A detailed history of Montag A & Associates Inc transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Montag A & Associates Inc holds 11,399 shares of UNH stock, worth $6.74 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
11,399
Previous 11,132 2.4%
Holding current value
$6.74 Million
Previous $5.67 Million 17.55%
% of portfolio
0.32%
Previous 0.29%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$488.01 - $604.18 $130,298 - $161,316
267 Added 2.4%
11,399 $6.66 Million
Q2 2024

Jul 31, 2024

SELL
$439.2 - $524.63 $65,440 - $78,169
-149 Reduced 1.32%
11,132 $5.67 Million
Q1 2024

May 07, 2024

BUY
$472.6 - $545.42 $92,629 - $106,902
196 Added 1.77%
11,281 $5.58 Million
Q4 2023

Feb 07, 2024

BUY
$509.47 - $552.97 $1,018 - $1,105
2 Added 0.02%
11,085 $5.84 Million
Q3 2023

Nov 09, 2023

SELL
$447.75 - $510.93 $20,596 - $23,502
-46 Reduced 0.41%
11,083 $5.59 Million
Q2 2023

Aug 09, 2023

SELL
$458.49 - $526.23 $957,327 - $1.1 Million
-2,088 Reduced 15.8%
11,129 $5.35 Million
Q1 2023

May 11, 2023

SELL
$460.33 - $518.33 $645,382 - $726,698
-1,402 Reduced 9.59%
13,217 $6.25 Million
Q4 2022

Feb 02, 2023

BUY
$498.86 - $555.15 $481,898 - $536,274
966 Added 7.08%
14,619 $7.75 Million
Q3 2022

Nov 09, 2022

SELL
$501.24 - $549.95 $112,779 - $123,738
-225 Reduced 1.62%
13,653 $6.9 Million
Q2 2022

Aug 10, 2022

BUY
$452.06 - $546.01 $68,713 - $82,993
152 Added 1.11%
13,878 $7.13 Million
Q1 2022

May 02, 2022

SELL
$455.89 - $520.82 $44,677 - $51,040
-98 Reduced 0.71%
13,726 $7 Million
Q4 2021

Feb 09, 2022

BUY
$387.01 - $505.58 $491,502 - $642,086
1,270 Added 10.12%
13,824 $6.94 Million
Q3 2021

Nov 08, 2021

SELL
$390.74 - $429.71 $38,292 - $42,111
-98 Reduced 0.77%
12,554 $4.91 Million
Q2 2021

Aug 03, 2021

SELL
$364.37 - $420.89 $106,760 - $123,320
-293 Reduced 2.26%
12,652 $5.07 Million
Q1 2021

May 14, 2021

BUY
$324.34 - $379.06 $73,625 - $86,046
227 Added 1.78%
12,945 $4.82 Million
Q4 2020

Feb 12, 2021

BUY
$303.68 - $356.82 $177,652 - $208,739
585 Added 4.82%
12,718 $4.46 Million
Q3 2020

Nov 12, 2020

SELL
$291.16 - $323.7 $47,459 - $52,763
-163 Reduced 1.33%
12,133 $3.78 Million
Q2 2020

Aug 04, 2020

BUY
$229.49 - $311.85 $2,524 - $3,430
11 Added 0.09%
12,296 $3.63 Million
Q1 2020

May 06, 2020

SELL
$194.86 - $305.31 $48,715 - $76,327
-250 Reduced 1.99%
12,285 $3.06 Million
Q4 2019

Feb 05, 2020

BUY
$215.36 - $295.97 $59,224 - $81,391
275 Added 2.24%
12,535 $3.69 Million
Q3 2019

Nov 04, 2019

SELL
$215.26 - $266.65 $1.04 Million - $1.29 Million
-4,821 Reduced 28.22%
12,260 $2.66 Million
Q2 2019

Aug 06, 2019

SELL
$216.84 - $252.28 $1.21 Million - $1.41 Million
-5,570 Reduced 24.59%
17,081 $4.17 Million
Q1 2019

May 01, 2019

SELL
$236.02 - $271.13 $61,129 - $70,222
-259 Reduced 1.13%
22,651 $5.6 Million
Q4 2018

Feb 06, 2019

SELL
$232.94 - $286.33 $648,039 - $796,570
-2,782 Reduced 10.83%
22,910 $5.71 Million
Q3 2018

Nov 07, 2018

BUY
$246.98 - $269.65 $1.02 Million - $1.12 Million
4,143 Added 19.23%
25,692 $6.84 Million
Q2 2018

Aug 08, 2018

SELL
$217.2 - $255.98 $108,600 - $127,990
-500 Reduced 2.27%
21,549 $5.29 Million
Q2 2018

Aug 01, 2018

BUY
$217.2 - $255.98 $222,630 - $262,379
1,025 Added 4.88%
22,049 $5.41 Million
Q1 2018

May 07, 2018

SELL
$212.55 - $248.47 $126,679 - $148,088
-596 Reduced 2.76%
21,024 $4.5 Million
Q4 2017

Feb 09, 2018

SELL
$192.52 - $228.17 $61,606 - $73,014
-320 Reduced 1.46%
21,620 $4.77 Million
Q3 2017

Nov 06, 2017

BUY
$190.82 - $199.75 $4.19 Million - $4.38 Million
21,940
21,940 $4.3 Million

Others Institutions Holding UNH

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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