A detailed history of Pathstone Family Office, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Pathstone Family Office, LLC holds 62,932 shares of UNH stock, worth $30.8 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
62,932
Previous 35,468 77.43%
Holding current value
$30.8 Million
Previous $17 Million 86.13%
% of portfolio
0.2%
Previous 0.26%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$447.75 - $510.93 $12.3 Million - $14 Million
27,464 Added 77.43%
62,932 $31.7 Million
Q2 2023

Jan 12, 2024

SELL
$458.49 - $526.23 $12.4 Million - $14.3 Million
-27,083 Reduced 43.04%
35,849 $17.2 Million
Q2 2023

Aug 14, 2023

SELL
$458.49 - $526.23 $104,994 - $120,506
-229 Reduced 0.64%
35,468 $17 Million
Q1 2023

May 15, 2023

SELL
$460.33 - $518.33 $9 Million - $10.1 Million
-19,545 Reduced 35.38%
35,697 $16.9 Million
Q4 2022

Oct 23, 2023

BUY
$498.86 - $555.15 $11.8 Million - $13.1 Million
23,652 Added 74.87%
55,242 $29.3 Million
Q4 2022

Feb 13, 2023

BUY
$498.86 - $555.15 $1.56 Million - $1.74 Million
3,132 Added 6.01%
55,242 $29.3 Million
Q3 2022

Oct 23, 2023

SELL
$501.24 - $549.95 $3.16 Million - $3.46 Million
-6,297 Reduced 16.62%
31,590 $16 Million
Q3 2022

Nov 14, 2022

SELL
$501.24 - $549.95 $2.75 Million - $3.01 Million
-5,479 Reduced 9.51%
52,110 $26.8 Million
Q2 2022

Oct 23, 2023

BUY
$452.06 - $546.01 $1.09 Million - $1.32 Million
2,419 Added 6.82%
37,887 $19.5 Million
Q2 2022

Aug 15, 2022

BUY
$452.06 - $546.01 $16.8 Million - $20.3 Million
37,267 Added 183.38%
57,589 $29.6 Million
Q1 2022

May 16, 2022

SELL
$455.89 - $520.82 $778,204 - $889,039
-1,707 Reduced 7.75%
20,322 $10.9 Million
Q4 2021

Feb 14, 2022

BUY
$387.01 - $505.58 $403,651 - $527,319
1,043 Added 4.97%
22,029 $11.1 Million
Q3 2021

Nov 16, 2021

BUY
$390.74 - $429.71 $630,263 - $693,122
1,613 Added 8.33%
20,986 $8.2 Million
Q2 2021

Aug 31, 2021

BUY
$364.37 - $420.89 $236,476 - $273,157
649 Added 3.47%
19,373 $7.76 Million
Q1 2021

May 14, 2021

BUY
$324.34 - $379.06 $4.88 Million - $5.7 Million
15,037 Added 407.84%
18,724 $6.97 Million
Q4 2020

Feb 16, 2021

BUY
$303.68 - $356.82 $1.02 Million - $1.2 Million
3,368 Added 1055.8%
3,687 $1.29 Million
Q3 2020

Nov 12, 2020

SELL
$291.16 - $323.7 $5,823 - $6,474
-20 Reduced 5.9%
319 $100,000
Q2 2020

Aug 14, 2020

SELL
$229.49 - $311.85 $74,354 - $101,039
-324 Closed
0 $0
Q1 2020

Jun 11, 2020

BUY
$194.86 - $305.31 $18,511 - $29,004
95 Added 41.48%
324 $82,000
Q1 2020

May 07, 2020

BUY
$194.86 - $305.31 $5,261 - $8,243
27 Added 13.37%
229 $57.1 Million
Q4 2019

Feb 14, 2020

SELL
$215.36 - $295.97 $430 - $591
-2 Reduced 0.98%
202 $593,000
Q3 2019

Nov 13, 2019

BUY
$215.26 - $266.65 $5,166 - $6,399
24 Added 13.33%
204 $42,000
Q2 2019

Aug 14, 2019

SELL
$216.84 - $252.28 $113,624 - $132,194
-524 Reduced 74.43%
180 $46,000
Q1 2019

May 14, 2019

BUY
$236.02 - $271.13 $22,421 - $25,757
95 Added 15.6%
704 $176,000
Q4 2018

Feb 14, 2019

BUY
$232.94 - $286.33 $2,795 - $3,435
12 Added 2.01%
609 $153,000
Q3 2018

Nov 09, 2018

BUY
$246.98 - $269.65 $137,814 - $150,464
558 Added 1430.77%
597 $160,000
Q2 2018

Aug 10, 2018

SELL
$217.2 - $255.98 $136,184 - $160,499
-627 Reduced 94.14%
39 $10,000
Q1 2018

May 15, 2018

BUY
$212.55 - $248.47 $17,641 - $20,623
83 Added 14.24%
666 $142,000
Q4 2017

Feb 12, 2018

BUY
$192.52 - $228.17 $112,239 - $133,023
583 New
583 $129,000
Q3 2017

Nov 14, 2017

SELL
$190.82 - $199.75 $111,248 - $116,454
-583 Closed
0 $0
Q2 2017

Aug 16, 2017

BUY
N/A
583
583 $108,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $458B
  • 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
Track This Portfolio

Track Pathstone Family Office, LLC Portfolio

Follow Pathstone Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pathstone Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pathstone Family Office, LLC with notifications on news.