Walter & Keenan Wealth Management LLC Unitedhealth Group Inc Transaction History

Walter & Keenan Wealth Management LLC

$327 Million
Q3 2024

A detailed history of Walter & Keenan Wealth Management LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 3,567 shares of UNH stock, worth $2.13 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

3,567

Previous 3,667 2.73%

Holding current value

$2.13 Million

Previous $1.87 Million 11.68%

% of portfolio

0.64%

Previous 0.6%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$488.01 - $604.18 $48,801 - $60,417	-100 Reduced 2.73%	3,567 $2.09 Million
Q2 2024 Jul 15, 2024	BUY	$439.2 - $524.63 $24,595 - $29,379	56 Added 1.55%	3,667 $1.87 Million
Q1 2024 Apr 30, 2024	BUY	$472.6 - $545.42 $9,452 - $10,908	20 Added 0.56%	3,611 $1.79 Million
Q4 2023 Jan 25, 2024	SELL	$509.47 - $552.97 $27,001 - $29,307	-53 Reduced 1.45%	3,591 $1.89 Million
Q3 2023 Oct 20, 2023	SELL	$447.75 - $510.93 $1,791 - $2,043	-4 Reduced 0.11%	3,644 $1.84 Million
Q2 2023 Jul 28, 2023	BUY	$458.49 - $526.23 $13,754 - $15,786	30 Added 0.83%	3,648 $1.75 Million
Q1 2023 Apr 26, 2023	SELL	$460.33 - $518.33 $343,406 - $386,674	-746 Reduced 17.09%	3,618 $1.71 Million
Q3 2022 Oct 21, 2022	BUY	$501.24 - $549.95 $33,583 - $36,846	67 Added 1.56%	4,364 $2.2 Million
Q1 2022 Apr 29, 2022	BUY	$455.89 - $520.82 $4,558 - $5,208	10 Added 0.23%	4,297 $2.19 Million
Q3 2021 Oct 18, 2021	BUY	$390.74 - $429.71 $48,061 - $52,854	123 Added 2.95%	4,287 $1.68 Million
Q2 2021 Jul 13, 2021	BUY	$364.37 - $420.89 $32,064 - $37,038	88 Added 2.16%	4,164 $1.67 Million
Q1 2021 Apr 30, 2021	BUY	$324.34 - $379.06 $230,281 - $269,132	710 Added 21.09%	4,076 $1.52 Million
Q4 2020 Jan 28, 2021	BUY	$303.68 - $356.82 $32,493 - $38,179	107 Added 3.28%	3,366 $1.18 Million
Q3 2020 Oct 27, 2020	BUY	$291.16 - $323.7 $14,558 - $16,185	50 Added 1.56%	3,259 $1.02 Million
Q2 2020 Jul 16, 2020	SELL	$229.49 - $311.85 $301,090 - $409,147	-1,312 Reduced 29.02%	3,209 $946,000
Q1 2020 Apr 14, 2020	BUY	$194.86 - $305.31 $275,142 - $431,097	1,412 Added 45.42%	4,521 $1.07 Million
Q4 2019 Jan 29, 2020	BUY	$215.36 - $295.97 $77,314 - $106,253	359 Added 13.05%	3,109 $914,000
Q2 2019 Aug 01, 2019	BUY	$216.84 - $252.28 $130,104 - $151,368	600 Added 27.91%	2,750 $671,000
Q1 2019 May 08, 2019	BUY	$236.02 - $271.13 $507,443 - $582,929	2,150 New	2,150 $532,000

Others Institutions Holding UNH

# of Institutions

3,814

Shares Held

788M

Call Options Held

5.85M

Put Options Held

5.63M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $558B
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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Walter & Keenan Wealth Management LLC Unitedhealth Group Inc Transaction History