Hms Capital Management, LLC Unitedhealth Group Inc Transaction History

Hms Capital Management, LLC

$194 Million
Q1 2025

A detailed history of Hms Capital Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Hms Capital Management, LLC holds 3,605 shares of UNH stock, worth $1.07 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

3,605

Previous 3,629 0.66%

Holding current value

$1.07 Million

Previous $1.84 Million 2.89%

% of portfolio

0.97%

Previous 0.9%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$461.52 - $548.18 $11,076 - $13,156	-24 Reduced 0.66%	3,605 $1.89 Million
Q4 2024 Jan 29, 2025	SELL	$485.52 - $625.25 $30,102 - $38,765	-62 Reduced 1.68%	3,629 $1.84 Million
Q3 2024 Oct 30, 2024	BUY	$488.01 - $604.18 $109,314 - $135,336	224 Added 6.46%	3,691 $2.16 Million
Q2 2024 Jul 24, 2024	BUY	$439.2 - $524.63 $878 - $1,049	2 Added 0.06%	3,467 $1.77 Million
Q1 2024 Apr 24, 2024	SELL	$472.6 - $545.42 $101,609 - $117,265	-215 Reduced 5.84%	3,465 $1.71 Million
Q4 2023 Jan 17, 2024	SELL	$509.47 - $552.97 $1,018 - $1,105	-2 Reduced 0.05%	3,680 $1.94 Million
Q3 2023 Oct 19, 2023	SELL	$447.75 - $510.93 $63,132 - $72,041	-141 Reduced 3.69%	3,682 $1.86 Million
Q2 2023 Aug 14, 2023	SELL	$458.49 - $526.23 $458 - $526	-1 Reduced 0.03%	3,823 $1.84 Million
Q1 2023 Apr 13, 2023	SELL	$460.33 - $518.33 $201,164 - $226,510	-437 Reduced 10.26%	3,824 $1.81 Million
Q4 2022 Jan 23, 2023	SELL	$498.86 - $555.15 $206,528 - $229,832	-414 Reduced 8.86%	4,261 $0
Q3 2022 Oct 12, 2022	SELL	$501.24 - $549.95 $29,071 - $31,897	-58 Reduced 1.23%	4,675 $2.36 Million
Q2 2022 Jul 27, 2022	BUY	$452.06 - $546.01 $861,174 - $1.04 Million	1,905 Added 67.36%	4,733 $2.43 Million
Q1 2022 Apr 20, 2022	SELL	$455.89 - $520.82 $96,648 - $110,413	-212 Reduced 6.97%	2,828 $1.44 Million
Q4 2021 Feb 03, 2022	SELL	$387.01 - $505.58 $25,929 - $33,873	-67 Reduced 2.16%	3,040 $1.53 Million
Q3 2021 Nov 02, 2021	SELL	$390.74 - $429.71 $77,366 - $85,082	-198 Reduced 5.99%	3,107 $1.21 Million
Q2 2021 Jul 13, 2021	BUY	$364.37 - $420.89 $24,412 - $28,199	67 Added 2.07%	3,305 $1.32 Million
Q1 2021 Apr 12, 2021	SELL	$324.34 - $379.06 $230,281 - $269,132	-710 Reduced 17.98%	3,238 $1.21 Million
Q4 2020 Jan 29, 2021	SELL	$303.68 - $356.82 $44,033 - $51,738	-145 Reduced 3.54%	3,948 $1.38 Million
Q3 2020 Oct 20, 2020	BUY	$291.16 - $323.7 $242,536 - $269,642	833 Added 25.55%	4,093 $1.28 Million
Q2 2020 Jul 31, 2020	BUY	$229.49 - $311.85 $207,917 - $282,536	906 Added 38.49%	3,260 $962,000
Q1 2020 Apr 27, 2020	BUY	$194.86 - $305.31 $44,428 - $69,610	228 Added 10.72%	2,354 $587,000
Q4 2019 Jan 29, 2020	SELL	$215.36 - $295.97 $1.07 Million - $1.47 Million	-4,952 Reduced 69.96%	2,126 $625,000
Q3 2019 Oct 15, 2019	BUY	$215.26 - $266.65 $556,877 - $689,823	2,587 Added 57.6%	7,078 $1.54 Million
Q2 2019 Jul 12, 2019	SELL	$216.84 - $252.28 $650 - $756	-3 Reduced 0.07%	4,491 $1.1 Million
Q1 2019 Apr 24, 2019	SELL	$236.02 - $271.13 $1.74 Million - $2 Million	-7,385 Reduced 62.17%	4,494 $1.11 Million
Q4 2018 Jan 14, 2019	BUY	$232.94 - $286.33 $1.61 Million - $1.98 Million	6,919 Added 139.5%	11,879 $2.96 Million
Q3 2018 Nov 02, 2018	BUY	$246.98 - $269.65 $839,732 - $916,809	3,400 Added 217.95%	4,960 $1.32 Million
Q2 2018 Aug 06, 2018	BUY	$217.2 - $255.98 $338,832 - $399,328	1,560 New	1,560 $383,000

Others Institutions Holding UNH

# of Institutions

4,078

Shares Held

796M

Call Options Held

9.4M

Put Options Held

8.18M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $276B
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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Hms Capital Management, LLC Unitedhealth Group Inc Transaction History