A detailed history of Pensionmark Financial Group, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 41,575 shares of UNH stock, worth $20.8 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
41,575
Previous 331,664 87.46%
Holding current value
$20.8 Million
Previous $194 Million 87.46%
% of portfolio
0.79%
Previous 1.07%

Shares

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

Nov 25, 2024

SELL
$488.01 - $604.18 $142 Million - $175 Million
-290,089 Reduced 87.46%
41,575 $24.3 Million
Q3 2024

Nov 14, 2024

BUY
$488.01 - $604.18 $156 Million - $193 Million
319,413 Added 2607.24%
331,664 $194 Million
Q2 2024

Aug 14, 2024

BUY
$439.2 - $524.63 $4.28 Million - $5.11 Million
9,739 Added 387.7%
12,251 $6.24 Million
Q1 2024

May 15, 2024

SELL
$472.6 - $545.42 $2.51 Million - $2.9 Million
-5,315 Reduced 67.91%
2,512 $1.24 Million
Q4 2023

Feb 14, 2024

BUY
$509.47 - $552.97 $3.58 Million - $3.88 Million
7,022 Added 872.3%
7,827 $4.12 Million
Q3 2023

Nov 14, 2023

BUY
$447.75 - $510.93 $28,656 - $32,699
64 Added 8.64%
805 $405,000
Q2 2023

Aug 14, 2023

BUY
$458.49 - $526.23 $123,792 - $142,082
270 Added 57.32%
741 $356,000
Q1 2023

May 15, 2023

SELL
$460.33 - $518.33 $6,904 - $7,774
-15 Reduced 3.09%
471 $222,000
Q4 2022

Feb 14, 2023

SELL
$498.86 - $555.15 $59,364 - $66,062
-119 Reduced 19.67%
486 $257,000
Q3 2022

Nov 14, 2022

BUY
$501.24 - $549.95 $76,188 - $83,592
152 Added 33.55%
605 $305,000
Q2 2022

Aug 09, 2022

BUY
$452.06 - $546.01 $5,876 - $7,098
13 Added 2.95%
453 $245,000
Q1 2022

May 12, 2022

SELL
$455.89 - $520.82 $1,367 - $1,562
-3 Reduced 0.68%
440 $225,000
Q4 2021

Feb 11, 2022

BUY
$387.01 - $505.58 $171,445 - $223,971
443 New
443 $216,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $468B
  • 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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