York Bridge Wealth Partners, LLC Unitedhealth Group Inc Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 13,585 shares of UNH stock, worth $6.61 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares

13,585

Previous 14,011 3.04%

Holding current value

$6.61 Million

Previous $7.08 Million 1.79%

% of portfolio

1.83%

Previous 1.82%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	SELL	$498.86 - $555.15 $212,514 - $236,493	-426 Reduced 3.04%	13,585 $0
Q3 2022 Oct 18, 2022	BUY	$501.24 - $549.95 $34,084 - $37,396	68 Added 0.49%	14,011 $7.08 Million
Q2 2022 Jul 15, 2022	SELL	$452.06 - $546.01 $601,691 - $726,739	-1,331 Reduced 8.71%	13,943 $7.16 Million
Q1 2022 Apr 15, 2022	SELL	$455.89 - $520.82 $10,029 - $11,458	-22 Reduced 0.14%	15,274 $7.79 Million
Q4 2021 Jan 19, 2022	BUY	$387.01 - $505.58 $105,266 - $137,517	272 Added 1.81%	15,296 $7.68 Million

Q3 2021 Oct 22, 2021	BUY	$390.74 - $429.71 $214,907 - $236,340	550 Added 3.8%	15,024 $5.87 Million
Q2 2021 Jul 22, 2021	BUY	$364.37 - $420.89 $71,780 - $82,915	197 Added 1.38%	14,474 $5.8 Million
Q1 2021 Apr 15, 2021	BUY	$324.34 - $379.06 $225,740 - $263,825	696 Added 5.12%	14,277 $5.31 Million
Q4 2020 Jan 19, 2021	BUY	$303.68 - $356.82 $156,395 - $183,762	515 Added 3.94%	13,581 $4.76 Million
Q3 2020 Oct 19, 2020	BUY	$291.16 - $323.7 $1.79 Million - $1.98 Million	6,132 Added 88.43%	13,066 $4.07 Million
Q2 2020 Jul 20, 2020	BUY	$229.49 - $311.85 $18,588 - $25,259	81 Added 1.18%	6,934 $2.05 Million
Q1 2020 Apr 16, 2020	SELL	$194.86 - $305.31 $80,866 - $126,703	-415 Reduced 5.71%	6,853 $1.71 Million
Q4 2019 Jan 17, 2020	SELL	$215.36 - $295.97 $70,207 - $96,486	-326 Reduced 4.29%	7,268 $2.14 Million
Q3 2019 Oct 21, 2019	SELL	$215.26 - $266.65 $208,802 - $258,650	-970 Reduced 11.33%	7,594 $1.65 Million
Q2 2019 Jul 18, 2019	BUY	$216.84 - $252.28 $53,559 - $62,313	247 Added 2.97%	8,564 $2.09 Million
Q1 2019 May 09, 2019	SELL	$236.02 - $271.13 $21,241 - $24,401	-90 Reduced 1.07%	8,317 $2.06 Million
Q4 2018 Feb 14, 2019	BUY	$232.94 - $286.33 $11,181 - $13,743	48 Added 0.57%	8,407 $2.09 Million
Q3 2018 Nov 14, 2018	SELL	$246.98 - $269.65 $40,504 - $44,222	-164 Reduced 1.92%	8,359 $2.25 Million
Q2 2018 Aug 10, 2018	SELL	$217.2 - $255.98 $16,290 - $19,198	-75 Reduced 0.87%	8,523 $2.09 Million
Q1 2018 May 15, 2018	SELL	$212.55 - $248.47 $1,275 - $1,490	-6 Reduced 0.07%	8,598 $1.93 Million
Q4 2017 Feb 12, 2018	SELL	$192.52 - $228.17 $126,870 - $150,364	-659 Reduced 7.11%	8,604 $1.89 Million
Q3 2017 Oct 27, 2017	SELL	$190.82 - $199.75 $41,217 - $43,146	-216 Reduced 2.28%	9,263 $1.81 Million
Q2 2017 Aug 14, 2017	BUY	N/A	9,479	9,479 $1.77 Million

Others Institutions Holding UNH

# of Institutions

3,668

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 $455B
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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York Bridge Wealth Partners, LLC Unitedhealth Group Inc Transaction History