Mascoma Wealth Management LLC Unitedhealth Group Inc Transaction History

Mascoma Wealth Management LLC

$400 Million
Q3 2024

A detailed history of Mascoma Wealth Management LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 654 shares of UNH stock, worth $396,840. This represents 0.1% of its overall portfolio holdings.

Number of Shares

654

Previous 706 7.37%

Holding current value

$396,840

Previous $359,000 6.41%

% of portfolio

0.1%

Previous 0.1%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$488.01 - $604.18 $25,376 - $31,417	-52 Reduced 7.37%	654 $382,000
Q2 2024 Aug 02, 2024	SELL	$439.2 - $524.63 $56,656 - $67,677	-129 Reduced 15.45%	706 $359,000
Q4 2023 Jan 24, 2024	SELL	$509.47 - $552.97 $11,717 - $12,718	-23 Reduced 2.68%	835 $439,000
Q3 2023 Oct 13, 2023	BUY	$447.75 - $510.93 $41,193 - $47,005	92 Added 12.01%	858 $432,000
Q2 2023 Aug 09, 2023	SELL	$458.49 - $526.23 $45,390 - $52,096	-99 Reduced 11.45%	766 $368,000
Q1 2023 May 01, 2023	SELL	$460.33 - $518.33 $11,047 - $12,439	-24 Reduced 2.7%	865 $408,000
Q4 2022 Jan 24, 2023	SELL	$498.86 - $555.15 $81,314 - $90,489	-163 Reduced 15.49%	889 $0
Q3 2022 Oct 18, 2022	BUY	$501.24 - $549.95 $501 - $549	1 Added 0.1%	1,052 $531,000
Q2 2022 Jul 14, 2022	SELL	$452.06 - $546.01 $16,274 - $19,656	-36 Reduced 3.31%	1,051 $540,000
Q1 2022 Apr 25, 2022	BUY	$455.89 - $520.82 $51,059 - $58,331	112 Added 11.49%	1,087 $554,000
Q4 2021 Jan 21, 2022	BUY	$387.01 - $505.58 $42,184 - $55,108	109 Added 12.59%	975 $489,000
Q3 2021 Oct 06, 2021	SELL	$390.74 - $429.71 $3,516 - $3,867	-9 Reduced 1.03%	866 $338,000
Q1 2021 Apr 26, 2021	BUY	$324.34 - $379.06 $23,028 - $26,913	71 Added 8.83%	875 $325,000
Q4 2020 Jan 26, 2021	BUY	$303.68 - $356.82 $244,158 - $286,883	804 New	804 $281,000
Q3 2019 Nov 21, 2019	SELL	$215.26 - $266.65 $189,213 - $234,385	-879 Closed	0 $0
Q1 2019 Apr 23, 2019	BUY	$236.02 - $271.13 $2,124 - $2,440	9 Added 1.03%	879 $217,000
Q4 2017 Feb 05, 2018	SELL	$192.52 - $228.17 $26,952 - $31,943	-140 Reduced 13.86%	870 $202,000
Q3 2017 Nov 07, 2017	BUY	$190.82 - $199.75 $192,728 - $201,747	1,010	1,010 $198,000

Others Institutions Holding UNH

# of Institutions

3,836

Shares Held

777M

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 $568B
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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Mascoma Wealth Management LLC Unitedhealth Group Inc Transaction History