Meritage Portfolio Management Unitedhealth Group Inc Transaction History

Meritage Portfolio Management

$1.63 Billion
Q3 2024

A detailed history of Meritage Portfolio Management transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Meritage Portfolio Management holds 11,232 shares of UNH stock, worth $6.64 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

11,232

Previous 14,759 23.9%

Holding current value

$6.64 Million

Previous $7.52 Million 12.63%

% of portfolio

0.4%

Previous 0.47%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$488.01 - $604.18 $1.72 Million - $2.13 Million	-3,527 Reduced 23.9%	11,232 $6.57 Million
Q2 2024 Aug 08, 2024	SELL	$439.2 - $524.63 $61,048 - $72,923	-139 Reduced 0.93%	14,759 $7.52 Million
Q1 2024 Apr 29, 2024	SELL	$472.6 - $545.42 $448,970 - $518,148	-950 Reduced 5.99%	14,898 $7.37 Million
Q4 2023 Feb 02, 2024	BUY	$509.47 - $552.97 $503,356 - $546,334	988 Added 6.65%	15,848 $8.34 Million
Q3 2023 Oct 30, 2023	SELL	$447.75 - $510.93 $165,219 - $188,533	-369 Reduced 2.42%	14,860 $7.49 Million
Q2 2023 Jul 31, 2023	SELL	$458.49 - $526.23 $410,348 - $470,975	-895 Reduced 5.55%	15,229 $7.32 Million
Q1 2023 Apr 25, 2023	SELL	$460.33 - $518.33 $1,841 - $2,073	-4 Reduced 0.02%	16,124 $7.62 Million
Q4 2022 Feb 01, 2023	SELL	$498.86 - $555.15 $130,701 - $145,449	-262 Reduced 1.6%	16,128 $8.55 Million
Q3 2022 Oct 25, 2022	SELL	$501.24 - $549.95 $275,180 - $301,922	-549 Reduced 3.24%	16,390 $8.28 Million
Q2 2022 Jul 25, 2022	BUY	$452.06 - $546.01 $134,713 - $162,710	298 Added 1.79%	16,939 $8.7 Million
Q1 2022 Apr 25, 2022	BUY	$455.89 - $520.82 $103,031 - $117,705	226 Added 1.38%	16,641 $8.49 Million
Q4 2021 Jan 28, 2022	SELL	$387.01 - $505.58 $22,059 - $28,818	-57 Reduced 0.35%	16,415 $8.24 Million
Q3 2021 Oct 26, 2021	BUY	$390.74 - $429.71 $39,464 - $43,400	101 Added 0.62%	16,472 $6.44 Million
Q2 2021 Jul 26, 2021	BUY	$364.37 - $420.89 $178,176 - $205,815	489 Added 3.08%	16,371 $6.56 Million
Q1 2021 Apr 27, 2021	BUY	$324.34 - $379.06 $832,256 - $972,667	2,566 Added 19.27%	15,882 $5.91 Million
Q4 2020 Feb 03, 2021	BUY	$303.68 - $356.82 $218,649 - $256,910	720 Added 5.72%	13,316 $4.67 Million
Q3 2020 Oct 26, 2020	BUY	$291.16 - $323.7 $32,901 - $36,578	113 Added 0.91%	12,596 $3.93 Million
Q2 2020 Jul 27, 2020	SELL	$229.49 - $311.85 $126,907 - $172,453	-553 Reduced 4.24%	12,483 $3.68 Million
Q1 2020 Apr 27, 2020	SELL	$194.86 - $305.31 $172,451 - $270,199	-885 Reduced 6.36%	13,036 $3.25 Million
Q4 2019 Jan 27, 2020	SELL	$215.36 - $295.97 $136,322 - $187,349	-633 Reduced 4.35%	13,921 $4.09 Million
Q3 2019 Oct 25, 2019	SELL	$215.26 - $266.65 $812,606 - $1.01 Million	-3,775 Reduced 20.6%	14,554 $3.16 Million
Q2 2019 Jul 30, 2019	SELL	$216.84 - $252.28 $453,195 - $527,265	-2,090 Reduced 10.24%	18,329 $4.47 Million
Q1 2019 Apr 25, 2019	SELL	$236.02 - $271.13 $195,188 - $224,224	-827 Reduced 3.89%	20,419 $5.05 Million
Q4 2018 Jan 25, 2019	SELL	$232.94 - $286.33 $132,542 - $162,921	-569 Reduced 2.61%	21,246 $5.29 Million
Q3 2018 Oct 30, 2018	SELL	$246.98 - $269.65 $82,985 - $90,602	-336 Reduced 1.52%	21,815 $5.8 Million
Q2 2018 Jul 25, 2018	SELL	$217.2 - $255.98 $225,236 - $265,451	-1,037 Reduced 4.47%	22,151 $5.44 Million
Q1 2018 Apr 26, 2018	SELL	$212.55 - $248.47 $45,273 - $52,924	-213 Reduced 0.91%	23,188 $4.96 Million
Q4 2017 Jan 29, 2018	SELL	$192.52 - $228.17 $2.69 Million - $3.18 Million	-13,953 Reduced 37.35%	23,401 $5.16 Million
Q3 2017 Oct 16, 2017	BUY	$190.82 - $199.75 $7.13 Million - $7.46 Million	37,354	37,354 $7.32 Million

Others Institutions Holding UNH

# of Institutions

3,833

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 $553B
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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Meritage Portfolio Management Unitedhealth Group Inc Transaction History