A detailed history of Waldron Private Wealth LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Waldron Private Wealth LLC holds 11,616 shares of UNH stock, worth $6.84 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
11,616
Previous 11,600 0.14%
Holding current value
$6.84 Million
Previous $5.74 Million 3.08%
% of portfolio
0.27%
Previous 0.26%

Shares

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

Jul 31, 2024

BUY
$439.2 - $524.63 $7,027 - $8,394
16 Added 0.14%
11,616 $5.92 Million
Q1 2024

May 09, 2024

SELL
$472.6 - $545.42 $450,387 - $519,785
-953 Reduced 7.59%
11,600 $5.74 Million
Q4 2023

Aug 29, 2024

BUY
$509.47 - $552.97 $428,464 - $465,047
841 Added 7.18%
12,553 $6.61 Million
Q4 2023

Jan 30, 2024

BUY
$509.47 - $552.97 $428,464 - $465,047
841 Added 7.18%
12,553 $6.61 Million
Q3 2023

Aug 29, 2024

BUY
$447.75 - $510.93 $282,530 - $322,396
631 Added 5.69%
11,712 $5.91 Million
Q3 2023

Oct 26, 2023

BUY
$447.75 - $510.93 $282,530 - $322,396
631 Added 5.69%
11,712 $5.91 Million
Q2 2023

Aug 29, 2024

SELL
$458.49 - $526.23 $857,376 - $984,050
-1,870 Reduced 14.44%
11,081 $5.33 Million
Q2 2023

Aug 07, 2023

SELL
$458.49 - $526.23 $857,376 - $984,050
-1,870 Reduced 14.44%
11,081 $5.33 Million
Q1 2023

Aug 29, 2024

BUY
$460.33 - $518.33 $614,540 - $691,970
1,335 Added 11.49%
12,951 $6.12 Million
Q1 2023

May 02, 2023

BUY
$460.33 - $518.33 $147,765 - $166,383
321 Added 2.54%
12,951 $6.12 Million
Q3 2022

Nov 14, 2022

BUY
$501.24 - $549.95 $94,734 - $103,940
189 Added 1.52%
12,630 $6.38 Million
Q2 2022

Aug 03, 2022

BUY
$452.06 - $546.01 $905,928 - $1.09 Million
2,004 Added 19.2%
12,441 $6.39 Million
Q1 2022

May 04, 2022

SELL
$455.89 - $520.82 $75,677 - $86,456
-166 Reduced 1.57%
10,437 $5.32 Million
Q4 2021

Feb 02, 2022

SELL
$387.01 - $505.58 $2,709 - $3,539
-7 Reduced 0.07%
10,603 $5.32 Million
Q3 2021

Nov 02, 2021

BUY
$390.74 - $429.71 $546,254 - $600,734
1,398 Added 15.18%
10,610 $4.15 Million
Q2 2021

Aug 06, 2021

SELL
$364.37 - $420.89 $28,785 - $33,250
-79 Reduced 0.85%
9,212 $3.69 Million
Q1 2021

May 11, 2021

BUY
$324.34 - $379.06 $103,140 - $120,541
318 Added 3.54%
9,291 $3.46 Million
Q4 2020

Feb 12, 2021

SELL
$303.68 - $356.82 $26,723 - $31,400
-88 Reduced 0.97%
8,973 $3.15 Million
Q3 2020

Nov 13, 2020

BUY
$291.16 - $323.7 $115,881 - $128,832
398 Added 4.59%
9,061 $2.82 Million
Q2 2020

Aug 11, 2020

SELL
$229.49 - $311.85 $14,916 - $20,270
-65 Reduced 0.74%
8,663 $2.56 Million
Q1 2020

May 05, 2020

SELL
$194.86 - $305.31 $9,743 - $15,265
-50 Reduced 0.57%
8,728 $2.18 Million
Q4 2019

Feb 07, 2020

BUY
$215.36 - $295.97 $255,416 - $351,020
1,186 Added 15.62%
8,778 $2.58 Million
Q3 2019

Nov 06, 2019

BUY
$215.26 - $266.65 $816,911 - $1.01 Million
3,795 Added 99.95%
7,592 $1.65 Million
Q2 2019

Jul 31, 2019

SELL
$216.84 - $252.28 $78,496 - $91,325
-362 Reduced 8.7%
3,797 $926,000
Q1 2019

May 01, 2019

SELL
$236.02 - $271.13 $1.07 Million - $1.23 Million
-4,528 Closed
0 $0
Q4 2018

Feb 13, 2019

BUY
$232.94 - $286.33 $293,970 - $361,348
1,262 Added 38.64%
4,528 $1.13 Million
Q3 2018

Nov 20, 2018

BUY
$246.98 - $269.65 $18,523 - $20,223
75 Added 2.35%
3,266 $868,000
Q1 2018

May 09, 2018

SELL
$212.55 - $248.47 $5,526 - $6,460
-26 Reduced 0.81%
3,191 $682,000
Q4 2017

Jan 26, 2018

BUY
$192.52 - $228.17 $24,642 - $29,205
128 Added 4.14%
3,217 $709,000
Q3 2017

Nov 08, 2017

BUY
$190.82 - $199.75 $168,112 - $175,979
881 Added 39.9%
3,089 $604,000
Q2 2017

Aug 14, 2017

BUY
N/A
2,208
2,208 $409,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $551B
  • 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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