Marcum Wealth, LLC Unitedhealth Group Inc Transaction History

Marcum Wealth, LLC

$988 Million
Q2 2024

A detailed history of Marcum Wealth, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Marcum Wealth, LLC holds 4,884 shares of UNH stock, worth $2.92 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

4,884

Previous 4,936 1.05%

Holding current value

$2.92 Million

Previous $2.44 Million 1.88%

% of portfolio

0.25%

Previous 0.25%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 02, 2024	SELL	$439.2 - $524.63 $22,838 - $27,280	-52 Reduced 1.05%	4,884 $2.49 Million
Q1 2024 Apr 10, 2024	SELL	$472.6 - $545.42 $140,362 - $161,989	-297 Reduced 5.68%	4,936 $2.44 Million
Q4 2023 Jan 10, 2024	BUY	$509.47 - $552.97 $103,422 - $112,252	203 Added 4.04%	5,233 $2.76 Million
Q3 2023 Oct 10, 2023	BUY	$447.75 - $510.93 $29,999 - $34,232	67 Added 1.35%	5,030 $2.54 Million
Q2 2023 Jul 13, 2023	SELL	$458.49 - $526.23 $35,762 - $41,045	-78 Reduced 1.55%	4,963 $2.39 Million
Q1 2023 Apr 19, 2023	SELL	$460.33 - $518.33 $101,732 - $114,550	-221 Reduced 4.2%	5,041 $2.38 Million
Q4 2022 Jan 12, 2023	BUY	$498.86 - $555.15 $46,892 - $52,184	94 Added 1.82%	5,262 $0
Q3 2022 Oct 11, 2022	SELL	$501.24 - $549.95 $4,511 - $4,949	-9 Reduced 0.17%	5,168 $2.61 Million
Q2 2022 Jul 14, 2022	SELL	$452.06 - $546.01 $75,946 - $91,729	-168 Reduced 3.14%	5,177 $2.66 Million
Q1 2022 Apr 20, 2022	BUY	$455.89 - $520.82 $14,132 - $16,145	31 Added 0.58%	5,345 $2.73 Million
Q4 2021 Feb 01, 2022	SELL	$387.01 - $505.58 $51,085 - $66,736	-132 Reduced 2.42%	5,314 $2.67 Million
Q3 2021 Nov 08, 2021	SELL	$390.74 - $429.71 $984,664 - $1.08 Million	-2,520 Reduced 31.63%	5,446 $2.13 Million
Q2 2021 Aug 10, 2021	BUY	$364.37 - $420.89 $8,380 - $9,680	23 Added 0.29%	7,966 $3.19 Million
Q1 2021 May 11, 2021	BUY	$324.34 - $379.06 $2.36 Million - $2.76 Million	7,287 Added 1110.82%	7,943 $2.96 Million
Q4 2020 Feb 09, 2021	BUY	$303.68 - $356.82 $199,214 - $234,073	656 New	656 $230,000
Q3 2020 Nov 09, 2020	SELL	$291.16 - $323.7 $210,799 - $234,358	-724 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$229.49 - $311.85 $166,150 - $225,779	724 New	724 $214,000

Others Institutions Holding UNH

# of Institutions

3,732

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 $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...

More about UNH

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Marcum Wealth, LLC Unitedhealth Group Inc Transaction History