A detailed history of Venturi Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 28,983 shares of UNH stock, worth $17.1 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
28,983
Previous 26,845 7.96%
Holding current value
$17.1 Million
Previous $13.7 Million 23.95%
% of portfolio
0.96%
Previous 0.87%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$488.01 - $604.18 $1.04 Million - $1.29 Million
2,138 Added 7.96%
28,983 $16.9 Million
Q2 2024

Jul 19, 2024

BUY
$439.2 - $524.63 $784,411 - $936,989
1,786 Added 7.13%
26,845 $13.7 Million
Q1 2024

Apr 23, 2024

SELL
$472.6 - $545.42 $168,718 - $194,714
-357 Reduced 1.4%
25,059 $12.4 Million
Q4 2023

Jan 23, 2024

SELL
$509.47 - $552.97 $28,020 - $30,413
-55 Reduced 0.22%
25,416 $13.4 Million
Q3 2023

Nov 02, 2023

BUY
$447.75 - $510.93 $887,440 - $1.01 Million
1,982 Added 8.44%
25,471 $12.8 Million
Q2 2023

Jul 24, 2023

SELL
$458.49 - $526.23 $167,348 - $192,073
-365 Reduced 1.53%
23,489 $11.3 Million
Q1 2023

May 02, 2023

SELL
$460.33 - $518.33 $36,366 - $40,948
-79 Reduced 0.33%
23,854 $11.3 Million
Q4 2022

Jan 31, 2023

SELL
$498.86 - $555.15 $1.1 Million - $1.23 Million
-2,207 Reduced 8.44%
23,933 $12.7 Million
Q3 2022

Nov 14, 2022

SELL
$501.24 - $549.95 $980,926 - $1.08 Million
-1,957 Reduced 6.97%
26,140 $13.2 Million
Q2 2022

Aug 12, 2022

SELL
$452.06 - $546.01 $188,056 - $227,140
-416 Reduced 1.46%
28,097 $14.4 Million
Q1 2022

May 13, 2022

SELL
$455.89 - $520.82 $685,202 - $782,792
-1,503 Reduced 5.01%
28,513 $14.5 Million
Q4 2021

Feb 08, 2022

SELL
$387.01 - $505.58 $78,950 - $103,138
-204 Reduced 0.68%
30,016 $15.1 Million
Q3 2021

Nov 10, 2021

BUY
$390.74 - $429.71 $5,470 - $6,015
14 Added 0.05%
30,220 $11.8 Million
Q3 2021

Oct 19, 2021

SELL
$390.74 - $429.71 $430,986 - $473,970
-1,103 Reduced 3.52%
30,206 $11.8 Million
Q2 2021

Aug 02, 2021

BUY
$364.37 - $420.89 $12,024 - $13,889
33 Added 0.11%
31,309 $12.5 Million
Q1 2021

Apr 22, 2021

BUY
$324.34 - $379.06 $11,351 - $13,267
35 Added 0.11%
31,276 $11.6 Million
Q4 2020

Jan 28, 2021

SELL
$303.68 - $356.82 $211,968 - $249,060
-698 Reduced 2.19%
31,241 $11 Million
Q3 2020

Nov 03, 2020

BUY
$291.16 - $323.7 $322,896 - $358,983
1,109 Added 3.6%
31,939 $9.96 Million
Q2 2020

Aug 05, 2020

SELL
$229.49 - $311.85 $415,835 - $565,072
-1,812 Reduced 5.55%
30,830 $9.09 Million
Q1 2020

May 15, 2020

SELL
$194.86 - $305.31 $573,472 - $898,527
-2,943 Reduced 8.27%
32,642 $8.14 Million
Q4 2019

Jan 27, 2020

BUY
$215.36 - $295.97 $22,828 - $31,372
106 Added 0.3%
35,585 $10.5 Million
Q3 2019

Oct 29, 2019

BUY
$215.26 - $266.65 $199,115 - $246,651
925 Added 2.68%
35,479 $7.71 Million
Q2 2019

Aug 07, 2019

BUY
$216.84 - $252.28 $303,576 - $353,192
1,400 Added 4.22%
34,554 $8.43 Million
Q1 2019

May 14, 2019

BUY
$236.02 - $271.13 $663,216 - $761,875
2,810 Added 9.26%
33,154 $8.14 Million
Q4 2018

Feb 12, 2019

BUY
$232.94 - $286.33 $964,371 - $1.19 Million
4,140 Added 15.8%
30,344 $7.19 Million
Q3 2018

Nov 13, 2018

BUY
$246.98 - $269.65 $146,459 - $159,902
593 Added 2.32%
26,204 $7.05 Million
Q2 2018

Aug 14, 2018

SELL
$217.2 - $255.98 $159,424 - $187,889
-734 Reduced 2.79%
25,611 $6.7 Million
Q1 2018

May 09, 2018

BUY
$212.55 - $248.47 $5.6 Million - $6.55 Million
26,345 New
26,345 $5.64 Million

Others Institutions Holding UNH

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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