Strategic Wealth Partners, Ltd. Unitedhealth Group Inc Transaction History

Strategic Wealth Partners, Ltd.

$892 Million
Q1 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 7,941 shares of UNH stock, worth $3.88 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

7,941

Previous 6,957 14.14%

Holding current value

$3.88 Million

Previous $3.66 Million 7.26%

% of portfolio

0.44%

Previous 0.45%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 20, 2024	BUY	$472.6 - $545.42 $465,038 - $536,693	984 Added 14.14%	7,941 $3.93 Million
Q4 2023 May 20, 2024	SELL	$509.47 - $552.97 $89,666 - $97,322	-176 Reduced 2.47%	6,957 $3.66 Million
Q3 2023 May 20, 2024	SELL	$447.75 - $510.93 $647,894 - $739,315	-1,447 Reduced 16.86%	7,133 $3.6 Million
Q2 2023 May 20, 2024	BUY	$458.49 - $526.23 $1.15 Million - $1.32 Million	2,514 Added 41.44%	8,580 $4.12 Million
Q1 2023 Apr 24, 2023	SELL	$460.33 - $518.33 $28,540 - $32,136	-62 Reduced 1.01%	6,066 $2.87 Million

Q4 2022 Apr 24, 2023	BUY	$498.86 - $555.15 $104,261 - $116,026	209 Added 3.53%	6,128 $3.25 Million
Q3 2022 Apr 24, 2023	SELL	$501.24 - $549.95 $501 - $549	-1 Reduced 0.02%	5,919 $2.99 Million
Q2 2022 Aug 22, 2022	SELL	$452.06 - $546.01 $231,002 - $279,011	-511 Reduced 7.95%	5,920 $3.04 Million
Q1 2022 May 19, 2022	SELL	$455.89 - $520.82 $167,767 - $191,661	-368 Reduced 5.41%	6,431 $3.28 Million
Q4 2021 Feb 11, 2022	BUY	$387.01 - $505.58 $112,619 - $147,123	291 Added 4.47%	6,799 $3.41 Million
Q3 2021 Nov 12, 2021	BUY	$390.74 - $429.71 $483,345 - $531,551	1,237 Added 23.47%	6,508 $2.54 Million
Q2 2021 Aug 25, 2021	BUY	$364.37 - $420.89 $1.05 Million - $1.22 Million	2,887 Added 121.1%	5,271 $2.11 Million
Q1 2021 May 24, 2021	BUY	$324.34 - $379.06 $773,226 - $903,679	2,384 New	2,384 $887,000
Q2 2020 Aug 11, 2020	SELL	$229.49 - $311.85 $160,413 - $217,983	-699 Closed	0 $0
Q4 2019 Jan 30, 2020	SELL	$215.36 - $295.97 $97,773 - $134,370	-454 Reduced 39.38%	699 $205,000
Q3 2019 Oct 28, 2019	BUY	$215.26 - $266.65 $76,632 - $94,927	356 Added 44.67%	1,153 $99.4 Million
Q2 2019 Aug 06, 2019	BUY	$216.84 - $252.28 $61,365 - $71,395	283 Added 55.06%	797 $194,000
Q1 2019 May 14, 2019	BUY	$236.02 - $271.13 $25,254 - $29,010	107 Added 26.29%	514 $126,000
Q4 2018 Jan 24, 2019	BUY	$232.94 - $286.33 $12,811 - $15,748	55 Added 15.63%	407 $101,000
Q2 2018 Sep 04, 2018	SELL	$217.2 - $255.98 $1,954 - $2,303	-9 Reduced 2.49%	352 $86,000
Q1 2018 Jul 13, 2018	BUY	$212.55 - $248.47 $76,730 - $89,697	361 New	361 $77,000

Others Institutions Holding UNH

# of Institutions

3,672

Shares Held

759M

Call Options Held

6.06M

Put Options Held

6.74M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $456B
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 Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Account

Strategic Wealth Partners, Ltd. Unitedhealth Group Inc Transaction History