Reston Wealth Management LLC Unitedhealth Group Inc Transaction History

Reston Wealth Management LLC

$250 Million
Q2 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 24, 2024	BUY	$509.47 - $552.97 $13,755 - $14,930	27 Added 4.27%	660 $347,000
Q3 2023 Oct 20, 2023	BUY	$447.75 - $510.93 $16,119 - $18,393	36 Added 6.03%	633 $319,000
Q2 2023 Aug 07, 2023	BUY	$458.49 - $526.23 $10,086 - $11,577	22 Added 3.83%	597 $286,000
Q1 2023 May 08, 2023	SELL	$460.33 - $518.33 $19,794 - $22,288	-43 Reduced 6.96%	575 $271,000
Q4 2022 Feb 14, 2023	BUY	$498.86 - $555.15 $498 - $555	1 Added 0.16%	618 $327,000
Q3 2022 Nov 14, 2022	SELL	$501.24 - $549.95 $51,126 - $56,094	-102 Reduced 14.19%	617 $311,000
Q2 2022 Jul 28, 2022	BUY	$452.06 - $546.01 $3,616 - $4,368	8 Added 1.13%	719 $369,000
Q1 2022 May 04, 2022	BUY	$455.89 - $520.82 $911 - $1,041	2 Added 0.28%	711 $362,000
Q4 2021 Feb 09, 2022	SELL	$387.01 - $505.58 $8,901 - $11,628	-23 Reduced 3.14%	709 $356,000
Q3 2021 Oct 19, 2021	SELL	$390.74 - $429.71 $264,140 - $290,483	-676 Reduced 48.01%	732 $286,000
Q2 2021 Aug 05, 2021	BUY	$364.37 - $420.89 $1,821 - $2,104	5 Added 0.36%	1,408 $564,000
Q1 2021 May 10, 2021	BUY	$324.34 - $379.06 $16,541 - $19,332	51 Added 3.77%	1,403 $522,000
Q4 2020 Feb 10, 2021	BUY	$303.68 - $356.82 $607 - $713	2 Added 0.15%	1,352 $474,000
Q3 2020 Oct 14, 2020	SELL	$291.16 - $323.7 $96,665 - $107,468	-332 Reduced 19.74%	1,350 $421,000
Q2 2020 Jul 14, 2020	BUY	$229.49 - $311.85 $10,327 - $14,033	45 Added 2.75%	1,682 $496,000
Q1 2020 Apr 14, 2020	SELL	$194.86 - $305.31 $25,331 - $39,690	-130 Reduced 7.36%	1,637 $408,000
Q4 2019 Feb 07, 2020	BUY	$215.36 - $295.97 $430 - $591	2 Added 0.11%	1,767 $519,000
Q3 2019 Oct 25, 2019	BUY	$215.26 - $266.65 $28,844 - $35,731	134 Added 8.22%	1,765 $384,000
Q2 2019 Jul 29, 2019	SELL	$216.84 - $252.28 $13,660 - $15,893	-63 Reduced 3.72%	1,631 $398,000
Q1 2019 May 03, 2019	BUY	$236.02 - $271.13 $12,037 - $13,827	51 Added 3.1%	1,694 $393,000
Q4 2018 Feb 12, 2019	BUY	$232.94 - $286.33 $382,720 - $470,440	1,643 New	1,643 $409,000

Others Institutions Holding UNH

# of Institutions

3,735

Shares Held

782M

Call Options Held

5.86M

Put Options Held

5.64M

Vanguard Group Inc Valley Forge, PA

83.9M
Shares

$48.4 Billion
0.84% of portfolio
Black Rock Inc. New York, NY

73.4M
Shares

$42.4 Billion
0.86% of portfolio
State Street Corp Boston, MA

45M
Shares

$26 Billion
1.02% of portfolio
Capital World Investors Los Angeles, CA

28M
Shares

$16.2 Billion
2.39% of portfolio
Price T Rowe Associates Inc Baltimore, MD

26M
Shares

$15 Billion
1.59% of portfolio

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $540B
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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