Ferguson Wellman Capital Management, Inc Unitedhealth Group Inc Transaction History

Ferguson Wellman Capital Management, Inc

  • $4.99 Billion
  • Q3 2024

A detailed history of Ferguson Wellman Capital Management, Inc transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Ferguson Wellman Capital Management, Inc holds 188,903 shares of UNH stock, worth $112 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares
188,903
Previous 174,112 8.5%
Holding current value
$112 Million
Previous $102 Million 8.5%
% of portfolio
2.21%
Previous 2.22%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$488.01 - $604.18 $7.22 Million - $8.94 Million
14,791 Added 8.5%
188,903 $110 Million
Q3 2024

Oct 18, 2024
BUY
$488.01 - $604.18 $16.5 Million - $20.4 Million
33,838 Added 24.12%
174,112 $102 Million
Q2 2024

Jul 16, 2024
SELL
$439.2 - $524.63 $2.76 Million - $3.29 Million
-6,278 Reduced 4.28%
140,274 $71.4 Million
Q1 2024

Apr 09, 2024
SELL
$472.6 - $545.42 $495,284 - $571,600
-1,048 Reduced 0.71%
146,552 $72.5 Million
Q4 2023

Jan 11, 2024
BUY
$509.47 - $552.97 $1.48 Million - $1.61 Million
2,908 Added 2.01%
147,600 $77.7 Million
Q3 2023

Oct 12, 2023
SELL
$447.75 - $510.93 $985,945 - $1.13 Million
-2,202 Reduced 1.5%
144,692 $73 Million
Q2 2023

Jul 11, 2023
SELL
$458.49 - $526.23 $20.6 Million - $23.7 Million
-45,022 Reduced 23.46%
146,894 $70.6 Million
Q1 2023

Apr 20, 2023
SELL
$460.33 - $518.33 $6.85 Million - $7.71 Million
-14,871 Reduced 7.19%
191,916 $90.7 Million
Q4 2022

Jan 13, 2023
BUY
$498.86 - $555.15 $20.7 Million - $23 Million
41,447 Added 25.07%
206,787 $110 Million
Q3 2022

Oct 17, 2022
BUY
$501.24 - $549.95 $2.84 Million - $3.12 Million
5,671 Added 3.55%
165,340 $83.5 Million
Q2 2022

Jul 14, 2022
SELL
$452.06 - $546.01 $131,097 - $158,342
-290 Reduced 0.18%
159,669 $82 Million
Q1 2022

Apr 14, 2022
SELL
$455.89 - $520.82 $480,052 - $548,423
-1,053 Reduced 0.65%
159,959 $81.6 Million
Q4 2021

Jan 10, 2022
BUY
$387.01 - $505.58 $1.11 Million - $1.45 Million
2,872 Added 1.82%
161,012 $80.9 Million
Q3 2021

Oct 22, 2021
BUY
$390.74 - $429.71 $498,584 - $548,309
1,276 Added 0.81%
158,140 $61.8 Million
Q2 2021

Jul 12, 2021
BUY
$364.37 - $420.89 $14.6 Million - $16.9 Million
40,156 Added 34.41%
156,864 $62.8 Million
Q1 2021

Apr 26, 2021
SELL
$324.34 - $379.06 $582,190 - $680,412
-1,795 Reduced 1.51%
116,708 $43.4 Million
Q4 2020

Feb 04, 2021
SELL
$303.68 - $356.82 $328,885 - $386,436
-1,083 Reduced 0.91%
118,503 $41.6 Million
Q3 2020

Oct 13, 2020
SELL
$291.16 - $323.7 $234,674 - $260,902
-806 Reduced 0.67%
119,586 $37.3 Million
Q2 2020

Aug 04, 2020
BUY
$229.49 - $311.85 $65,175 - $88,565
284 Added 0.24%
120,392 $35.5 Million
Q1 2020

Apr 21, 2020
SELL
$194.86 - $305.31 $380,561 - $596,270
-1,953 Reduced 1.6%
120,108 $30 Million
Q4 2019

Jan 24, 2020
SELL
$215.36 - $295.97 $273,076 - $375,289
-1,268 Reduced 1.03%
122,061 $35.9 Million
Q3 2019

Oct 15, 2019
BUY
$215.26 - $266.65 $7.38 Million - $9.15 Million
34,306 Added 38.54%
123,329 $26.8 Million
Q2 2019

Jul 16, 2019
SELL
$216.84 - $252.28 $9.49 Million - $11 Million
-43,784 Reduced 32.97%
89,023 $21.7 Million
Q1 2019

Apr 11, 2019
SELL
$236.02 - $271.13 $9.54 Million - $11 Million
-40,419 Reduced 23.33%
132,807 $32.8 Million
Q4 2018

Jan 16, 2019
BUY
$232.94 - $286.33 $874,223 - $1.07 Million
3,753 Added 2.21%
173,226 $43.2 Million
Q3 2018

Oct 25, 2018
SELL
$246.98 - $269.65 $754,029 - $823,241
-3,053 Reduced 1.77%
169,473 $45.1 Million
Q2 2018

Aug 10, 2018
SELL
$217.2 - $255.98 $123,152 - $145,140
-567 Reduced 0.33%
172,526 $42.3 Million
Q1 2018

Apr 09, 2018
SELL
$212.55 - $248.47 $739,036 - $863,930
-3,477 Reduced 1.97%
173,093 $37 Million
Q4 2017

Jan 24, 2018
SELL
$192.52 - $228.17 $241,035 - $285,668
-1,252 Reduced 0.7%
176,570 $38.9 Million
Q3 2017

Oct 11, 2017
BUY
$190.82 - $199.75 $33.9 Million - $35.5 Million
177,822
177,822 $34.8 Million

Others Institutions Holding UNH

# of Institutions
3,833
Shares Held
777M
Call Options Held
6.76M
Put Options Held
7.03M
View Full List

About UNITEDHEALTH GROUP INC

UNH Quotes by TradingView
  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $553B
  • Description
  • UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...
More about UNH
Track This Portfolio

Track Ferguson Wellman Capital Management, Inc Portfolio

Follow Ferguson Wellman Capital Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ferguson Wellman Capital Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ferguson Wellman Capital Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email