Groesbeck Investment Management Corp Unitedhealth Group Inc Transaction History

Groesbeck Investment Management Corp

$72.2 Million
Q2 2024

A detailed history of Groesbeck Investment Management Corp transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Groesbeck Investment Management Corp holds 3,996 shares of UNH stock, worth $2.36 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares

3,996

Previous 3,846 3.9%

Holding current value

$2.36 Million

Previous $1.9 Million 6.94%

% of portfolio

2.82%

Previous 2.03%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	BUY	$439.2 - $524.63 $65,880 - $78,694	150 Added 3.9%	3,996 $2.04 Million
Q3 2023 Oct 25, 2023	BUY	$447.75 - $510.93 $126,713 - $144,593	283 Added 7.94%	3,846 $1.94 Million
Q2 2023 Jul 26, 2023	SELL	$458.49 - $526.23 $136,171 - $156,290	-297 Reduced 7.69%	3,563 $1.71 Million
Q1 2023 Apr 26, 2023	SELL	$460.33 - $518.33 $92,066 - $103,666	-200 Reduced 4.93%	3,860 $1.82 Million
Q4 2022 Feb 01, 2023	BUY	$498.86 - $555.15 $12,471 - $13,878	25 Added 0.62%	4,060 $2.15 Million
Q2 2022 Aug 01, 2022	SELL	$452.06 - $546.01 $122,056 - $147,422	-270 Reduced 6.27%	4,035 $2.07 Million
Q1 2022 May 03, 2022	SELL	$455.89 - $520.82 $2,279 - $2,604	-5 Reduced 0.12%	4,305 $2.2 Million
Q3 2021 Oct 27, 2021	SELL	$390.74 - $429.71 $250,073 - $275,014	-640 Reduced 12.93%	4,310 $1.68 Million
Q2 2021 Jul 30, 2021	BUY	$364.37 - $420.89 $199,310 - $230,226	547 Added 12.42%	4,950 $1.98 Million
Q1 2021 May 05, 2021	BUY	$324.34 - $379.06 $87,571 - $102,346	270 Added 6.53%	4,403 $1.64 Million
Q4 2020 Feb 10, 2021	SELL	$303.68 - $356.82 $104,465 - $122,746	-344 Reduced 7.68%	4,133 $1.45 Million
Q2 2020 Jul 06, 2020	BUY	$229.49 - $311.85 $11,245 - $15,280	49 Added 1.11%	4,477 $1.32 Million
Q1 2020 Jun 02, 2020	SELL	$194.86 - $305.31 $2.36 Million - $3.7 Million	-12,133 Reduced 73.26%	4,428 $1.1 Million
Q4 2019 Jan 22, 2020	SELL	$215.36 - $295.97 $136,968 - $188,236	-636 Reduced 3.7%	16,561 $4.87 Million
Q3 2019 Nov 05, 2019	BUY	$215.26 - $266.65 $128,079 - $158,656	595 Added 3.58%	17,197 $3.74 Million
Q2 2019 Jul 26, 2019	SELL	$216.84 - $252.28 $389,227 - $452,842	-1,795 Reduced 9.76%	16,602 $4.05 Million
Q1 2019 May 03, 2019	SELL	$236.02 - $271.13 $100,308 - $115,230	-425 Reduced 2.26%	18,397 $4.55 Million
Q4 2018 Jan 25, 2019	SELL	$232.94 - $286.33 $501,286 - $616,182	-2,152 Reduced 10.26%	18,822 $4.69 Million
Q3 2018 Oct 18, 2018	SELL	$246.98 - $269.65 $69,154 - $75,502	-280 Reduced 1.32%	20,974 $5.58 Million
Q2 2018 Aug 10, 2018	SELL	$217.2 - $255.98 $1.62 Million - $1.91 Million	-7,442 Reduced 25.93%	21,254 $5.21 Million
Q1 2018 May 02, 2018	SELL	$212.55 - $248.47 $8,502 - $9,938	-40 Reduced 0.14%	28,696 $6.14 Million
Q4 2017 Feb 07, 2018	SELL	$192.52 - $228.17 $8,855 - $10,495	-46 Reduced 0.16%	28,736 $6.34 Million
Q3 2017 Oct 16, 2017	BUY	$190.82 - $199.75 $5.49 Million - $5.75 Million	28,782	28,782 $5.64 Million

Others Institutions Holding UNH

# of Institutions

3,744

Shares Held

783M

Call Options Held

5.86M

Put Options Held

5.64M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $553B
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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Groesbeck Investment Management Corp Unitedhealth Group Inc Transaction History