Ropes Wealth Advisors LLC Unitedhealth Group Inc Transaction History

Ropes Wealth Advisors LLC

$512 Million
Q3 2023

A detailed history of Ropes Wealth Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 1,906 shares of UNH stock, worth $1.13 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,906

Previous 2,566 25.72%

Holding current value

$1.13 Million

Previous $1.23 Million 22.14%

% of portfolio

0.19%

Previous 0.21%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 19, 2023	SELL	$447.75 - $510.93 $295,515 - $337,213	-660 Reduced 25.72%	1,906 $960,000
Q2 2023 Aug 07, 2023	BUY	$458.49 - $526.23 $132,045 - $151,554	288 Added 12.64%	2,566 $1.23 Million
Q1 2023 May 08, 2023	SELL	$460.33 - $518.33 $70,890 - $79,822	-154 Reduced 6.33%	2,278 $1.08 Million
Q4 2022 Feb 06, 2023	BUY	$498.86 - $555.15 $233,965 - $260,365	469 Added 23.89%	2,432 $1.29 Million
Q3 2022 Nov 01, 2022	BUY	$501.24 - $549.95 $11,027 - $12,098	22 Added 1.13%	1,963 $991,000
Q2 2022 Aug 10, 2022	BUY	$452.06 - $546.01 $59,671 - $72,073	132 Added 7.3%	1,941 $997,000
Q1 2022 May 04, 2022	SELL	$455.89 - $520.82 $371,094 - $423,947	-814 Reduced 31.03%	1,809 $922,000
Q4 2021 Feb 10, 2022	BUY	$387.01 - $505.58 $100,622 - $131,450	260 Added 11.0%	2,623 $1.32 Million
Q3 2021 Nov 05, 2021	BUY	$390.74 - $429.71 $3,516 - $3,867	9 Added 0.38%	2,363 $923,000
Q2 2021 Aug 04, 2021	BUY	$364.37 - $420.89 $212,792 - $245,799	584 Added 32.99%	2,354 $943,000
Q1 2021 May 12, 2021	BUY	$324.34 - $379.06 $106,383 - $124,331	328 Added 22.75%	1,770 $729,000
Q4 2020 Feb 05, 2021	SELL	$303.68 - $356.82 $41,907 - $49,241	-138 Reduced 8.73%	1,442 $506,000
Q3 2020 Oct 16, 2020	BUY	$291.16 - $323.7 $237,295 - $263,815	815 Added 106.54%	1,580 $493,000
Q2 2020 Jul 20, 2020	SELL	$229.49 - $311.85 $27,309 - $37,110	-119 Reduced 13.46%	765 $226,000
Q4 2019 Feb 05, 2020	SELL	$215.36 - $295.97 $169,703 - $233,224	-788 Reduced 47.13%	884 $260,000
Q3 2019 Nov 05, 2019	BUY	$215.26 - $266.65 $61,349 - $75,995	285 Added 20.55%	1,672 $363,000
Q2 2019 Jul 31, 2019	BUY	$216.84 - $252.28 $85,218 - $99,146	393 Added 39.54%	1,387 $338,000
Q4 2018 Feb 08, 2019	BUY	$232.94 - $286.33 $4,425 - $5,440	19 Added 1.95%	994 $248,000
Q3 2018 Oct 30, 2018	BUY	$246.98 - $269.65 $240,805 - $262,908	975 New	975 $259,000

Others Institutions Holding UNH

# of Institutions

3,833

Shares Held

777M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $553B
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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Ropes Wealth Advisors LLC Unitedhealth Group Inc Transaction History