Successful Portfolios LLC Unitedhealth Group Inc Transaction History

Successful Portfolios LLC

$143 Million
Q2 2024

A detailed history of Successful Portfolios LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Successful Portfolios LLC holds 1,076 shares of UNH stock, worth $620,927. This represents 0.38% of its overall portfolio holdings.

Number of Shares

1,076

Previous 1,177 8.58%

Holding current value

$620,927

Previous $582,000 6.01%

% of portfolio

0.38%

Previous 0.4%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	SELL	$439.2 - $524.63 $44,359 - $52,987	-101 Reduced 8.58%	1,076 $547,000
Q1 2024 Apr 17, 2024	SELL	$472.6 - $545.42 $17,486 - $20,180	-37 Reduced 3.05%	1,177 $582,000
Q4 2023 Jan 18, 2024	BUY	$509.47 - $552.97 $34,134 - $37,048	67 Added 5.84%	1,214 $639,000
Q3 2023 Oct 10, 2023	BUY	$447.75 - $510.93 $4,477 - $5,109	10 Added 0.88%	1,147 $578,000
Q2 2023 Jul 20, 2023	SELL	$458.49 - $526.23 $129,752 - $148,923	-283 Reduced 19.93%	1,137 $546,000
Q1 2023 Apr 21, 2023	SELL	$460.33 - $518.33 $25,778 - $29,026	-56 Reduced 3.79%	1,420 $671,000
Q4 2022 Jan 27, 2023	BUY	$498.86 - $555.15 $19,954 - $22,206	40 Added 2.79%	1,476 $0
Q3 2022 Oct 12, 2022	BUY	$501.24 - $549.95 $6,014 - $6,599	12 Added 0.84%	1,436 $726,000
Q2 2022 Jul 22, 2022	SELL	$452.06 - $546.01 $5,424 - $6,552	-12 Reduced 0.84%	1,424 $732,000
Q1 2022 Apr 21, 2022	SELL	$455.89 - $520.82 $10,941 - $12,499	-24 Reduced 1.64%	1,436 $733,000
Q4 2021 Jan 26, 2022	BUY	$387.01 - $505.58 $1,548 - $2,022	4 Added 0.27%	1,460 $733,000
Q3 2021 Oct 14, 2021	SELL	$390.74 - $429.71 $23,053 - $25,352	-59 Reduced 3.89%	1,456 $569,000
Q2 2021 Jul 23, 2021	SELL	$364.37 - $420.89 $7,287 - $8,417	-20 Reduced 1.3%	1,515 $607,000
Q1 2021 Apr 20, 2021	SELL	$324.34 - $379.06 $2,594 - $3,032	-8 Reduced 0.52%	1,535 $571,000
Q4 2020 Feb 02, 2021	SELL	$303.68 - $356.82 $3,036 - $3,568	-10 Reduced 0.64%	1,543 $541,000
Q3 2020 Oct 13, 2020	SELL	$291.16 - $323.7 $1,455 - $1,618	-5 Reduced 0.32%	1,553 $484,000
Q2 2020 Jul 13, 2020	BUY	$229.49 - $311.85 $7,802 - $10,602	34 Added 2.23%	1,558 $460,000
Q1 2020 Apr 23, 2020	BUY	$194.86 - $305.31 $45,792 - $71,747	235 Added 18.23%	1,524 $380,000
Q4 2019 Jan 23, 2020	SELL	$215.36 - $295.97 $42,641 - $58,602	-198 Reduced 13.32%	1,289 $379,000
Q3 2019 Oct 11, 2019	BUY	$215.26 - $266.65 $10,763 - $13,332	50 Added 3.48%	1,487 $323,000
Q2 2019 Jul 11, 2019	SELL	$216.84 - $252.28 $2,168 - $2,522	-10 Reduced 0.69%	1,437 $351,000
Q1 2019 Apr 22, 2019	BUY	$236.02 - $271.13 $9,440 - $10,845	40 Added 2.84%	1,447 $358,000
Q4 2018 Jan 14, 2019	SELL	$232.94 - $286.33 $17,936 - $22,047	-77 Reduced 5.19%	1,407 $351,000
Q3 2018 Oct 15, 2018	BUY	$246.98 - $269.65 $4,692 - $5,123	19 Added 1.3%	1,484 $395,000
Q2 2018 Jul 24, 2018	SELL	$217.2 - $255.98 $2,172 - $2,559	-10 Reduced 0.68%	1,465 $359,000
Q1 2018 May 08, 2018	BUY	$212.55 - $248.47 $10,202 - $11,926	48 Added 3.36%	1,475 $316,000
Q4 2017 Feb 09, 2018	BUY	$192.52 - $228.17 $274,726 - $325,598	1,427	1,427 $315,000

Others Institutions Holding UNH

# of Institutions

3,735

Shares Held

782M

Call Options Held

5.86M

Put Options Held

5.64M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $540B
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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Successful Portfolios LLC Unitedhealth Group Inc Transaction History