Winthrop Advisory Group LLC Unitedhealth Group Inc Transaction History

Winthrop Advisory Group LLC

$826 Million
Q3 2024

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 $720,801. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,270

Previous 1,324 4.08%

Holding current value

$720,801

Previous $674,000 10.09%

% of portfolio

0.09%

Previous 0.09%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

3,801

Shares Held

788M

Call Options Held

5.86M

Put Options Held

5.64M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $531B
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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Winthrop Advisory Group LLC Unitedhealth Group Inc Transaction History