Xml Financial, LLC Unitedhealth Group Inc Transaction History

Xml Financial, LLC

$971 Million
Q1 2024

A detailed history of Xml Financial, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Xml Financial, LLC holds 3,270 shares of UNH stock, worth $1.6 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,270

Previous 3,518 7.05%

Holding current value

$1.6 Million

Previous $1.85 Million 12.69%

% of portfolio

0.17%

Previous 0.2%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$472.6 - $545.42 $117,204 - $135,264	-248 Reduced 7.05%	3,270 $1.62 Million
Q4 2023 Feb 14, 2024	BUY	$509.47 - $552.97 $112,592 - $122,206	221 Added 6.7%	3,518 $1.85 Million
Q3 2023 Nov 06, 2023	BUY	$447.75 - $510.93 $197,905 - $225,831	442 Added 15.48%	3,297 $1.66 Million
Q2 2023 Aug 07, 2023	BUY	$458.49 - $526.23 $64,647 - $74,198	141 Added 5.2%	2,855 $1.37 Million
Q1 2023 May 15, 2023	BUY	$460.33 - $518.33 $21,635 - $24,361	47 Added 1.76%	2,714 $1.28 Million

Q4 2022 Feb 09, 2023	SELL	$498.86 - $555.15 $24,444 - $27,202	-49 Reduced 1.8%	2,667 $1.41 Million
Q3 2022 Nov 04, 2022	BUY	$501.24 - $549.95 $228,565 - $250,777	456 Added 20.18%	2,716 $1.37 Million
Q2 2022 Aug 01, 2022	SELL	$452.06 - $546.01 $188,509 - $227,686	-417 Reduced 15.58%	2,260 $1.16 Million
Q1 2022 May 02, 2022	BUY	$455.89 - $520.82 $167,767 - $191,661	368 Added 15.94%	2,677 $1.37 Million
Q4 2021 Feb 01, 2022	SELL	$387.01 - $505.58 $28,638 - $37,412	-74 Reduced 3.11%	2,309 $1.16 Million
Q3 2021 Nov 01, 2021	BUY	$390.74 - $429.71 $64,472 - $70,902	165 Added 7.44%	2,383 $931,000
Q2 2021 Aug 10, 2021	SELL	$364.37 - $420.89 $249,593 - $288,309	-685 Reduced 23.6%	2,218 $888,000
Q1 2021 May 14, 2021	BUY	$324.34 - $379.06 $65,516 - $76,570	202 Added 7.48%	2,903 $1.08 Million
Q4 2020 Feb 08, 2021	BUY	$303.68 - $356.82 $607 - $713	2 Added 0.07%	2,701 $947,000
Q3 2020 Nov 13, 2020	SELL	$291.16 - $323.7 $188,962 - $210,081	-649 Reduced 19.38%	2,699 $841,000
Q2 2020 Jul 31, 2020	SELL	$229.49 - $311.85 $303,615 - $412,577	-1,323 Reduced 28.32%	3,348 $988,000
Q1 2020 May 08, 2020	BUY	$194.86 - $305.31 $275,142 - $431,097	1,412 Added 43.33%	4,671 $1.17 Million
Q4 2019 Feb 04, 2020	BUY	$215.36 - $295.97 $701,858 - $964,566	3,259 New	3,259 $946,000

Others Institutions Holding UNH

# of Institutions

3,672

Shares Held

759M

Call Options Held

6.06M

Put Options Held

6.74M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $456B
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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Xml Financial, LLC Unitedhealth Group Inc Transaction History