Robertson Stephens Wealth Management, LLC Unitedhealth Group Inc Transaction History

Robertson Stephens Wealth Management, LLC

$1.94 Billion
Q2 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 8,549 shares of UNH stock, worth $4.77 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

8,549

Previous 6,787 25.96%

Holding current value

$4.77 Million

Previous $3.36 Million 29.67%

% of portfolio

0.22%

Previous 0.17%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$439.2 - $524.63 $773,870 - $924,398	1,762 Added 25.96%	8,549 $4.35 Million
Q1 2024 May 15, 2024	BUY	$472.6 - $545.42 $451,333 - $520,876	955 Added 16.38%	6,787 $3.36 Million
Q4 2023 Feb 06, 2024	SELL	$509.47 - $552.97 $271,038 - $294,180	-532 Reduced 8.36%	5,832 $3.07 Million
Q3 2023 Nov 13, 2023	BUY	$447.75 - $510.93 $159,846 - $182,402	357 Added 5.94%	6,364 $3.21 Million
Q2 2023 Aug 11, 2023	BUY	$458.49 - $526.23 $26,133 - $29,995	57 Added 0.96%	6,007 $2.89 Million
Q1 2023 May 11, 2023	BUY	$460.33 - $518.33 $22,095 - $24,879	48 Added 0.81%	5,950 $2.81 Million
Q4 2022 Feb 14, 2023	SELL	$498.86 - $555.15 $266,391 - $296,450	-534 Reduced 8.3%	5,902 $3.13 Million
Q3 2022 Nov 14, 2022	BUY	$501.24 - $549.95 $212,525 - $233,178	424 Added 7.05%	6,436 $3.25 Million
Q2 2022 Aug 12, 2022	SELL	$452.06 - $546.01 $390,579 - $471,752	-864 Reduced 12.57%	6,012 $3.09 Million
Q1 2022 May 16, 2022	SELL	$455.89 - $520.82 $45,133 - $51,561	-99 Reduced 1.42%	6,876 $3.51 Million
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $1.23 Million - $1.61 Million	3,181 Added 83.84%	6,975 $3.5 Million
Q3 2021 Nov 10, 2021	SELL	$390.74 - $429.71 $143,401 - $157,703	-367 Reduced 8.82%	3,794 $1.48 Million
Q2 2021 Aug 17, 2021	BUY	$364.37 - $420.89 $91,456 - $105,643	251 Added 6.42%	4,161 $1.67 Million
Q1 2021 May 07, 2021	BUY	$324.34 - $379.06 $580,892 - $678,896	1,791 Added 84.52%	3,910 $1.45 Million
Q4 2020 Feb 10, 2021	SELL	$303.68 - $356.82 $245,069 - $287,953	-807 Reduced 27.58%	2,119 $743,000
Q3 2020 Nov 10, 2020	BUY	$291.16 - $323.7 $851,934 - $947,146	2,926 New	2,926 $912,000

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

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Robertson Stephens Wealth Management, LLC Unitedhealth Group Inc Transaction History