A detailed history of Joel Isaacson & Co., LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 5,806 shares of UNH stock, worth $3.43 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,806
Previous 5,969 2.73%
Holding current value
$3.43 Million
Previous $3.04 Million 11.68%
% of portfolio
0.16%
Previous 0.16%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$488.01 - $604.18 $79,545 - $98,481
-163 Reduced 2.73%
5,806 $3.39 Million
Q2 2024

Jul 23, 2024

SELL
$439.2 - $524.63 $23,716 - $28,330
-54 Reduced 0.9%
5,969 $3.04 Million
Q1 2024

Apr 29, 2024

BUY
$472.6 - $545.42 $167,773 - $193,624
355 Added 6.26%
6,023 $2.98 Million
Q4 2023

Jan 24, 2024

BUY
$509.47 - $552.97 $146,217 - $158,702
287 Added 5.33%
5,668 $2.98 Million
Q3 2023

Oct 23, 2023

BUY
$447.75 - $510.93 $211,785 - $241,669
473 Added 9.64%
5,381 $2.71 Million
Q2 2023

Jul 26, 2023

BUY
$458.49 - $526.23 $3,667 - $4,209
8 Added 0.16%
4,908 $2.36 Million
Q1 2023

Apr 24, 2023

SELL
$460.33 - $518.33 $63,525 - $71,529
-138 Reduced 2.74%
4,900 $2.32 Million
Q4 2022

Jan 27, 2023

BUY
$498.86 - $555.15 $91,291 - $101,592
183 Added 3.77%
5,038 $0
Q3 2022

Oct 13, 2022

BUY
$501.24 - $549.95 $104,759 - $114,939
209 Added 4.5%
4,855 $2.45 Million
Q2 2022

Jul 15, 2022

BUY
$452.06 - $546.01 $24,411 - $29,484
54 Added 1.18%
4,646 $2.39 Million
Q1 2022

Apr 21, 2022

BUY
$455.89 - $520.82 $6,838 - $7,812
15 Added 0.33%
4,592 $2.45 Million
Q4 2021

Jan 19, 2022

BUY
$387.01 - $505.58 $4,644 - $6,066
12 Added 0.26%
4,577 $2.3 Million
Q3 2021

Oct 21, 2021

BUY
$390.74 - $429.71 $7,033 - $7,734
18 Added 0.4%
4,565 $1.78 Million
Q2 2021

Jul 20, 2021

BUY
$364.37 - $420.89 $62,671 - $72,393
172 Added 3.93%
4,547 $1.82 Million
Q1 2021

Apr 23, 2021

BUY
$324.34 - $379.06 $33,731 - $39,422
104 Added 2.44%
4,375 $1.63 Million
Q4 2020

Jan 22, 2021

BUY
$303.68 - $356.82 $1,214 - $1,427
4 Added 0.09%
4,271 $1.5 Million
Q3 2020

Oct 14, 2020

SELL
$291.16 - $323.7 $46,294 - $51,468
-159 Reduced 3.59%
4,267 $1.33 Million
Q2 2020

Jul 21, 2020

BUY
$229.49 - $311.85 $33,046 - $44,906
144 Added 3.36%
4,426 $1.31 Million
Q1 2020

Apr 21, 2020

SELL
$194.86 - $305.31 $100,158 - $156,929
-514 Reduced 10.72%
4,282 $1.07 Million
Q4 2019

Jan 24, 2020

BUY
$215.36 - $295.97 $4,522 - $6,215
21 Added 0.44%
4,796 $1.41 Million
Q3 2019

Oct 15, 2019

SELL
$215.26 - $266.65 $66,300 - $82,128
-308 Reduced 6.06%
4,775 $1.04 Million
Q2 2019

Jul 11, 2019

BUY
$216.84 - $252.28 $146,150 - $170,036
674 Added 15.29%
5,083 $1.24 Million
Q1 2019

Apr 09, 2019

BUY
$236.02 - $271.13 $944 - $1,084
4 Added 0.09%
4,409 $1.09 Million
Q4 2018

Jan 18, 2019

BUY
$232.94 - $286.33 $112,975 - $138,870
485 Added 12.37%
4,405 $1.09 Million
Q3 2018

Oct 19, 2018

BUY
$246.98 - $269.65 $740 - $808
3 Added 0.08%
3,920 $1.04 Million
Q2 2018

Aug 01, 2018

BUY
$217.2 - $255.98 $120,111 - $141,556
553 Added 16.44%
3,917 $961,000
Q1 2018

May 01, 2018

BUY
$212.55 - $248.47 $425 - $496
2 Added 0.06%
3,364 $720,000
Q4 2017

Jan 30, 2018

BUY
$192.52 - $228.17 $385 - $456
2 Added 0.06%
3,362 $741,000
Q3 2017

Nov 02, 2017

BUY
$190.82 - $199.75 $641,155 - $671,160
3,360
3,360 $658,000

Others Institutions Holding UNH

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...
More about UNH
Track This Portfolio

Track Joel Isaacson & Co., LLC Portfolio

Follow Joel Isaacson & Co., LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Joel Isaacson & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joel Isaacson & Co., LLC with notifications on news.