Geo Wealth Management, LLC Unitedhealth Group Inc Transaction History

Geo Wealth Management, LLC

$2.48 Billion
Q1 2024

A detailed history of Geo Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Geo Wealth Management, LLC holds 9,549 shares of UNH stock, worth $4.76 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

9,549

Previous 6,505 46.79%

Holding current value

$4.76 Million

Previous $3.42 Million 37.94%

% of portfolio

0.19%

Previous 0.29%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$472.6 - $545.42 $4.51 Million - $5.2 Million	-9,538 Reduced 99.88%	11 $5,000
Q1 2024 May 15, 2024	BUY	$472.6 - $545.42 $1.44 Million - $1.66 Million	3,044 Added 46.79%	9,549 $4.72 Million
Q4 2023 Feb 13, 2024	BUY	$509.47 - $552.97 $2.85 Million - $3.09 Million	5,587 Added 608.61%	6,505 $3.42 Million
Q3 2023 Nov 13, 2023	BUY	$447.75 - $510.93 $76,117 - $86,858	170 Added 22.73%	918 $462,000
Q2 2023 Aug 10, 2023	BUY	$458.49 - $526.23 $916 - $1,052	2 Added 0.27%	748 $359,000

Q1 2023 May 12, 2023	SELL	$460.33 - $518.33 $355,374 - $400,150	-772 Reduced 50.86%	746 $352,000
Q4 2022 Feb 13, 2023	BUY	$498.86 - $555.15 $126,710 - $141,008	254 Added 20.09%	1,518 $805,000
Q3 2022 Nov 14, 2022	BUY	$501.24 - $549.95 $100,248 - $109,990	200 Added 18.8%	1,264 $640,000
Q2 2022 Aug 12, 2022	SELL	$452.06 - $546.01 $452 - $546	-1 Reduced 0.09%	1,064 $546,000
Q1 2022 May 13, 2022	SELL	$455.89 - $520.82 $5,926 - $6,770	-13 Reduced 1.21%	1,065 $544,000
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $3,483 - $4,550	9 Added 0.84%	1,078 $541,000
Q3 2021 Nov 12, 2021	SELL	$390.74 - $429.71 $3,516 - $3,867	-9 Reduced 0.83%	1,069 $418,000
Q2 2021 Aug 17, 2021	BUY	$364.37 - $420.89 $12,024 - $13,889	33 Added 3.16%	1,078 $432,000
Q1 2021 May 13, 2021	SELL	$324.34 - $379.06 $80,436 - $94,006	-248 Reduced 19.18%	1,045 $390,000
Q4 2020 Feb 12, 2021	BUY	$303.68 - $356.82 $392,658 - $461,368	1,293 New	1,293 $457,000
Q4 2019 Feb 13, 2020	SELL	$215.36 - $295.97 $518,371 - $712,399	-2,407 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$215.26 - $266.65 $518,130 - $641,826	2,407 New	2,407 $523,000

Others Institutions Holding UNH

# of Institutions

3,671

Shares Held

759M

Call Options Held

6.06M

Put Options Held

6.74M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $466B
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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Geo Wealth Management, LLC Unitedhealth Group Inc Transaction History