Welch & Forbes LLC Unitedhealth Group Inc Transaction History

Welch & Forbes LLC

$7.73 Billion
Q3 2024

A detailed history of Welch & Forbes LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Welch & Forbes LLC holds 5,038 shares of UNH stock, worth $3.01 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,038

Previous 4,820 4.52%

Holding current value

$3.01 Million

Previous $2.45 Million 20.01%

% of portfolio

0.04%

Previous 0.03%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$488.01 - $604.18 $106,386 - $131,711	218 Added 4.52%	5,038 $2.95 Million
Q2 2024 Aug 01, 2024	BUY	$439.2 - $524.63 $37,771 - $45,118	86 Added 1.82%	4,820 $2.45 Million
Q1 2024 May 02, 2024	SELL	$472.6 - $545.42 $16,541 - $19,089	-35 Reduced 0.73%	4,734 $2.34 Million
Q4 2023 Feb 06, 2024	SELL	$509.47 - $552.97 $124,820 - $135,477	-245 Reduced 4.89%	4,769 $2.51 Million
Q3 2023 Nov 02, 2023	BUY	$447.75 - $510.93 $44,327 - $50,582	99 Added 2.01%	5,014 $2.53 Million
Q1 2023 Apr 14, 2023	SELL	$460.33 - $518.33 $14,270 - $16,068	-31 Reduced 0.63%	4,915 $2.32 Million
Q4 2022 Feb 02, 2023	BUY	$498.86 - $555.15 $108,252 - $120,467	217 Added 4.59%	4,946 $2.62 Million
Q3 2022 Oct 28, 2022	BUY	$501.24 - $549.95 $135,836 - $149,036	271 Added 6.08%	4,729 $2.39 Million
Q2 2022 Jul 22, 2022	BUY	$452.06 - $546.01 $39,781 - $48,048	88 Added 2.01%	4,458 $2.29 Million
Q4 2021 Jan 19, 2022	BUY	$387.01 - $505.58 $6,966 - $9,100	18 Added 0.41%	4,370 $2.2 Million
Q3 2021 Oct 13, 2021	SELL	$390.74 - $429.71 $85,962 - $94,536	-220 Reduced 4.81%	4,352 $1.7 Million
Q2 2021 Jul 22, 2021	BUY	$364.37 - $420.89 $526,514 - $608,186	1,445 Added 46.21%	4,572 $1.83 Million
Q1 2021 Apr 14, 2021	SELL	$324.34 - $379.06 $41,839 - $48,898	-129 Reduced 3.96%	3,127 $1.16 Million
Q4 2020 Jan 20, 2021	BUY	$303.68 - $356.82 $70,150 - $82,425	231 Added 7.64%	3,256 $1.14 Million
Q3 2020 Oct 23, 2020	SELL	$291.16 - $323.7 $150,820 - $167,676	-518 Reduced 14.62%	3,025 $943,000
Q2 2020 Jul 15, 2020	SELL	$229.49 - $311.85 $11,474 - $15,592	-50 Reduced 1.39%	3,543 $1.05 Million
Q1 2020 Apr 17, 2020	BUY	$194.86 - $305.31 $123,541 - $193,566	634 Added 21.43%	3,593 $896,000
Q4 2019 Jan 17, 2020	SELL	$215.36 - $295.97 $13,998 - $19,238	-65 Reduced 2.15%	2,959 $870,000
Q3 2019 Oct 11, 2019	BUY	$215.26 - $266.65 $35,517 - $43,997	165 Added 5.77%	3,024 $657,000
Q2 2019 Jul 12, 2019	SELL	$216.84 - $252.28 $1,951 - $2,270	-9 Reduced 0.31%	2,859 $698,000
Q1 2019 Apr 29, 2019	SELL	$236.02 - $271.13 $32,098 - $36,873	-136 Reduced 4.53%	2,868 $709,000
Q4 2018 Feb 05, 2019	SELL	$232.94 - $286.33 $47,519 - $58,411	-204 Reduced 6.36%	3,004 $749,000
Q3 2018 Oct 17, 2018	BUY	$246.98 - $269.65 $5,186 - $5,662	21 Added 0.66%	3,208 $854,000
Q2 2018 Jul 16, 2018	BUY	$217.2 - $255.98 $5,647 - $6,655	26 Added 0.82%	3,187 $782,000
Q1 2018 Apr 12, 2018	BUY	$212.55 - $248.47 $49,949 - $58,390	235 Added 8.03%	3,161 $677,000
Q4 2017 Jan 26, 2018	BUY	$192.52 - $228.17 $69,692 - $82,597	362 Added 14.12%	2,926 $645,000
Q3 2017 Nov 13, 2017	BUY	$190.82 - $199.75 $489,262 - $512,159	2,564	2,564 $502,000

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...

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