Sheets Smith Wealth Management Unitedhealth Group Inc Transaction History

Sheets Smith Wealth Management

$807 Million
Q3 2024

A detailed history of Sheets Smith Wealth Management transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Sheets Smith Wealth Management holds 5,394 shares of UNH stock, worth $2.73 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

5,394

Previous 4,942 9.15%

Holding current value

$2.73 Million

Previous $2.52 Million 25.32%

% of portfolio

0.39%

Previous 0.3%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$488.01 - $604.18 $220,580 - $273,089	452 Added 9.15%	5,394 $3.15 Million
Q2 2024 Jul 30, 2024	SELL	$439.2 - $524.63 $122,976 - $146,896	-280 Reduced 5.36%	4,942 $2.52 Million
Q1 2024 May 08, 2024	BUY	$472.6 - $545.42 $98,300 - $113,447	208 Added 4.15%	5,222 $2.58 Million
Q4 2023 Feb 06, 2024	SELL	$509.47 - $552.97 $15,284 - $16,589	-30 Reduced 0.59%	5,014 $2.64 Million
Q3 2023 Oct 23, 2023	SELL	$447.75 - $510.93 $11,193 - $12,773	-25 Reduced 0.49%	5,044 $2.54 Million
Q2 2023 Aug 09, 2023	SELL	$458.49 - $526.23 $18,339 - $21,049	-40 Reduced 0.78%	5,069 $2.44 Million
Q1 2023 May 26, 2023	BUY	$460.33 - $518.33 $2.13 Million - $2.4 Million	4,636 Added 980.13%	5,109 $2.41 Million
Q1 2023 May 12, 2023	SELL	$460.33 - $518.33 $2.84 Million - $3.2 Million	-6,179 Reduced 92.89%	473 $223,000
Q3 2022 Nov 01, 2022	BUY	$501.24 - $549.95 $30,575 - $33,546	61 Added 0.93%	6,652 $3.36 Million
Q2 2022 Jul 27, 2022	SELL	$452.06 - $546.01 $11,301 - $13,650	-25 Reduced 0.38%	6,591 $3.39 Million
Q1 2022 May 02, 2022	SELL	$455.89 - $520.82 $568,494 - $649,462	-1,247 Reduced 15.86%	6,616 $3.37 Million
Q4 2021 Jan 20, 2022	SELL	$387.01 - $505.58 $1,935 - $2,527	-5 Reduced 0.06%	7,863 $3.95 Million
Q3 2021 Oct 15, 2021	BUY	$390.74 - $429.71 $5,861 - $6,445	15 Added 0.19%	7,868 $3.07 Million
Q2 2021 Aug 03, 2021	SELL	$364.37 - $420.89 $74,695 - $86,282	-205 Reduced 2.54%	7,853 $3.15 Million
Q1 2021 Apr 23, 2021	BUY	$324.34 - $379.06 $12,649 - $14,783	39 Added 0.49%	8,058 $3 Million
Q4 2020 Jan 13, 2021	BUY	$303.68 - $356.82 $59,824 - $70,293	197 Added 2.52%	8,019 $2.81 Million
Q3 2020 Oct 26, 2020	BUY	$291.16 - $323.7 $386,660 - $429,873	1,328 Added 20.45%	7,822 $2.44 Million
Q2 2020 Jul 17, 2020	SELL	$229.49 - $311.85 $571,430 - $776,506	-2,490 Reduced 27.72%	6,494 $1.92 Million
Q1 2020 Apr 28, 2020	SELL	$194.86 - $305.31 $155,108 - $243,026	-796 Reduced 8.14%	8,984 $2.24 Million
Q4 2019 Jan 24, 2020	BUY	$215.36 - $295.97 $705,304 - $969,301	3,275 Added 50.35%	9,780 $2.87 Million
Q3 2019 Oct 28, 2019	SELL	$215.26 - $266.65 $166,826 - $206,653	-775 Reduced 10.65%	6,505 $1.41 Million
Q2 2019 Jul 12, 2019	BUY	$216.84 - $252.28 $13,010 - $15,136	60 Added 0.83%	7,280 $1.78 Million
Q1 2019 May 13, 2019	SELL	$236.02 - $271.13 $46,967 - $53,954	-199 Reduced 2.68%	7,220 $1.79 Million
Q4 2018 Jan 11, 2019	SELL	$232.94 - $286.33 $770,099 - $946,606	-3,306 Reduced 30.83%	7,419 $1.85 Million
Q3 2018 Oct 15, 2018	BUY	$246.98 - $269.65 $338,115 - $369,150	1,369 Added 14.63%	10,725 $2.85 Million
Q2 2018 Jul 26, 2018	BUY	$217.2 - $255.98 $4,995 - $5,887	23 Added 0.25%	9,356 $2.3 Million
Q1 2018 Apr 09, 2018	BUY	$212.55 - $248.47 $420,636 - $491,722	1,979 Added 26.91%	9,333 $2 Million
Q4 2017 Jan 12, 2018	SELL	$192.52 - $228.17 $124,945 - $148,082	-649 Reduced 8.11%	7,354 $1.62 Million
Q3 2017 Oct 12, 2017	BUY	$190.82 - $199.75 $1.53 Million - $1.6 Million	8,003	8,003 $1.57 Million

Others Institutions Holding UNH

# of Institutions

3,838

Shares Held

775M

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 $474B
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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Sheets Smith Wealth Management Unitedhealth Group Inc Transaction History