Secure Asset Management, LLC Unitedhealth Group Inc Transaction History

Secure Asset Management, LLC

$568 Million
Q3 2024

A detailed history of Secure Asset Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Secure Asset Management, LLC holds 4,197 shares of UNH stock, worth $2.5 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

4,197

Previous 4,073 3.04%

Holding current value

$2.5 Million

Previous $2.07 Million 18.27%

% of portfolio

0.43%

Previous 0.41%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$488.01 - $604.18 $60,513 - $74,918	124 Added 3.04%	4,197 $2.45 Million
Q2 2024 Jul 24, 2024	BUY	$439.2 - $524.63 $1.01 Million - $1.2 Million	2,289 Added 128.31%	4,073 $2.07 Million
Q1 2024 Apr 30, 2024	SELL	$472.6 - $545.42 $299,628 - $345,796	-634 Reduced 26.22%	1,784 $882,000
Q4 2023 Jan 22, 2024	SELL	$509.47 - $552.97 $19,359 - $21,012	-38 Reduced 1.55%	2,418 $1.27 Million
Q3 2023 Oct 18, 2023	BUY	$447.75 - $510.93 $8,507 - $9,707	19 Added 0.78%	2,456 $1.24 Million
Q2 2023 Jul 13, 2023	BUY	$458.49 - $526.23 $54,560 - $62,621	119 Added 5.13%	2,437 $1.17 Million
Q1 2023 Apr 13, 2023	BUY	$460.33 - $518.33 $67,208 - $75,676	146 Added 6.72%	2,318 $1.1 Million
Q4 2022 Jan 20, 2023	BUY	$498.86 - $555.15 $31,428 - $34,974	63 Added 2.99%	2,172 $0
Q3 2022 Oct 12, 2022	BUY	$501.24 - $549.95 $18,545 - $20,348	37 Added 1.79%	2,109 $1.07 Million
Q2 2022 Jul 20, 2022	SELL	$452.06 - $546.01 $81,822 - $98,827	-181 Reduced 8.03%	2,072 $1.06 Million
Q1 2022 Apr 19, 2022	BUY	$455.89 - $520.82 $161,385 - $184,370	354 Added 18.64%	2,253 $1.15 Million
Q4 2021 Jan 24, 2022	SELL	$387.01 - $505.58 $11,223 - $14,661	-29 Reduced 1.5%	1,899 $954,000
Q3 2021 Oct 28, 2021	BUY	$390.74 - $429.71 $59,001 - $64,886	151 Added 8.5%	1,928 $753,000
Q2 2021 Jul 16, 2021	BUY	$364.37 - $420.89 $95,100 - $109,852	261 Added 17.22%	1,777 $712,000
Q1 2021 Apr 14, 2021	BUY	$324.34 - $379.06 $1,297 - $1,516	4 Added 0.26%	1,516 $564,000
Q4 2020 Feb 08, 2021	SELL	$303.68 - $356.82 $46,463 - $54,593	-153 Reduced 9.19%	1,512 $530,000
Q3 2020 Oct 20, 2020	SELL	$291.16 - $323.7 $56,485 - $62,797	-194 Reduced 10.44%	1,665 $519,000
Q2 2020 Jul 14, 2020	BUY	$229.49 - $311.85 $63,798 - $86,694	278 Added 17.58%	1,859 $548,000
Q1 2020 Apr 15, 2020	SELL	$194.86 - $305.31 $120,423 - $188,681	-618 Reduced 28.1%	1,581 $394,000
Q4 2019 Feb 06, 2020	BUY	$215.36 - $295.97 $473,576 - $650,838	2,199 New	2,199 $646,000

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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Secure Asset Management, LLC Unitedhealth Group Inc Transaction History