Hennion & Walsh Asset Management, Inc. Unitedhealth Group Inc Transaction History

Hennion & Walsh Asset Management, Inc.

$1.89 Billion
Q2 2024

A detailed history of Hennion & Walsh Asset Management, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Hennion & Walsh Asset Management, Inc. holds 9,960 shares of UNH stock, worth $5.63 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

9,960

Previous 8,677 14.79%

Holding current value

$5.63 Million

Previous $4.29 Million 18.17%

% of portfolio

0.27%

Previous 0.23%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	BUY	$439.2 - $524.63 $563,493 - $673,100	1,283 Added 14.79%	9,960 $5.07 Million
Q1 2024 Apr 17, 2024	BUY	$472.6 - $545.42 $354,922 - $409,610	751 Added 9.48%	8,677 $4.29 Million
Q4 2023 Jan 10, 2024	SELL	$509.47 - $552.97 $312,305 - $338,970	-613 Reduced 7.18%	7,926 $4.17 Million
Q3 2023 Oct 27, 2023	SELL	$447.75 - $510.93 $1.2 Million - $1.37 Million	-2,677 Reduced 23.87%	8,539 $4.31 Million
Q2 2023 Aug 09, 2023	SELL	$458.49 - $526.23 $1.16 Million - $1.33 Million	-2,532 Reduced 18.42%	11,216 $5.39 Million

Q1 2023 Apr 20, 2023	SELL	$460.33 - $518.33 $1.39 Million - $1.56 Million	-3,018 Reduced 18.0%	13,748 $6.5 Million
Q4 2022 Jan 12, 2023	SELL	$498.86 - $555.15 $149,159 - $165,989	-299 Reduced 1.75%	16,766 $8.89 Million
Q3 2022 Nov 14, 2022	SELL	$501.24 - $549.95 $422,044 - $463,057	-842 Reduced 4.7%	17,065 $8.62 Million
Q2 2022 Jul 19, 2022	BUY	$452.06 - $546.01 $756,748 - $914,020	1,674 Added 10.31%	17,907 $9.2 Million
Q1 2022 Apr 26, 2022	BUY	$455.89 - $520.82 $156,370 - $178,641	343 Added 2.16%	16,233 $8.28 Million
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $806,141 - $1.05 Million	2,083 Added 15.09%	15,890 $7.98 Million
Q3 2021 Nov 12, 2021	BUY	$390.74 - $429.71 $874,866 - $962,120	2,239 Added 19.36%	13,807 $5.4 Million
Q2 2021 Aug 13, 2021	SELL	$364.37 - $420.89 $397,892 - $459,611	-1,092 Reduced 8.63%	11,568 $4.63 Million
Q1 2021 May 17, 2021	BUY	$324.34 - $379.06 $4.11 Million - $4.8 Million	12,660 New	12,660 $4.71 Million

Others Institutions Holding UNH

# of Institutions

3,677

Shares Held

761M

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 $529B
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 Hennion & Walsh Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Hennion & Walsh Asset Management, Inc. with notifications on news.

Account

Hennion & Walsh Asset Management, Inc. Unitedhealth Group Inc Transaction History