Icon Wealth Partners, LLC Unitedhealth Group Inc Transaction History

Icon Wealth Partners, LLC

$878 Million
Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 12,106 shares of UNH stock, worth $3.82 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

12,106

Previous 15,884 23.78%

Holding current value

$3.82 Million

Previous $7.63 Million 20.06%

% of portfolio

0.7%

Previous 0.81%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$447.75 - $510.93 $1.69 Million - $1.93 Million	-3,778 Reduced 23.78%	12,106 $6.1 Million
Q2 2023 Aug 03, 2023	SELL	$458.49 - $526.23 $160,929 - $184,706	-351 Reduced 2.16%	15,884 $7.63 Million
Q1 2023 May 11, 2023	BUY	$460.33 - $518.33 $832,736 - $937,658	1,809 Added 12.54%	16,235 $7.67 Million
Q2 2022 Jul 19, 2022	SELL	$452.06 - $546.01 $559,198 - $675,414	-1,237 Reduced 7.9%	14,426 $7.41 Million
Q1 2022 Apr 19, 2022	BUY	$455.89 - $520.82 $1.85 Million - $2.11 Million	4,052 Added 34.9%	15,663 $7.99 Million
Q4 2021 Jan 19, 2022	SELL	$387.01 - $505.58 $1.49 Million - $1.95 Million	-3,860 Reduced 24.95%	11,611 $5.83 Million
Q3 2021 Nov 15, 2021	BUY	$390.74 - $429.71 $63,690 - $70,042	163 Added 1.06%	15,471 $6.05 Million
Q2 2021 Jul 30, 2021	BUY	$364.37 - $420.89 $262,710 - $303,461	721 Added 4.94%	15,308 $6.13 Million
Q1 2021 Apr 26, 2021	BUY	$324.34 - $379.06 $1.66 Million - $1.94 Million	5,124 Added 54.15%	14,587 $5.43 Million
Q4 2020 Feb 08, 2021	BUY	$303.68 - $356.82 $360,771 - $423,902	1,188 Added 14.36%	9,463 $3.32 Million
Q3 2020 Oct 22, 2020	BUY	$291.16 - $323.7 $22,419 - $24,924	77 Added 0.94%	8,275 $2.58 Million
Q2 2020 Jul 14, 2020	BUY	$229.49 - $311.85 $836,720 - $1.14 Million	3,646 Added 80.1%	8,198 $2.42 Million
Q1 2020 Apr 17, 2020	SELL	$194.86 - $305.31 $79,502 - $124,566	-408 Reduced 8.23%	4,552 $1.14 Million
Q4 2019 Jan 29, 2020	BUY	$215.36 - $295.97 $39,410 - $54,162	183 Added 3.83%	4,960 $1.46 Million
Q3 2019 Oct 24, 2019	SELL	$215.26 - $266.65 $46,065 - $57,063	-214 Reduced 4.29%	4,777 $1.04 Million
Q2 2019 Aug 13, 2019	BUY	$216.84 - $252.28 $78,279 - $91,073	361 Added 7.8%	4,991 $1.22 Million
Q1 2019 May 09, 2019	SELL	$236.02 - $271.13 $40,123 - $46,092	-170 Reduced 3.54%	4,630 $1.15 Million
Q4 2018 Feb 14, 2019	SELL	$232.94 - $286.33 $38,900 - $47,817	-167 Reduced 3.36%	4,800 $1.2 Million
Q3 2018 Nov 14, 2018	BUY	$246.98 - $269.65 $62,485 - $68,221	253 Added 5.37%	4,967 $1.32 Million
Q2 2018 Aug 13, 2018	SELL	$217.2 - $255.98 $53,431 - $62,971	-246 Reduced 4.96%	4,714 $1.16 Million
Q1 2018 May 15, 2018	SELL	$212.55 - $248.47 $192,357 - $224,865	-905 Reduced 15.43%	4,960 $1.06 Million
Q4 2017 Feb 13, 2018	BUY	$192.52 - $228.17 $1.13 Million - $1.34 Million	5,865	5,865 $1.29 Million

Others Institutions Holding UNH

# of Institutions

4,076

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 $295B
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

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Icon Wealth Partners, LLC Unitedhealth Group Inc Transaction History