Focused Wealth Management, Inc Unitedhealth Group Inc Transaction History

Focused Wealth Management, Inc

$742 Million
Q4 2024

A detailed history of Focused Wealth Management, Inc transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Focused Wealth Management, Inc holds 540 shares of UNH stock, worth $288,316. This represents 0.04% of its overall portfolio holdings.

Number of Shares

540

Previous 577 6.41%

Holding current value

$288,316

Previous $337,000 18.99%

% of portfolio

0.04%

Previous 0.05%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$485.52 - $625.25 $17,964 - $23,134	-37 Reduced 6.41%	540 $273,000
Q3 2024 Oct 30, 2024	BUY	$488.01 - $604.18 $24,400 - $30,208	50 Added 9.49%	577 $337,000
Q1 2024 May 08, 2024	BUY	$472.6 - $545.42 $5,671 - $6,545	12 Added 2.33%	527 $260,000
Q4 2023 Jan 10, 2024	BUY	$509.47 - $552.97 $13,755 - $14,930	27 Added 5.53%	515 $271,000
Q3 2023 Nov 01, 2023	BUY	$447.75 - $510.93 $895 - $1,021	2 Added 0.41%	488 $246,000
Q2 2023 Aug 08, 2023	SELL	$458.49 - $526.23 $51,350 - $58,937	-112 Reduced 18.73%	486 $233,000
Q1 2023 Apr 13, 2023	BUY	$460.33 - $518.33 $63,525 - $71,529	138 Added 30.0%	598 $282,000
Q4 2022 Jan 13, 2023	BUY	$498.86 - $555.15 $53,378 - $59,401	107 Added 30.31%	460 $0
Q3 2022 Oct 20, 2022	BUY	$501.24 - $549.95 $501 - $549	1 Added 0.28%	353 $178,000
Q2 2022 Aug 04, 2022	BUY	$452.06 - $546.01 $452 - $546	1 Added 0.28%	352 $181,000
Q1 2022 Apr 29, 2022	SELL	$455.89 - $520.82 $2,279 - $2,604	-5 Reduced 1.4%	351 $179,000
Q4 2021 Jan 31, 2022	BUY	$387.01 - $505.58 $3,096 - $4,044	8 Added 2.3%	356 $179,000
Q3 2021 Oct 12, 2021	BUY	$390.74 - $429.71 $5,861 - $6,445	15 Added 4.5%	348 $136,000
Q2 2021 Jul 15, 2021	BUY	$364.37 - $420.89 $364 - $420	1 Added 0.3%	333 $133,000
Q1 2021 May 03, 2021	BUY	$324.34 - $379.06 $324 - $379	1 Added 0.3%	332 $124,000
Q4 2020 Feb 03, 2021	BUY	$303.68 - $356.82 $303 - $356	1 Added 0.3%	331 $116,000
Q3 2020 Oct 19, 2020	BUY	$291.16 - $323.7 $18,343 - $20,393	63 Added 23.6%	330 $103,000
Q1 2020 May 06, 2020	BUY	$194.86 - $305.31 $194 - $305	1 Added 0.38%	267 $67,000
Q4 2019 Jan 21, 2020	SELL	$215.36 - $295.97 $2,799 - $3,847	-13 Reduced 4.66%	266 $78,000
Q3 2019 Nov 06, 2019	SELL	$215.26 - $266.65 $26,907 - $33,331	-125 Reduced 30.94%	279 $61,000
Q2 2019 Jul 19, 2019	SELL	$216.84 - $252.28 $2,168 - $2,522	-10 Reduced 2.42%	404 $99,000
Q4 2018 Jan 30, 2019	BUY	$232.94 - $286.33 $2,329 - $2,863	10 Added 2.48%	414 $103,000
Q3 2018 Nov 13, 2018	SELL	$246.98 - $269.65 $2,469 - $2,696	-10 Reduced 2.42%	404 $107,000
Q2 2018 Aug 15, 2018	BUY	$217.2 - $255.98 $2,172 - $2,559	10 Added 2.48%	414 $102,000
Q4 2017 Feb 13, 2018	SELL	$192.52 - $228.17 $2,310 - $2,738	-12 Reduced 2.88%	404 $89,000
Q2 2017 Aug 14, 2017	BUY	N/A	416	416 $77,000

Others Institutions Holding UNH

# of Institutions

3,893

Shares Held

778M

Call Options Held

6.94M

Put Options Held

6.98M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $499B
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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Focused Wealth Management, Inc Unitedhealth Group Inc Transaction History