Modera Wealth Management, LLC Unitedhealth Group Inc Transaction History

Modera Wealth Management, LLC

$6.75 Billion
Q2 2024

A detailed history of Modera Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Modera Wealth Management, LLC holds 36,280 shares of UNH stock, worth $21.4 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

36,280

Previous 37,515 3.29%

Holding current value

$21.4 Million

Previous $18.6 Million 0.45%

% of portfolio

0.27%

Previous 0.28%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	SELL	$439.2 - $524.63 $542,412 - $647,918	-1,235 Reduced 3.29%	36,280 $18.5 Million
Q1 2024 May 14, 2024	SELL	$472.6 - $545.42 $451,805 - $521,421	-956 Reduced 2.48%	37,515 $18.6 Million
Q4 2023 Feb 14, 2024	SELL	$509.47 - $552.97 $644,989 - $700,060	-1,266 Reduced 3.19%	38,471 $20.3 Million
Q3 2023 Nov 01, 2023	BUY	$447.75 - $510.93 $736,996 - $840,990	1,646 Added 4.32%	39,737 $20 Million
Q2 2023 Aug 07, 2023	BUY	$458.49 - $526.23 $15 Million - $17.2 Million	32,756 Added 613.98%	38,091 $18.3 Million
Q1 2023 May 05, 2023	BUY	$460.33 - $518.33 $26,699 - $30,063	58 Added 1.1%	5,335 $2.52 Million
Q4 2022 Feb 07, 2023	SELL	$498.86 - $555.15 $498 - $555	-1 Reduced 0.02%	5,277 $2.8 Million
Q3 2022 Nov 01, 2022	SELL	$501.24 - $549.95 $40,600 - $44,545	-81 Reduced 1.51%	5,278 $2.67 Million
Q2 2022 Jul 27, 2022	SELL	$452.06 - $546.01 $9,493 - $11,466	-21 Reduced 0.39%	5,359 $2.75 Million
Q1 2022 May 03, 2022	BUY	$455.89 - $520.82 $37,382 - $42,707	82 Added 1.55%	5,380 $2.74 Million
Q4 2021 Feb 04, 2022	BUY	$387.01 - $505.58 $1.54 Million - $2.02 Million	3,992 Added 305.67%	5,298 $2.66 Million
Q3 2021 Nov 04, 2021	SELL	$390.74 - $429.71 $34,385 - $37,814	-88 Reduced 6.31%	1,306 $510,000
Q2 2021 Aug 02, 2021	SELL	$364.37 - $420.89 $9,473 - $10,943	-26 Reduced 1.83%	1,394 $558,000
Q1 2021 Apr 29, 2021	BUY	$324.34 - $379.06 $10,378 - $12,129	32 Added 2.31%	1,420 $528,000
Q4 2020 Feb 11, 2021	BUY	$303.68 - $356.82 $421,507 - $495,266	1,388 New	1,388 $487,000

Others Institutions Holding UNH

# of Institutions

3,734

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 $551B
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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Modera Wealth Management, LLC Unitedhealth Group Inc Transaction History