Trinity Point Wealth, LLC Unitedhealth Group Inc Transaction History

Trinity Point Wealth, LLC

$595 Million
Q1 2024

A detailed history of Trinity Point Wealth, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 9,453 shares of UNH stock, worth $4.81 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

9,453

Previous 14,774 36.02%

Holding current value

$4.81 Million

Previous $7.78 Million 39.88%

% of portfolio

0.79%

Previous 1.43%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$472.6 - $545.42 $2.51 Million - $2.9 Million	-5,321 Reduced 36.02%	9,453 $4.68 Million
Q4 2023 Feb 08, 2024	BUY	$509.47 - $552.97 $3.82 Million - $4.14 Million	7,489 Added 102.8%	14,774 $7.78 Million
Q3 2023 Nov 08, 2023	BUY	$447.75 - $510.93 $489,390 - $558,446	1,093 Added 17.65%	7,285 $3.67 Million
Q2 2023 Aug 07, 2023	SELL	$458.49 - $526.23 $80,235 - $92,090	-175 Reduced 2.75%	6,192 $2.98 Million
Q1 2023 May 04, 2023	BUY	$460.33 - $518.33 $200,243 - $225,473	435 Added 7.33%	6,367 $3.01 Million

Q4 2022 Feb 07, 2023	SELL	$498.86 - $555.15 $64,352 - $71,614	-129 Reduced 2.13%	5,932 $3.15 Million
Q3 2022 Nov 09, 2022	SELL	$501.24 - $549.95 $63,156 - $69,293	-126 Reduced 2.04%	6,061 $3.06 Million
Q2 2022 Aug 05, 2022	SELL	$452.06 - $546.01 $249,989 - $301,943	-553 Reduced 8.2%	6,187 $3.18 Million
Q1 2022 May 13, 2022	SELL	$455.89 - $520.82 $442,213 - $505,195	-970 Reduced 12.58%	6,740 $3.44 Million
Q4 2021 Feb 11, 2022	SELL	$387.01 - $505.58 $1,548 - $2,022	-4 Reduced 0.05%	7,710 $3.87 Million
Q3 2021 Nov 12, 2021	SELL	$390.74 - $429.71 $21,099 - $23,204	-54 Reduced 0.7%	7,714 $3.01 Million
Q2 2021 Aug 13, 2021	SELL	$364.37 - $420.89 $172,347 - $199,080	-473 Reduced 5.74%	7,768 $3.11 Million
Q1 2021 May 11, 2021	BUY	$324.34 - $379.06 $155,683 - $181,948	480 Added 6.18%	8,241 $3.07 Million
Q4 2020 Feb 10, 2021	SELL	$303.68 - $356.82 $7,895 - $9,277	-26 Reduced 0.33%	7,761 $2.66 Million
Q3 2020 Nov 13, 2020	BUY	$291.16 - $323.7 $30,571 - $33,988	105 Added 1.37%	7,787 $2.43 Million
Q2 2020 Aug 13, 2020	SELL	$229.49 - $311.85 $20,195 - $27,442	-88 Reduced 1.13%	7,682 $2.27 Million
Q1 2020 May 05, 2020	BUY	$194.86 - $305.31 $450,321 - $705,571	2,311 Added 42.33%	7,770 $1.94 Million
Q4 2019 Feb 06, 2020	BUY	$215.36 - $295.97 $21,320 - $29,301	99 Added 1.85%	5,459 $1.61 Million
Q3 2019 Nov 07, 2019	BUY	$215.26 - $266.65 $30,136 - $37,331	140 Added 2.68%	5,360 $1.35 Million
Q2 2019 Aug 06, 2019	BUY	$216.84 - $252.28 $53,559 - $62,313	247 Added 4.97%	5,220 $1.31 Million
Q1 2019 May 07, 2019	BUY	$236.02 - $271.13 $194,952 - $223,953	826 Added 19.92%	4,973 $1.23 Million
Q4 2018 Feb 11, 2019	BUY	$232.94 - $286.33 $966,002 - $1.19 Million	4,147 New	4,147 $1.03 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...

More about UNH

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Trinity Point Wealth, LLC Unitedhealth Group Inc Transaction History