Tower View Investment Management & Research LLC Unitedhealth Group Inc Transaction History

Tower View Investment Management & Research LLC

$161 Million
Q1 2024

A detailed history of Tower View Investment Management & Research LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Tower View Investment Management & Research LLC holds 9,476 shares of UNH stock, worth $4.83 Million. This represents 2.9% of its overall portfolio holdings.

Number of Shares

9,476

Previous 9,516 0.42%

Holding current value

$4.83 Million

Previous $5.01 Million 6.45%

% of portfolio

2.9%

Previous 3.11%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$472.6 - $545.42 $18,904 - $21,816	-40 Reduced 0.42%	9,476 $4.69 Million
Q4 2023 Feb 06, 2024	SELL	$509.47 - $552.97 $22,416 - $24,330	-44 Reduced 0.46%	9,516 $5.01 Million
Q3 2023 Oct 31, 2023	SELL	$447.75 - $510.93 $1,343 - $1,532	-3 Reduced 0.03%	9,560 $4.82 Million
Q2 2023 Jul 31, 2023	SELL	$458.49 - $526.23 $314,524 - $360,993	-686 Reduced 6.69%	9,563 $4.6 Million
Q1 2023 May 15, 2023	SELL	$460.33 - $518.33 $2,301 - $2,591	-5 Reduced 0.05%	10,249 $4.84 Million

Q4 2022 Feb 13, 2023	SELL	$498.86 - $555.15 $51,382 - $57,180	-103 Reduced 0.99%	10,254 $5.44 Million
Q3 2022 Nov 15, 2022	SELL	$501.24 - $549.95 $27,568 - $30,247	-55 Reduced 0.53%	10,357 $5.23 Million
Q2 2022 Aug 08, 2022	SELL	$452.06 - $546.01 $152,796 - $184,551	-338 Reduced 3.14%	10,412 $5.35 Million
Q1 2022 May 13, 2022	BUY	$455.89 - $520.82 $13,220 - $15,103	29 Added 0.27%	10,750 $5.48 Million
Q4 2021 Feb 03, 2022	BUY	$387.01 - $505.58 $59,212 - $77,353	153 Added 1.45%	10,721 $5.38 Million
Q3 2021 Nov 08, 2021	BUY	$390.74 - $429.71 $141,838 - $155,984	363 Added 3.56%	10,568 $4.13 Million
Q2 2021 Jul 28, 2021	SELL	$364.37 - $420.89 $25,870 - $29,883	-71 Reduced 0.69%	10,205 $4.09 Million
Q1 2021 Apr 23, 2021	BUY	$324.34 - $379.06 $121,951 - $142,526	376 Added 3.8%	10,276 $3.82 Million
Q4 2020 Jan 26, 2021	BUY	$303.68 - $356.82 $89,281 - $104,905	294 Added 3.06%	9,900 $3.47 Million
Q3 2020 Oct 19, 2020	BUY	$291.16 - $323.7 $35,230 - $39,167	121 Added 1.28%	9,606 $3 Million
Q2 2020 Aug 03, 2020	BUY	$229.49 - $311.85 $120,941 - $164,344	527 Added 5.88%	9,485 $2.8 Million
Q4 2019 Jan 13, 2020	SELL	$215.36 - $295.97 $43,718 - $60,081	-203 Reduced 2.22%	8,958 $2.63 Million
Q3 2019 Oct 09, 2019	BUY	$215.26 - $266.65 $62,855 - $77,861	292 Added 3.29%	9,161 $1.99 Million
Q2 2019 Jul 17, 2019	BUY	$216.84 - $252.28 $106,251 - $123,617	490 Added 5.85%	8,869 $2.16 Million
Q1 2019 Apr 16, 2019	BUY	$236.02 - $271.13 $94,171 - $108,180	399 Added 5.0%	8,379 $2.07 Million
Q4 2018 Jan 04, 2019	BUY	$232.94 - $286.33 $40,531 - $49,821	174 Added 2.23%	7,980 $1.99 Million
Q3 2018 Oct 12, 2018	BUY	$246.98 - $269.65 $145,224 - $158,554	588 Added 8.15%	7,806 $2.08 Million
Q2 2018 Jul 23, 2018	BUY	$217.2 - $255.98 $1.57 Million - $1.85 Million	7,218 New	7,218 $1.77 Million

Others Institutions Holding UNH

# of Institutions

3,669

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 $476B
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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Tower View Investment Management & Research LLC Unitedhealth Group Inc Transaction History