Sweet Financial Partners, LLC Unitedhealth Group Inc Transaction History

Sweet Financial Partners, LLC

$447 Million
Q3 2024

A detailed history of Sweet Financial Partners, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 7,487 shares of UNH stock, worth $4.18 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

7,487

Previous 7,703 2.8%

Holding current value

$4.18 Million

Previous $3.92 Million 11.6%

% of portfolio

0.98%

Previous 0.92%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$488.01 - $604.18 $105,410 - $130,502	-216 Reduced 2.8%	7,487 $4.38 Million
Q2 2024 Jul 18, 2024	BUY	$439.2 - $524.63 $225,309 - $269,135	513 Added 7.13%	7,703 $3.92 Million
Q1 2024 Apr 23, 2024	BUY	$472.6 - $545.42 $253,313 - $292,345	536 Added 8.06%	7,190 $3.56 Million
Q4 2023 Jan 12, 2024	BUY	$509.47 - $552.97 $177,295 - $192,433	348 Added 5.52%	6,654 $3.5 Million
Q3 2023 Oct 23, 2023	BUY	$447.75 - $510.93 $191,189 - $218,167	427 Added 7.26%	6,306 $3.18 Million
Q2 2023 Jul 24, 2023	BUY	$458.49 - $526.23 $584,574 - $670,943	1,275 Added 27.69%	5,879 $2.83 Million
Q1 2023 Apr 14, 2023	BUY	$460.33 - $518.33 $760,004 - $855,762	1,651 Added 55.91%	4,604 $2.18 Million
Q4 2022 Jan 19, 2023	BUY	$498.86 - $555.15 $1,995 - $2,220	4 Added 0.14%	2,953 $0
Q3 2022 Nov 10, 2022	SELL	$501.24 - $549.95 $583,443 - $640,141	-1,164 Reduced 28.3%	2,949 $1.49 Million
Q2 2022 Aug 03, 2022	BUY	$452.06 - $546.01 $134,713 - $162,710	298 Added 7.81%	4,113 $2.11 Million
Q1 2022 Apr 22, 2022	BUY	$455.89 - $520.82 $787,777 - $899,976	1,728 Added 82.8%	3,815 $1.95 Million
Q4 2021 Feb 07, 2022	BUY	$387.01 - $505.58 $807,689 - $1.06 Million	2,087 New	2,087 $1.05 Million

Others Institutions Holding UNH

# of Institutions

3,806

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 $522B
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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Sweet Financial Partners, LLC Unitedhealth Group Inc Transaction History