Kestra Private Wealth Services, LLC Unitedhealth Group Inc Transaction History

Kestra Private Wealth Services, LLC

$4.9 Billion
Q2 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 33,245 shares of UNH stock, worth $19.6 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

33,245

Previous 37,366 11.03%

Holding current value

$19.6 Million

Previous $18.5 Million 8.41%

% of portfolio

0.35%

Previous 0.42%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$439.2 - $524.63 $1.81 Million - $2.16 Million	-4,121 Reduced 11.03%	33,245 $16.9 Million
Q1 2024 May 02, 2024	BUY	$472.6 - $545.42 $774,118 - $893,397	1,638 Added 4.58%	37,366 $18.5 Million
Q4 2023 Feb 05, 2024	BUY	$509.47 - $552.97 $1.28 Million - $1.39 Million	2,515 Added 7.57%	35,728 $18.8 Million
Q3 2023 Nov 07, 2023	BUY	$447.75 - $510.93 $1.74 Million - $1.98 Million	3,884 Added 13.24%	33,213 $16.7 Million
Q2 2023 Aug 08, 2023	BUY	$458.49 - $526.23 $132,503 - $152,080	289 Added 1.0%	29,329 $14.1 Million
Q1 2023 May 12, 2023	BUY	$460.33 - $518.33 $4.56 Million - $5.13 Million	9,906 Added 51.77%	29,040 $13.7 Million
Q4 2022 Jan 31, 2023	SELL	$498.86 - $555.15 $773,233 - $860,482	-1,550 Reduced 7.49%	19,134 $10.1 Million
Q3 2022 Nov 14, 2022	BUY	$501.24 - $549.95 $457,632 - $502,104	913 Added 4.62%	20,684 $10.4 Million
Q2 2022 Aug 12, 2022	BUY	$452.06 - $546.01 $1.56 Million - $1.88 Million	3,444 Added 21.09%	19,771 $10.2 Million
Q1 2022 May 26, 2022	SELL	$455.89 - $520.82 $41,941 - $47,915	-92 Reduced 0.56%	16,327 $8.33 Million
Q4 2021 Jan 21, 2022	BUY	$387.01 - $505.58 $1.25 Million - $1.64 Million	3,242 Added 24.6%	16,419 $8.24 Million
Q3 2021 Oct 21, 2021	BUY	$390.74 - $429.71 $606,428 - $666,909	1,552 Added 13.35%	13,177 $5.15 Million
Q2 2021 Jul 30, 2021	BUY	$364.37 - $420.89 $69,594 - $80,389	191 Added 1.67%	11,625 $4.66 Million
Q1 2021 May 11, 2021	BUY	$324.34 - $379.06 $258,498 - $302,110	797 Added 7.49%	11,434 $4.25 Million
Q4 2020 Jan 21, 2021	BUY	$303.68 - $356.82 $64,076 - $75,289	211 Added 2.02%	10,637 $3.67 Billion
Q3 2020 Nov 09, 2020	BUY	$291.16 - $323.7 $3.04 Million - $3.37 Million	10,426 New	10,426 $3.25 Million

Others Institutions Holding UNH

# of Institutions

3,734

Shares Held

782M

Call Options Held

5.86M

Put Options Held

5.64M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $551B
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 Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Account

Kestra Private Wealth Services, LLC Unitedhealth Group Inc Transaction History