Ritholtz Wealth Management Unitedhealth Group Inc Transaction History

Ritholtz Wealth Management

$3.28 Billion
Q3 2024

A detailed history of Ritholtz Wealth Management transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Ritholtz Wealth Management holds 18,391 shares of UNH stock, worth $10.3 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

18,391

Previous 13,052 40.91%

Holding current value

$10.3 Million

Previous $6.65 Million 61.78%

% of portfolio

0.33%

Previous 0.22%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$488.01 - $604.18 $2.61 Million - $3.23 Million	5,339 Added 40.91%	18,391 $10.8 Million
Q2 2024 Jul 31, 2024	SELL	$439.2 - $524.63 $1.26 Million - $1.5 Million	-2,859 Reduced 17.97%	13,052 $6.65 Million
Q1 2024 Apr 24, 2024	SELL	$472.6 - $545.42 $451,333 - $520,876	-955 Reduced 5.66%	15,911 $7.87 Million
Q4 2023 Jan 18, 2024	BUY	$509.47 - $552.97 $1.4 Million - $1.52 Million	2,744 Added 19.43%	16,866 $8.88 Million
Q3 2023 Oct 13, 2023	SELL	$447.75 - $510.93 $1 Million - $1.15 Million	-2,244 Reduced 13.71%	14,122 $7.12 Million
Q2 2023 Jul 14, 2023	BUY	$458.49 - $526.23 $3.23 Million - $3.71 Million	7,048 Added 75.64%	16,366 $7.87 Million
Q1 2023 Apr 19, 2023	SELL	$460.33 - $518.33 $3.56 Million - $4 Million	-7,724 Reduced 45.32%	9,318 $4.4 Million
Q4 2022 Jan 18, 2023	SELL	$498.86 - $555.15 $1.39 Million - $1.54 Million	-2,778 Reduced 14.02%	17,042 $0
Q3 2022 Oct 18, 2022	BUY	$501.24 - $549.95 $5.09 Million - $5.59 Million	10,159 Added 105.15%	19,820 $10 Million
Q2 2022 Jul 15, 2022	BUY	$452.06 - $546.01 $312,825 - $377,838	692 Added 7.72%	9,661 $4.96 Million
Q1 2022 Apr 14, 2022	BUY	$455.89 - $520.82 $516,067 - $589,568	1,132 Added 14.44%	8,969 $4.57 Million
Q4 2021 Jan 18, 2022	BUY	$387.01 - $505.58 $119,199 - $155,718	308 Added 4.09%	7,837 $3.94 Million
Q3 2021 Oct 14, 2021	BUY	$390.74 - $429.71 $42,199 - $46,408	108 Added 1.46%	7,529 $2.94 Million
Q2 2021 Jul 20, 2021	BUY	$364.37 - $420.89 $377,851 - $436,462	1,037 Added 16.24%	7,421 $2.97 Million
Q1 2021 May 12, 2021	SELL	$324.34 - $379.06 $120,654 - $141,010	-372 Reduced 5.51%	6,384 $2.38 Million
Q4 2020 Jan 19, 2021	BUY	$303.68 - $356.82 $1.19 Million - $1.4 Million	3,922 Added 138.39%	6,756 $2.37 Million
Q3 2020 Oct 23, 2020	BUY	$291.16 - $323.7 $235,257 - $261,549	808 Added 39.88%	2,834 $884,000
Q2 2020 Jul 15, 2020	BUY	$229.49 - $311.85 $88,583 - $120,374	386 Added 23.54%	2,026 $597,000
Q1 2020 Apr 09, 2020	BUY	$194.86 - $305.31 $70,149 - $109,911	360 Added 28.13%	1,640 $409,000
Q4 2019 Jan 17, 2020	BUY	$215.36 - $295.97 $78,391 - $107,733	364 Added 39.74%	1,280 $376,000
Q3 2019 Oct 17, 2019	BUY	$215.26 - $266.65 $6,457 - $7,999	30 Added 3.39%	916 $199,000
Q2 2019 Jul 15, 2019	BUY	$216.84 - $252.28 $192,120 - $223,520	886 New	886 $216,000

Others Institutions Holding UNH

# of Institutions

3,806

Shares Held

788M

Call Options Held

5.85M

Put Options Held

5.63M

View Full List

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Account

Ritholtz Wealth Management Unitedhealth Group Inc Transaction History