Sargent Investment Group, LLC Unitedhealth Group Inc Transaction History

Sargent Investment Group, LLC

$546 Million
Q3 2024

A detailed history of Sargent Investment Group, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Sargent Investment Group, LLC holds 4,735 shares of UNH stock, worth $2.83 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

4,735

Previous 3,868 22.41%

Holding current value

$2.83 Million

Previous $1.97 Million 40.58%

% of portfolio

0.51%

Previous 0.41%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$488.01 - $604.18 $423,104 - $523,824	867 Added 22.41%	4,735 $2.77 Million
Q2 2024 Aug 09, 2024	BUY	$439.2 - $524.63 $413,726 - $494,201	942 Added 32.19%	3,868 $1.97 Million
Q1 2024 May 10, 2024	BUY	$472.6 - $545.42 $32,609 - $37,633	69 Added 2.42%	2,926 $1.45 Million
Q4 2023 Feb 05, 2024	BUY	$509.47 - $552.97 $138,066 - $149,854	271 Added 10.48%	2,857 $1.5 Million
Q3 2023 Nov 13, 2023	SELL	$447.75 - $510.93 $3,134 - $3,576	-7 Reduced 0.27%	2,586 $1.3 Million
Q2 2023 Jul 31, 2023	BUY	$458.49 - $526.23 $132,503 - $152,080	289 Added 12.54%	2,593 $1.25 Million
Q1 2023 May 02, 2023	BUY	$460.33 - $518.33 $28,080 - $31,618	61 Added 2.72%	2,304 $1.09 Million
Q4 2022 Jan 31, 2023	BUY	$498.86 - $555.15 $7,981 - $8,882	16 Added 0.72%	2,243 $1.19 Million
Q3 2022 Oct 26, 2022	BUY	$501.24 - $549.95 $18,545 - $20,348	37 Added 1.69%	2,227 $1.16 Million
Q1 2022 May 06, 2022	SELL	$455.89 - $520.82 $1,367 - $1,562	-3 Reduced 0.14%	2,190 $1.12 Million
Q3 2021 Nov 12, 2021	BUY	$390.74 - $429.71 $12,894 - $14,180	33 Added 1.53%	2,193 $857,000
Q2 2021 Aug 05, 2021	SELL	$364.37 - $420.89 $2,914 - $3,367	-8 Reduced 0.37%	2,160 $865,000
Q1 2021 May 04, 2021	SELL	$324.34 - $379.06 $16,216 - $18,953	-50 Reduced 2.25%	2,168 $807,000
Q4 2020 Feb 10, 2021	SELL	$303.68 - $356.82 $229,278 - $269,399	-755 Reduced 25.4%	2,218 $778,000
Q3 2020 Nov 12, 2020	SELL	$291.16 - $323.7 $5,823 - $6,474	-20 Reduced 0.67%	2,973 $927,000
Q1 2020 May 12, 2020	BUY	$194.86 - $305.31 $21,629 - $33,889	111 Added 3.85%	2,993 $746,000
Q4 2019 Jan 30, 2020	BUY	$215.36 - $295.97 $11,629 - $15,982	54 Added 1.91%	2,882 $847,000
Q3 2019 Oct 29, 2019	BUY	$215.26 - $266.65 $215,905 - $267,449	1,003 Added 54.96%	2,828 $615,000
Q4 2018 Feb 12, 2019	BUY	$232.94 - $286.33 $425,115 - $522,552	1,825 New	1,825 $455,000

Others Institutions Holding UNH

# of Institutions

3,814

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 $558B
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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Sargent Investment Group, LLC Unitedhealth Group Inc Transaction History