First Personal Financial Services Unitedhealth Group Inc Transaction History

First Personal Financial Services

$472 Million
Q3 2024

A detailed history of First Personal Financial Services transactions in Unitedhealth Group Inc stock. As of the latest transaction made, First Personal Financial Services holds 540 shares of UNH stock, worth $218,597. This represents 0.07% of its overall portfolio holdings.

Number of Shares

540

Previous 530 1.89%

Holding current value

$218,597

Previous $269,000 17.1%

% of portfolio

0.07%

Previous 0.06%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$488.01 - $604.18 $4,880 - $6,041	10 Added 1.89%	540 $315,000
Q1 2024 Apr 25, 2024	SELL	$472.6 - $545.42 $31,191 - $35,997	-66 Reduced 11.07%	530 $262,000
Q4 2023 Jan 29, 2024	SELL	$509.47 - $552.97 $15,793 - $17,142	-31 Reduced 4.94%	596 $313,000
Q3 2023 Oct 19, 2023	SELL	$447.75 - $510.93 $20,596 - $23,502	-46 Reduced 6.84%	627 $316,000
Q2 2023 Jul 28, 2023	SELL	$458.49 - $526.23 $30,718 - $35,257	-67 Reduced 9.05%	673 $323,000
Q1 2023 Apr 24, 2023	SELL	$460.33 - $518.33 $53,398 - $60,126	-116 Reduced 13.55%	740 $349,000
Q4 2022 Jan 27, 2023	SELL	$498.86 - $555.15 $4,988 - $5,551	-10 Reduced 1.15%	856 $0
Q3 2022 Oct 27, 2022	BUY	$501.24 - $549.95 $80,699 - $88,541	161 Added 22.84%	866 $437,000
Q2 2021 Aug 02, 2021	BUY	$364.37 - $420.89 $29,149 - $33,671	80 Added 12.8%	705 $282,000
Q1 2021 Apr 29, 2021	SELL	$324.34 - $379.06 $13,622 - $15,920	-42 Reduced 6.3%	625 $233,000
Q4 2020 Feb 01, 2021	BUY	$303.68 - $356.82 $12,754 - $14,986	42 Added 6.72%	667 $234,000
Q1 2020 Apr 22, 2020	SELL	$194.86 - $305.31 $9,158 - $14,349	-47 Reduced 6.99%	625 $156,000
Q4 2019 Jan 24, 2020	SELL	$215.36 - $295.97 $36,395 - $50,018	-169 Reduced 20.1%	672 $198,000
Q3 2019 Oct 15, 2019	SELL	$215.26 - $266.65 $943,484 - $1.17 Million	-4,383 Reduced 83.9%	841 $183,000
Q2 2019 Jul 29, 2019	SELL	$216.84 - $252.28 $40,982 - $47,680	-189 Reduced 3.49%	5,224 $1.28 Million
Q1 2019 Apr 22, 2019	SELL	$236.02 - $271.13 $24,074 - $27,655	-102 Reduced 1.85%	5,413 $1.34 Million
Q4 2018 Jan 30, 2019	SELL	$232.94 - $286.33 $6,988 - $8,589	-30 Reduced 0.54%	5,515 $1.37 Million
Q3 2018 Nov 01, 2018	BUY	$246.98 - $269.65 $49,889 - $54,469	202 Added 3.78%	5,545 $1.48 Million
Q2 2018 Aug 07, 2018	SELL	$217.2 - $255.98 $570,367 - $672,203	-2,626 Reduced 32.95%	5,343 $1.31 Million
Q1 2018 May 10, 2018	SELL	$212.55 - $248.47 $122,428 - $143,118	-576 Reduced 6.74%	7,969 $1.71 Million
Q4 2017 Jan 25, 2018	BUY	$192.52 - $228.17 $90,291 - $107,011	469 Added 5.81%	8,545 $1.88 Million
Q3 2017 Nov 01, 2017	BUY	$190.82 - $199.75 $1.54 Million - $1.61 Million	8,076	8,076 $1.58 Million

Others Institutions Holding UNH

# of Institutions

4,089

Shares Held

777M

Call Options Held

8.78M

Put Options Held

8.86M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $379B
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...

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First Personal Financial Services Unitedhealth Group Inc Transaction History