Smith, Salley & Associates Unitedhealth Group Inc Transaction History

Smith, Salley & Associates

$1.48 Billion
Q3 2024

A detailed history of Smith, Salley & Associates transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Smith, Salley & Associates holds 3,643 shares of UNH stock, worth $2.17 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,643

Previous 2,751 32.42%

Holding current value

$2.17 Million

Previous $1.4 Million 52.07%

% of portfolio

0.14%

Previous 0.1%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$488.01 - $604.18 $435,304 - $538,928	892 Added 32.42%	3,643 $2.13 Million
Q2 2024 Jul 29, 2024	BUY	$439.2 - $524.63 $191,491 - $228,738	436 Added 18.83%	2,751 $1.4 Million
Q1 2024 May 02, 2024	SELL	$472.6 - $545.42 $362,484 - $418,337	-767 Reduced 24.89%	2,315 $1.15 Million
Q4 2023 Jan 24, 2024	BUY	$509.47 - $552.97 $61,136 - $66,356	120 Added 4.05%	3,082 $1.62 Million
Q3 2023 Oct 27, 2023	SELL	$447.75 - $510.93 $90,893 - $103,718	-203 Reduced 6.41%	2,962 $1.49 Million
Q2 2023 Aug 04, 2023	BUY	$458.49 - $526.23 $56,852 - $65,252	124 Added 4.08%	3,165 $1.52 Million
Q1 2023 May 03, 2023	BUY	$460.33 - $518.33 $29,461 - $33,173	64 Added 2.15%	3,041 $1.44 Million
Q4 2022 Feb 03, 2023	BUY	$498.86 - $555.15 $51,881 - $57,735	104 Added 3.62%	2,977 $1.58 Million
Q3 2022 Nov 01, 2022	BUY	$501.24 - $549.95 $9,523 - $10,449	19 Added 0.67%	2,873 $1.45 Million
Q2 2022 Aug 01, 2022	BUY	$452.06 - $546.01 $213,824 - $258,262	473 Added 19.87%	2,854 $1.47 Million
Q1 2022 May 10, 2022	BUY	$455.89 - $520.82 $175,061 - $199,994	384 Added 19.23%	2,381 $1.21 Million
Q4 2021 Feb 10, 2022	SELL	$387.01 - $505.58 $17,802 - $23,256	-46 Reduced 2.25%	1,997 $1 Million
Q3 2021 Nov 05, 2021	BUY	$390.74 - $429.71 $63,690 - $70,042	163 Added 8.67%	2,043 $799,000
Q2 2021 Aug 09, 2021	BUY	$364.37 - $420.89 $14,939 - $17,256	41 Added 2.23%	1,880 $753,000
Q1 2021 Apr 30, 2021	BUY	$324.34 - $379.06 $178,062 - $208,103	549 Added 42.56%	1,839 $685,000
Q4 2020 Jan 28, 2021	BUY	$303.68 - $356.82 $175,527 - $206,241	578 Added 81.18%	1,290 $452,000
Q3 2020 Nov 05, 2020	BUY	$291.16 - $323.7 $207,305 - $230,474	712 New	712 $222,000
Q2 2020 Aug 04, 2020	SELL	$229.49 - $311.85 $279,748 - $380,145	-1,219 Closed	0 $0
Q1 2020 Apr 24, 2020	BUY	$194.86 - $305.31 $97,430 - $152,655	500 Added 69.54%	1,219 $304,000
Q4 2019 Jan 27, 2020	BUY	$215.36 - $295.97 $154,843 - $212,802	719 New	719 $211,000

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...

More about UNH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Smith, Salley & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Smith, Salley & Associates with notifications on news.

Account

Smith, Salley & Associates Unitedhealth Group Inc Transaction History