A detailed history of Winthrop Advisory Group LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 1,270 shares of UNH stock, worth $635,165. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,270
Previous 1,324 4.08%
Holding current value
$635,165
Previous $674,000 10.09%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 31, 2024

SELL
$488.01 - $604.18 $26,352 - $32,625
-54 Reduced 4.08%
1,270 $742,000
Q2 2024

Jul 18, 2024

BUY
$439.2 - $524.63 $32,940 - $39,347
75 Added 6.0%
1,324 $674,000
Q1 2024

Apr 17, 2024

SELL
$472.6 - $545.42 $6,143 - $7,090
-13 Reduced 1.03%
1,249 $617,000
Q4 2023

Jan 10, 2024

BUY
$509.47 - $552.97 $72,344 - $78,521
142 Added 12.68%
1,262 $664,000
Q3 2023

Nov 03, 2023

BUY
$447.75 - $510.93 $447 - $510
1 Added 0.09%
1,120 $564,000
Q2 2023

Aug 02, 2023

BUY
$458.49 - $526.23 $82,986 - $95,247
181 Added 19.3%
1,119 $537,000
Q1 2023

Apr 17, 2023

BUY
$460.33 - $518.33 $6,444 - $7,256
14 Added 1.52%
938 $443,000
Q4 2022

Aug 03, 2023

SELL
$498.86 - $555.15 $97,277 - $108,254
-195 Reduced 17.43%
924 $489,000
Q4 2022

Jan 18, 2023

SELL
$498.86 - $555.15 $6,984 - $7,772
-14 Reduced 1.49%
924 $490,000
Q3 2022

Nov 04, 2022

SELL
$501.24 - $549.95 $4,511 - $4,949
-9 Reduced 0.95%
938 $474,000
Q2 2022

Jul 21, 2022

SELL
$452.06 - $546.01 $2,712 - $3,276
-6 Reduced 0.63%
947 $486,000
Q1 2022

Apr 13, 2022

BUY
$455.89 - $520.82 $7,294 - $8,333
16 Added 1.71%
953 $486,000
Q4 2021

Jan 12, 2022

BUY
$387.01 - $505.58 $54,181 - $70,781
140 Added 17.57%
937 $471,000
Q3 2021

Oct 14, 2021

SELL
$390.74 - $429.71 $82,836 - $91,098
-212 Reduced 21.01%
797 $311,000
Q2 2021

Jul 14, 2021

SELL
$364.37 - $420.89 $92,549 - $106,906
-254 Reduced 20.11%
1,009 $404,000
Q1 2021

Apr 23, 2021

BUY
$324.34 - $379.06 $35,028 - $40,938
108 Added 9.35%
1,263 $470,000
Q4 2020

Jan 25, 2021

BUY
$303.68 - $356.82 $88,674 - $104,191
292 Added 33.84%
1,155 $405,000
Q3 2020

Oct 20, 2020

SELL
$291.16 - $323.7 $1,164 - $1,294
-4 Reduced 0.46%
863 $269,000
Q2 2020

Jul 17, 2020

BUY
$229.49 - $311.85 $229 - $311
1 Added 0.12%
867 $258,000
Q1 2020

Apr 17, 2020

SELL
$194.86 - $305.31 $23,772 - $37,247
-122 Reduced 12.35%
866 $216,000
Q4 2019

Jan 06, 2020

BUY
$215.36 - $295.97 $212,775 - $292,418
988 New
988 $290,000
Q3 2019

Oct 10, 2019

SELL
$215.26 - $266.65 $197,823 - $245,051
-919 Closed
0 $0
Q2 2019

Jul 17, 2019

BUY
$216.84 - $252.28 $199,275 - $231,845
919 New
919 $224,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $468B
  • 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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