Forbes J M & CO LLP Unitedhealth Group Inc Transaction History

Forbes J M & CO LLP

$1 Billion
Q3 2024

A detailed history of Forbes J M & CO LLP transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Forbes J M & CO LLP holds 18,551 shares of UNH stock, worth $11.4 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

18,551

Previous 18,910 1.9%

Holding current value

$11.4 Million

Previous $9.63 Million 12.63%

% of portfolio

1.08%

Previous 1.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$488.01 - $604.18 $175,195 - $216,900	-359 Reduced 1.9%	18,551 $10.8 Million
Q2 2024 Jul 30, 2024	BUY	$439.2 - $524.63 $204,667 - $244,477	466 Added 2.53%	18,910 $9.63 Million
Q1 2024 Apr 11, 2024	SELL	$472.6 - $545.42 $166,827 - $192,533	-353 Reduced 1.88%	18,444 $9.12 Million
Q4 2023 Feb 08, 2024	BUY	$509.47 - $552.97 $159,464 - $173,079	313 Added 1.69%	18,797 $9.9 Million
Q3 2023 Nov 02, 2023	BUY	$447.75 - $510.93 $107,460 - $122,623	240 Added 1.32%	18,484 $9.32 Million
Q2 2023 Aug 03, 2023	BUY	$458.49 - $526.23 $45,849 - $52,623	100 Added 0.55%	18,244 $8.77 Million
Q1 2023 May 15, 2023	SELL	$460.33 - $518.33 $4.81 Million - $5.42 Million	-10,452 Reduced 36.55%	18,144 $8.58 Million
Q4 2022 Feb 14, 2023	SELL	$498.86 - $555.15 $35,917 - $39,970	-72 Reduced 0.25%	28,596 $15.2 Million
Q3 2022 Nov 14, 2022	BUY	$501.24 - $549.95 $184,456 - $202,381	368 Added 1.3%	28,668 $14.5 Million
Q2 2022 Jul 22, 2022	BUY	$452.06 - $546.01 $34,356 - $41,496	76 Added 0.27%	28,300 $14.5 Million
Q1 2022 May 09, 2022	BUY	$455.89 - $520.82 $103,942 - $118,746	228 Added 0.81%	28,224 $14.4 Million
Q4 2021 Feb 11, 2022	BUY	$387.01 - $505.58 $77,789 - $101,621	201 Added 0.72%	27,996 $14.1 Million
Q3 2021 Nov 05, 2021	BUY	$390.74 - $429.71 $178,177 - $195,947	456 Added 1.67%	27,795 $10.9 Million
Q2 2021 Aug 03, 2021	SELL	$364.37 - $420.89 $6,194 - $7,155	-17 Reduced 0.06%	27,339 $10.9 Million
Q1 2021 May 14, 2021	BUY	$324.34 - $379.06 $100,869 - $117,887	311 Added 1.15%	27,356 $10.2 Million
Q4 2020 Feb 11, 2021	BUY	$303.68 - $356.82 $35,530 - $41,747	117 Added 0.43%	27,045 $9.48 Million
Q3 2020 Nov 13, 2020	SELL	$291.16 - $323.7 $25,622 - $28,485	-88 Reduced 0.33%	26,928 $8.4 Million
Q2 2020 Aug 07, 2020	BUY	$229.49 - $311.85 $17,211 - $23,388	75 Added 0.28%	27,016 $7.97 Million
Q1 2020 May 15, 2020	BUY	$194.86 - $305.31 $314,504 - $492,770	1,614 Added 6.37%	26,941 $6.72 Million
Q4 2019 Feb 07, 2020	BUY	$215.36 - $295.97 $461,301 - $633,967	2,142 Added 9.24%	25,327 $7.45 Million
Q3 2019 Nov 07, 2019	SELL	$215.26 - $266.65 $17,436 - $21,598	-81 Reduced 0.35%	23,185 $5.04 Million
Q2 2019 Aug 02, 2019	BUY	$216.84 - $252.28 $554,676 - $645,332	2,558 Added 12.35%	23,266 $5.68 Million
Q1 2019 May 07, 2019	BUY	$236.02 - $271.13 $108,805 - $124,990	461 Added 2.28%	20,708 $5.12 Million
Q4 2018 Jan 25, 2019	SELL	$232.94 - $286.33 $2,096 - $2,576	-9 Reduced 0.04%	20,247 $5.04 Million
Q3 2018 Nov 02, 2018	BUY	$246.98 - $269.65 $22,228 - $24,268	90 Added 0.45%	20,256 $5.39 Million
Q2 2018 Aug 10, 2018	BUY	$217.2 - $255.98 $4.38 Million - $5.16 Million	20,166 New	20,166 $4.95 Million

Others Institutions Holding UNH

# of Institutions

3,821

Shares Held

790M

Call Options Held

5.85M

Put Options Held

5.63M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $576B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Forbes J M & CO LLP, based on Form 13F filings with the SEC.

News

Stay updated on Forbes J M & CO LLP with notifications on news.

Account