Transform Wealth, LLC Unitedhealth Group Inc Transaction History

Transform Wealth, LLC

  • $1.31 Billion
  • Q2 2024

A detailed history of Transform Wealth, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Transform Wealth, LLC holds 25,287 shares of UNH stock, worth $14.9 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
25,287
Previous 32,695 22.66%
Holding current value
$14.9 Million
Previous $16.2 Million 20.38%
% of portfolio
0.98%
Previous 1.58%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
SELL
$439.2 - $524.63 $3.25 Million - $3.89 Million
-7,408 Reduced 22.66%
25,287 $12.9 Million
Q1 2024

Apr 15, 2024
SELL
$472.6 - $545.42 $1.09 Million - $1.26 Million
-2,312 Reduced 6.6%
32,695 $16.2 Million
Q4 2023

Jan 18, 2024
SELL
$509.47 - $552.97 $72,854 - $79,074
-143 Reduced 0.41%
35,007 $18.4 Million
Q3 2023

Oct 10, 2023
SELL
$447.75 - $510.93 $3.35 Million - $3.83 Million
-7,490 Reduced 17.57%
35,150 $17.7 Million
Q2 2023

Jul 13, 2023
SELL
$458.49 - $526.23 $76,109 - $87,354
-166 Reduced 0.39%
42,640 $20.5 Million
Q1 2023

Apr 14, 2023
BUY
$460.33 - $518.33 $3.47 Million - $3.91 Million
7,544 Added 21.39%
42,806 $20.2 Million
Q4 2022

Jan 12, 2023
BUY
$498.86 - $555.15 $3.61 Million - $4.02 Million
7,243 Added 25.85%
35,262 $0
Q3 2022

Oct 21, 2022
BUY
$501.24 - $549.95 $73,181 - $80,292
146 Added 0.52%
28,019 $14.2 Million
Q2 2022

Jul 15, 2022
SELL
$452.06 - $546.01 $1.44 Million - $1.74 Million
-3,184 Reduced 10.25%
27,873 $14.3 Million
Q1 2022

Apr 25, 2022
SELL
$455.89 - $520.82 $132,208 - $151,037
-290 Reduced 0.93%
31,057 $15.8 Million
Q4 2021

Jan 26, 2022
SELL
$387.01 - $505.58 $15,867 - $20,728
-41 Reduced 0.13%
31,347 $15.7 Million
Q3 2021

Oct 15, 2021
BUY
$390.74 - $429.71 $89,870 - $98,833
230 Added 0.74%
31,388 $12.3 Million
Q2 2021

Jul 20, 2021
BUY
$364.37 - $420.89 $4.78 Million - $5.52 Million
13,118 Added 72.72%
31,158 $12.5 Million
Q1 2021

Apr 22, 2021
BUY
$324.34 - $379.06 $133,952 - $156,551
413 Added 2.34%
18,040 $6.71 Million
Q4 2020

Jan 20, 2021
SELL
$303.68 - $356.82 $3.94 Million - $4.63 Million
-12,988 Reduced 42.42%
17,627 $6.18 Million
Q3 2020

Oct 21, 2020
BUY
$291.16 - $323.7 $437,031 - $485,873
1,501 Added 5.16%
30,615 $9.55 Million
Q2 2020

Jul 22, 2020
SELL
$229.49 - $311.85 $260,241 - $353,637
-1,134 Reduced 3.75%
29,114 $8.59 Million
Q1 2020

Apr 30, 2020
BUY
$194.86 - $305.31 $384,848 - $602,987
1,975 Added 6.99%
30,248 $7.54 Million
Q4 2019

Jan 24, 2020
BUY
$215.36 - $295.97 $686,567 - $943,552
3,188 Added 12.71%
28,273 $8.31 Million
Q3 2019

Oct 24, 2019
SELL
$215.26 - $266.65 $256,374 - $317,580
-1,191 Reduced 4.53%
25,085 $5.45 Million
Q2 2019

Jul 30, 2019
SELL
$216.84 - $252.28 $2.29 Million - $2.67 Million
-10,565 Reduced 28.68%
26,276 $6.41 Million
Q1 2019

Apr 12, 2019
SELL
$236.02 - $271.13 $633,477 - $727,712
-2,684 Reduced 6.79%
36,841 $9.11 Million
Q4 2018

Jan 30, 2019
SELL
$232.94 - $286.33 $34,941 - $42,949
-150 Reduced 0.38%
39,525 $9.85 Million
Q3 2018

Oct 25, 2018
SELL
$246.98 - $269.65 $223,269 - $243,763
-904 Reduced 2.23%
39,675 $10.6 Million
Q2 2018

Aug 03, 2018
BUY
$217.2 - $255.98 $390,960 - $460,764
1,800 Added 4.64%
40,579 $9.96 Million
Q1 2018

May 03, 2018
SELL
$212.55 - $248.47 $65,465 - $76,528
-308 Reduced 0.79%
38,779 $8.3 Million
Q4 2017

Feb 08, 2018
BUY
$192.52 - $228.17 $5.19 Million - $6.15 Million
26,950 Added 222.05%
39,087 $8.62 Million
Q3 2017

Oct 19, 2017
BUY
$190.82 - $199.75 $2.32 Million - $2.42 Million
12,137
12,137 $2.38 Million

Others Institutions Holding UNH

# of Institutions
3,745
Shares Held
783M
Call Options Held
5.86M
Put Options Held
5.64M
View Full List

About UNITEDHEALTH GROUP INC

UNH Quotes by TradingView
  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $553B
  • 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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