Tradewinds Capital Management, LLC Unitedhealth Group Inc Transaction History

Tradewinds Capital Management, LLC

$361 Million
Q1 2024

A detailed history of Tradewinds Capital Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Tradewinds Capital Management, LLC holds 272 shares of UNH stock, worth $135,521. This represents 0.04% of its overall portfolio holdings.

Number of Shares

272

Previous 238 14.29%

Holding current value

$135,521

Previous $125,000 7.2%

% of portfolio

0.04%

Previous 0.05%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$472.6 - $545.42 $16,068 - $18,544	34 Added 14.29%	272 $134,000
Q2 2023 Jul 20, 2023	SELL	$458.49 - $526.23 $13,296 - $15,260	-29 Reduced 10.86%	238 $114,000
Q1 2023 Apr 10, 2023	SELL	$460.33 - $518.33 $22,556 - $25,398	-49 Reduced 15.51%	267 $126,000
Q4 2022 Jan 20, 2023	BUY	$498.86 - $555.15 $12,471 - $13,878	25 Added 8.59%	316 $0
Q2 2022 Jul 21, 2022	SELL	$452.06 - $546.01 $18,986 - $22,932	-42 Reduced 12.61%	291 $149,000

Q1 2022 Apr 25, 2022	BUY	$455.89 - $520.82 $2,279 - $2,604	5 Added 1.52%	333 $170,000
Q3 2021 Nov 04, 2021	BUY	$390.74 - $429.71 $2,344 - $2,578	6 Added 1.86%	328 $128,000
Q2 2021 Jul 30, 2021	BUY	$364.37 - $420.89 $8,744 - $10,101	24 Added 8.05%	322 $129,000
Q1 2021 Apr 23, 2021	BUY	$324.34 - $379.06 $4,865 - $5,685	15 Added 5.3%	298 $111,000
Q3 2020 Oct 26, 2020	SELL	$291.16 - $323.7 $1,455 - $1,618	-5 Reduced 1.74%	283 $88,000
Q2 2020 Aug 11, 2020	BUY	$229.49 - $311.85 $1,147 - $1,559	5 Added 1.77%	288 $85,000
Q4 2019 Feb 04, 2020	SELL	$215.36 - $295.97 $8,614 - $11,838	-40 Reduced 12.38%	283 $83,000
Q3 2019 Oct 17, 2019	BUY	$215.26 - $266.65 $8,610 - $10,666	40 Added 14.13%	323 $70,000
Q1 2019 Apr 23, 2019	BUY	$236.02 - $271.13 $472 - $542	2 Added 0.71%	283 $70,000
Q4 2018 Jan 31, 2019	SELL	$232.94 - $286.33 $5,823 - $7,158	-25 Reduced 8.17%	281 $70,000
Q2 2018 Aug 06, 2018	BUY	$217.2 - $255.98 $14,986 - $17,662	69 Added 29.11%	306 $75,000
Q1 2018 May 02, 2018	SELL	$212.55 - $248.47 $1,700 - $1,987	-8 Reduced 3.27%	237 $51,000
Q3 2017 Nov 03, 2017	BUY	$190.82 - $199.75 $46,750 - $48,938	245	245 $48,000

Others Institutions Holding UNH

# of Institutions

3,671

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 $466B
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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Tradewinds Capital Management, LLC Unitedhealth Group Inc Transaction History