Sugarloaf Wealth Management, LLC Unitedhealth Group Inc Transaction History

Sugarloaf Wealth Management, LLC

$493 Million
Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 6,764 shares of UNH stock, worth $4.04 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

6,764

Previous 6,674 1.35%

Holding current value

$4.04 Million

Previous $3.4 Million 16.36%

% of portfolio

0.8%

Previous 0.74%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$488.01 - $604.18 $43,920 - $54,376	90 Added 1.35%	6,764 $3.95 Million
Q2 2024 Jul 08, 2024	BUY	$439.2 - $524.63 $57,535 - $68,726	131 Added 2.0%	6,674 $3.4 Million
Q1 2024 Apr 23, 2024	BUY	$472.6 - $545.42 $293,484 - $338,705	621 Added 10.49%	6,543 $3.24 Million
Q4 2023 Jan 10, 2024	BUY	$509.47 - $552.97 $70,816 - $76,862	139 Added 2.4%	5,922 $3.12 Million
Q3 2023 Nov 13, 2023	BUY	$447.75 - $510.93 $95,818 - $109,339	214 Added 3.84%	5,783 $2.92 Million
Q2 2023 Jul 13, 2023	SELL	$458.49 - $526.23 $17,422 - $19,996	-38 Reduced 0.68%	5,569 $2.68 Million
Q1 2023 Apr 26, 2023	BUY	$460.33 - $518.33 $110,939 - $124,917	241 Added 4.49%	5,607 $2.65 Million
Q4 2022 Feb 03, 2023	SELL	$498.86 - $555.15 $236,958 - $263,696	-475 Reduced 8.13%	5,366 $2.85 Million
Q3 2022 Oct 11, 2022	BUY	$501.24 - $549.95 $83,707 - $91,841	167 Added 2.94%	5,841 $2.95 Million
Q2 2022 Jul 12, 2022	SELL	$452.06 - $546.01 $128,837 - $155,612	-285 Reduced 4.78%	5,674 $2.91 Million
Q1 2022 Apr 25, 2022	BUY	$455.89 - $520.82 $73,854 - $84,372	162 Added 2.79%	5,959 $3.05 Million
Q4 2021 Jan 20, 2022	BUY	$387.01 - $505.58 $51,085 - $66,736	132 Added 2.33%	5,797 $2.91 Million
Q3 2021 Oct 20, 2021	BUY	$390.74 - $429.71 $76,975 - $84,652	197 Added 3.6%	5,665 $2.21 Million
Q2 2021 Jul 20, 2021	BUY	$364.37 - $420.89 $71,052 - $82,073	195 Added 3.7%	5,468 $2.19 Million
Q1 2021 Apr 19, 2021	SELL	$324.34 - $379.06 $13,297 - $15,541	-41 Reduced 0.77%	5,273 $1.96 Million
Q4 2020 Feb 03, 2021	SELL	$303.68 - $356.82 $22,776 - $26,761	-75 Reduced 1.39%	5,314 $1.86 Million
Q3 2020 Nov 03, 2020	SELL	$291.16 - $323.7 $4,949 - $5,502	-17 Reduced 0.31%	5,389 $1.69 Million
Q2 2020 Jul 21, 2020	BUY	$229.49 - $311.85 $250,832 - $340,852	1,093 Added 25.34%	5,406 $1.6 Million
Q1 2020 Apr 15, 2020	BUY	$194.86 - $305.31 $316,452 - $495,823	1,624 Added 60.39%	4,313 $1.08 Million
Q4 2019 Jan 29, 2020	BUY	$215.36 - $295.97 $579,103 - $795,863	2,689 New	2,689 $791,000

Others Institutions Holding UNH

# of Institutions

3,811

Shares Held

789M

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

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Sugarloaf Wealth Management, LLC Unitedhealth Group Inc Transaction History