Lantz Financial LLC Unitedhealth Group Inc Transaction History

Lantz Financial LLC

$351 Million
Q3 2024

A detailed history of Lantz Financial LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Lantz Financial LLC holds 1,089 shares of UNH stock, worth $551,142. This represents 0.18% of its overall portfolio holdings.

Number of Shares

1,089

Previous 859 26.78%

Holding current value

$551,142

Previous $437,000 45.54%

% of portfolio

0.18%

Previous 0.14%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$488.01 - $604.18 $112,242 - $138,961	230 Added 26.78%	1,089 $636,000
Q2 2024 Jul 10, 2024	SELL	$439.2 - $524.63 $32,061 - $38,297	-73 Reduced 7.83%	859 $437,000
Q1 2024 Apr 10, 2024	BUY	$472.6 - $545.42 $20,794 - $23,998	44 Added 4.95%	932 $461,000
Q4 2023 Jan 12, 2024	BUY	$509.47 - $552.97 $38,719 - $42,025	76 Added 9.36%	888 $467,000
Q3 2023 Oct 20, 2023	BUY	$447.75 - $510.93 $4,477 - $5,109	10 Added 1.25%	812 $409,000
Q2 2023 Jul 12, 2023	SELL	$458.49 - $526.23 $16,047 - $18,418	-35 Reduced 4.18%	802 $385,000
Q1 2023 Apr 10, 2023	BUY	$460.33 - $518.33 $28,080 - $31,618	61 Added 7.86%	837 $395,000
Q4 2022 Jan 23, 2023	BUY	$498.86 - $555.15 $30,929 - $34,419	62 Added 8.68%	776 $0
Q3 2022 Oct 17, 2022	BUY	$501.24 - $549.95 $7,518 - $8,249	15 Added 2.15%	714 $361,000
Q2 2022 Jul 29, 2022	SELL	$452.06 - $546.01 $4,520 - $5,460	-10 Reduced 1.41%	699 $359,000
Q1 2022 May 05, 2022	SELL	$455.89 - $520.82 $11,397 - $13,020	-25 Reduced 3.41%	709 $362,000
Q4 2021 Jan 19, 2022	BUY	$387.01 - $505.58 $1,548 - $2,022	4 Added 0.55%	734 $369,000
Q2 2021 Jul 16, 2021	SELL	$364.37 - $420.89 $26,234 - $30,304	-72 Reduced 8.98%	730 $292,000
Q1 2021 Apr 19, 2021	BUY	$324.34 - $379.06 $648 - $758	2 Added 0.25%	802 $298,000
Q4 2020 Jan 19, 2021	SELL	$303.68 - $356.82 $14,880 - $17,484	-49 Reduced 5.77%	800 $281,000
Q3 2020 Oct 09, 2020	BUY	$291.16 - $323.7 $247,194 - $274,821	849 New	849 $265,000

Others Institutions Holding UNH

# of Institutions

3,838

Shares Held

775M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $473B
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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Lantz Financial LLC Unitedhealth Group Inc Transaction History