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 $35.1 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
62,932
Previous 35,468 77.43%
Holding current value
$35.1 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 $522B
  • 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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