Williams Jones Wealth Management, Llc. Unitedhealth Group Inc Transaction History

Williams Jones Wealth Management, Llc.

$8.14 Billion
Q4 2024

A detailed history of Williams Jones Wealth Management, Llc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 53,704 shares of UNH stock, worth $27.7 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

53,704

Previous 52,001 3.27%

Holding current value

$27.7 Million

Previous $30.4 Million 10.65%

% of portfolio

0.33%

Previous 0.36%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$485.52 - $625.25 $826,840 - $1.06 Million	1,703 Added 3.27%	53,704 $27.2 Million
Q3 2024 Nov 14, 2024	SELL	$488.01 - $604.18 $324,526 - $401,779	-665 Reduced 1.26%	52,001 $30.4 Million
Q2 2024 Aug 05, 2024	SELL	$439.2 - $524.63 $4.55 Million - $5.44 Million	-10,363 Reduced 16.44%	52,666 $26.8 Million
Q1 2024 May 07, 2024	SELL	$472.6 - $545.42 $2.71 Million - $3.13 Million	-5,736 Reduced 8.34%	63,029 $31.2 Million
Q4 2023 Feb 14, 2024	BUY	$509.47 - $552.97 $376,498 - $408,644	739 Added 1.09%	68,765 $36.2 Million
Q3 2023 Nov 14, 2023	SELL	$447.75 - $510.93 $711,474 - $811,867	-1,589 Reduced 2.28%	68,026 $34.3 Million
Q2 2023 Aug 14, 2023	SELL	$458.49 - $526.23 $633,633 - $727,249	-1,382 Reduced 1.95%	69,615 $33.5 Million
Q1 2023 May 15, 2023	BUY	$460.33 - $518.33 $905,929 - $1.02 Million	1,968 Added 2.85%	70,997 $33.6 Million
Q4 2022 Feb 14, 2023	BUY	$498.86 - $555.15 $270,382 - $300,891	542 Added 0.79%	69,029 $36.6 Million
Q3 2022 Nov 14, 2022	SELL	$501.24 - $549.95 $1.17 Million - $1.29 Million	-2,338 Reduced 3.3%	68,487 $34.6 Million
Q2 2022 Aug 15, 2022	BUY	$452.06 - $546.01 $3.82 Million - $4.61 Million	8,452 Added 13.55%	70,825 $36.4 Million
Q1 2022 May 16, 2022	BUY	$455.89 - $520.82 $502,846 - $574,464	1,103 Added 1.8%	62,373 $31.8 Million
Q4 2021 Feb 14, 2022	SELL	$387.01 - $505.58 $75,466 - $98,588	-195 Reduced 0.32%	61,270 $30.8 Million
Q3 2021 Nov 15, 2021	BUY	$390.74 - $429.71 $280,160 - $308,102	717 Added 1.18%	61,465 $24 Million
Q2 2021 Aug 16, 2021	BUY	$364.37 - $420.89 $921,491 - $1.06 Million	2,529 Added 4.34%	60,748 $24.3 Million
Q1 2021 May 17, 2021	BUY	$324.34 - $379.06 $7.57 Million - $8.84 Million	23,333 Added 66.88%	58,219 $21.7 Million
Q4 2020 Feb 16, 2021	BUY	$303.68 - $356.82 $593,390 - $697,226	1,954 Added 5.93%	34,886 $12.2 Million
Q3 2020 Nov 13, 2020	BUY	$291.16 - $323.7 $1.5 Million - $1.66 Million	5,136 Added 18.48%	32,932 $10.3 Million
Q2 2020 Aug 14, 2020	BUY	$229.49 - $311.85 $2.83 Million - $3.85 Million	12,346 Added 79.91%	27,796 $8.2 Million
Q1 2020 May 15, 2020	SELL	$194.86 - $305.31 $294,823 - $461,934	-1,513 Reduced 8.92%	15,450 $3.85 Million
Q4 2019 Feb 14, 2020	SELL	$215.36 - $295.97 $117,371 - $161,303	-545 Reduced 3.11%	16,963 $4.99 Million
Q3 2019 Nov 14, 2019	BUY	$215.26 - $266.65 $3.77 Million - $4.67 Million	17,508 New	17,508 $3.81 Million

Others Institutions Holding UNH

# of Institutions

4,077

Shares Held

765M

Call Options Held

9.06M

Put Options Held

9.06M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $483B
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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Williams Jones Wealth Management, Llc. Unitedhealth Group Inc Transaction History