Financial Perspectives, Inc Unitedhealth Group Inc Transaction History

Financial Perspectives, Inc

$288 Billion
Q3 2024

A detailed history of Financial Perspectives, Inc transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Financial Perspectives, Inc holds 4,159 shares of UNH stock, worth $2.27 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

4,159

Previous 4,299 3.26%

Holding current value

$2.27 Million

Previous $2.19 Billion 11.07%

% of portfolio

0.84%

Previous 0.81%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$488.01 - $604.18 $68,321 - $84,585	-140 Reduced 3.26%	4,159 $2.43 Billion
Q2 2024 Aug 09, 2024	BUY	$439.2 - $524.63 $878 - $1,049	2 Added 0.05%	4,299 $2.19 Billion
Q1 2024 Apr 19, 2024	SELL	$472.6 - $545.42 $510,880 - $589,599	-1,081 Reduced 20.1%	4,297 $2.13 Billion
Q4 2023 Feb 01, 2024	BUY	$509.47 - $552.97 $8,660 - $9,400	17 Added 0.32%	5,378 $2.83 Billion
Q3 2023 Jan 09, 2024	BUY	$447.75 - $510.93 $241,785 - $275,902	540 Added 11.2%	5,361 $2.7 Billion
Q2 2023 Jan 09, 2024	BUY	$458.49 - $526.23 $24,758 - $28,416	54 Added 1.13%	4,821 $2.32 Billion
Q1 2023 Jan 09, 2024	BUY	$460.33 - $518.33 $920 - $1,036	2 Added 0.04%	4,767 $2.25 Billion
Q4 2022 Jan 09, 2024	BUY	$498.86 - $555.15 $5,487 - $6,106	11 Added 0.23%	4,765 $2.53 Billion
Q3 2022 Jan 09, 2024	BUY	$501.24 - $549.95 $473,170 - $519,152	944 Added 24.78%	4,754 $2.4 Billion
Q2 2022 Jan 09, 2024	BUY	$452.06 - $546.01 $904 - $1,092	2 Added 0.05%	3,810 $1.96 Billion
Q1 2022 Jan 09, 2024	BUY	$455.89 - $520.82 $54,250 - $61,977	119 Added 3.23%	3,808 $1.94 Billion
Q3 2021 Jan 09, 2024	BUY	$390.74 - $429.71 $24,616 - $27,071	63 Added 1.74%	3,689 $1.44 Billion
Q2 2021 Jan 09, 2024	SELL	$364.37 - $420.89 $487 Million - $562 Million	-1,335,255 Reduced 99.73%	3,626 $1.45 Billion
Q1 2021 Jan 09, 2024	BUY	$324.34 - $379.06 $433 Million - $506 Million	1,335,941 Added 45440.17%	1,338,881 $3.6 Million
Q4 2020 Jan 09, 2024	BUY	$303.68 - $356.82 $121,775 - $143,084	401 Added 15.79%	2,940 $1.03 Billion
Q3 2020 Jan 09, 2024	BUY	$291.16 - $323.7 $97,538 - $108,439	335 Added 15.2%	2,539 $792 Million
Q2 2020 Jan 09, 2024	BUY	$229.49 - $311.85 $60,814 - $82,640	265 Added 13.67%	2,204 $650 Million
Q1 2020 Jan 09, 2024	BUY	$194.86 - $305.31 $64,303 - $100,752	330 Added 20.51%	1,939 $484 Million
Q4 2019 Jan 09, 2024	BUY	$215.36 - $295.97 $346,514 - $476,215	1,609 New	1,609 $473 Million

Others Institutions Holding UNH

# of Institutions

3,837

Shares Held

768M

Call Options Held

6.76M

Put Options Held

7.02M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $510B
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

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Financial Perspectives, Inc Unitedhealth Group Inc Transaction History