Transform Wealth, LLC Unitedhealth Group Inc Transaction History

Transform Wealth, LLC

$1.46 Billion
Q3 2024

A detailed history of Transform Wealth, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Transform Wealth, LLC holds 11,508 shares of UNH stock, worth $6.8 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

11,508

Previous 25,287 54.49%

Holding current value

$6.8 Million

Previous $12.9 Million 47.75%

% of portfolio

0.46%

Previous 0.98%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$488.01 - $604.18 $6.72 Million - $8.32 Million	-13,779 Reduced 54.49%	11,508 $6.73 Million
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

3,833

Shares Held

777M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

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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Transform Wealth, LLC Unitedhealth Group Inc Transaction History