Joel Isaacson & Co., LLC Unitedhealth Group Inc Transaction History

Joel Isaacson & Co., LLC

$2.07 Billion
Q3 2024

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 $3.46 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

5,806

Previous 5,969 2.73%

Holding current value

$3.46 Million

Previous $3.04 Million 11.68%

% of portfolio

0.16%

Previous 0.16%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

3,814

Shares Held

788M

Call Options Held

5.85M

Put Options Held

5.63M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $558B
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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Joel Isaacson & Co., LLC Unitedhealth Group Inc Transaction History