Mark Sheptoff Financial Planning, LLC Unitedhealth Group Inc Transaction History

Mark Sheptoff Financial Planning, LLC

  • $182 Million
  • Q4 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 25,938 shares of UNH stock, worth $13.4 Million. This represents 7.21% of its overall portfolio holdings.

Number of Shares
25,938
Previous 27,918 7.09%
Holding current value
$13.4 Million
Previous $16.3 Million 19.62%
% of portfolio
7.21%
Previous 8.79%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$485.52 - $625.25 $961,329 - $1.24 Million
-1,980 Reduced 7.09%
25,938 $13.1 Million
Q3 2024

Nov 14, 2024
SELL
$488.01 - $604.18 $324,526 - $401,779
-665 Reduced 2.33%
27,918 $16.3 Million
Q2 2024

Aug 12, 2024
SELL
$439.2 - $524.63 $361,900 - $432,295
-824 Reduced 2.8%
28,583 $14.6 Million
Q1 2024

May 10, 2024
SELL
$472.6 - $545.42 $128,074 - $147,808
-271 Reduced 0.91%
29,407 $14.5 Million
Q4 2023

Feb 09, 2024
SELL
$509.47 - $552.97 $253,716 - $275,379
-498 Reduced 1.65%
29,678 $15.6 Million
Q3 2023

Nov 09, 2023
SELL
$447.75 - $510.93 $203,726 - $232,473
-455 Reduced 1.49%
30,176 $15.2 Million
Q2 2023

Aug 10, 2023
SELL
$458.49 - $526.23 $88,030 - $101,036
-192 Reduced 0.62%
30,631 $14.7 Million
Q1 2023

May 11, 2023
SELL
$460.33 - $518.33 $118,304 - $133,210
-257 Reduced 0.83%
30,823 $14.6 Million
Q4 2022

Feb 14, 2023
SELL
$498.86 - $555.15 $1,995 - $2,220
-4 Reduced 0.01%
31,080 $16.5 Million
Q3 2022

Nov 08, 2022
BUY
$501.24 - $549.95 $26,565 - $29,147
53 Added 0.17%
31,084 $15.7 Million
Q2 2022

Aug 11, 2022
SELL
$452.06 - $546.01 $123,412 - $149,060
-273 Reduced 0.87%
31,031 $15.9 Million
Q1 2022

May 12, 2022
SELL
$455.89 - $520.82 $363,344 - $415,093
-797 Reduced 2.48%
31,304 $16 Million
Q4 2021

Feb 11, 2022
BUY
$387.01 - $505.58 $1,935 - $2,527
5 Added 0.02%
32,101 $16.1 Million
Q3 2021

Nov 10, 2021
SELL
$390.74 - $429.71 $282,114 - $310,250
-722 Reduced 2.2%
32,096 $12.5 Million
Q2 2021

Aug 12, 2021
SELL
$364.37 - $420.89 $202,954 - $234,435
-557 Reduced 1.67%
32,818 $13.1 Million
Q1 2021

May 11, 2021
BUY
$324.34 - $379.06 $973 - $1,137
3 Added 0.01%
33,375 $12.4 Million
Q4 2020

Feb 11, 2021
SELL
$303.68 - $356.82 $351,054 - $412,483
-1,156 Reduced 3.35%
33,372 $11.7 Million
Q3 2020

Nov 12, 2020
SELL
$291.16 - $323.7 $77,739 - $86,427
-267 Reduced 0.77%
34,528 $10.8 Million
Q2 2020

Aug 10, 2020
SELL
$229.49 - $311.85 $243,947 - $331,496
-1,063 Reduced 2.96%
34,795 $10.3 Million
Q1 2020

May 07, 2020
SELL
$194.86 - $305.31 $191,157 - $299,509
-981 Reduced 2.66%
35,858 $8.94 Million
Q4 2019

Feb 10, 2020
SELL
$215.36 - $295.97 $91,958 - $126,379
-427 Reduced 1.15%
36,839 $10.8 Million
Q3 2019

Nov 12, 2019
SELL
$215.26 - $266.65 $45,419 - $56,263
-211 Reduced 0.56%
37,266 $8.1 Million
Q2 2019

Aug 12, 2019
SELL
$216.84 - $252.28 $21,033 - $24,471
-97 Reduced 0.26%
37,477 $9.15 Million
Q1 2019

May 10, 2019
SELL
$236.02 - $271.13 $6,608 - $7,591
-28 Reduced 0.07%
37,574 $9.29 Million
Q4 2018

Feb 11, 2019
BUY
$232.94 - $286.33 $74,074 - $91,052
318 Added 0.85%
37,602 $9.37 Million
Q3 2018

Nov 13, 2018
BUY
$246.98 - $269.65 $740 - $808
3 Added 0.01%
37,284 $9.92 Million
Q2 2018

Aug 09, 2018
SELL
$217.2 - $255.98 $20,851 - $24,574
-96 Reduced 0.26%
37,281 $9.15 Million
Q1 2018

May 08, 2018
BUY
$212.55 - $248.47 $81,831 - $95,660
385 Added 1.04%
37,377 $8 Million
Q4 2017

Feb 09, 2018
SELL
$192.52 - $228.17 $139,191 - $164,966
-723 Reduced 1.92%
36,992 $8.16 Million
Q3 2017

Nov 09, 2017
BUY
$190.82 - $199.75 $7.2 Million - $7.53 Million
37,715
37,715 $7.39 Million

Others Institutions Holding UNH

# of Institutions
4,077
Shares Held
765M
Call Options Held
9.06M
Put Options Held
9.06M
View Full List

About UNITEDHEALTH GROUP INC

UNH Quotes by TradingView
  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $483B
  • 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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