Principle Wealth Partners LLC Unitedhealth Group Inc Transaction History

Principle Wealth Partners LLC

$1.25 Billion
Q2 2024

A detailed history of Principle Wealth Partners LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Principle Wealth Partners LLC holds 7,600 shares of UNH stock, worth $4.41 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

7,600

Previous 7,550 0.66%

Holding current value

$4.41 Million

Previous $3.73 Million 3.64%

% of portfolio

0.31%

Previous 0.31%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$439.2 - $524.63 $21,960 - $26,231	50 Added 0.66%	7,600 $3.87 Million
Q1 2024 Apr 23, 2024	BUY	$472.6 - $545.42 $9,452 - $10,908	20 Added 0.27%	7,550 $3.73 Million
Q4 2023 Feb 05, 2024	BUY	$509.47 - $552.97 $60,626 - $65,803	119 Added 1.61%	7,530 $3.96 Million
Q3 2023 Nov 01, 2023	BUY	$447.75 - $510.93 $77,460 - $88,390	173 Added 2.39%	7,411 $3.74 Million
Q2 2023 Jul 31, 2023	SELL	$458.49 - $526.23 $18,798 - $21,575	-41 Reduced 0.56%	7,238 $3.48 Million
Q1 2023 May 10, 2023	BUY	$460.33 - $518.33 $258,705 - $291,301	562 Added 8.37%	7,279 $3.44 Million
Q4 2022 Feb 02, 2023	SELL	$498.86 - $555.15 $52,380 - $58,290	-105 Reduced 1.54%	6,717 $3.56 Million
Q3 2022 Nov 14, 2022	SELL	$501.24 - $549.95 $33,081 - $36,296	-66 Reduced 0.96%	6,822 $3.45 Million
Q2 2022 Aug 02, 2022	BUY	$452.06 - $546.01 $18,534 - $22,386	41 Added 0.6%	6,888 $3.54 Million
Q4 2021 Feb 11, 2022	BUY	$387.01 - $505.58 $54,955 - $71,792	142 Added 2.12%	6,847 $3.44 Million
Q3 2021 Nov 16, 2021	BUY	$390.74 - $429.71 $78,148 - $85,942	200 Added 3.07%	6,705 $2.62 Million
Q2 2021 Aug 13, 2021	BUY	$364.37 - $420.89 $12,752 - $14,731	35 Added 0.54%	6,505 $2.61 Million
Q4 2020 Feb 16, 2021	BUY	$303.68 - $356.82 $220,168 - $258,694	725 Added 12.62%	6,470 $2.27 Million
Q3 2020 Nov 16, 2020	BUY	$291.16 - $323.7 $7,570 - $8,416	26 Added 0.45%	5,745 $1.79 Million
Q2 2020 Aug 14, 2020	BUY	$229.49 - $311.85 $6,655 - $9,043	29 Added 0.51%	5,719 $1.69 Million
Q1 2020 May 13, 2020	BUY	$194.86 - $305.31 $379,782 - $595,049	1,949 Added 52.1%	5,690 $1.42 Million
Q3 2019 Nov 05, 2019	BUY	$215.26 - $266.65 $111,719 - $138,391	519 Added 16.11%	3,741 $813,000
Q2 2019 Nov 05, 2019	BUY	$216.84 - $252.28 $99,963 - $116,301	461 Added 16.7%	3,222 $786,000
Q1 2019 Oct 30, 2019	BUY	$236.02 - $271.13 $84,023 - $96,522	356 Added 14.8%	2,761 $683,000
Q4 2018 Oct 11, 2019	BUY	$232.94 - $286.33 $560,220 - $688,623	2,405 New	2,405 $599,000

Others Institutions Holding UNH

# of Institutions

3,735

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 $543B
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...

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Principle Wealth Partners LLC Unitedhealth Group Inc Transaction History