Ascent Wealth Partners, LLC Unitedhealth Group Inc Transaction History

Ascent Wealth Partners, LLC

  • $712 Million
  • Q3 2024

A detailed history of Ascent Wealth Partners, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 19,343 shares of UNH stock, worth $9.86 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
19,343
Previous 19,460 0.6%
Holding current value
$9.86 Million
Previous $9.91 Million 14.12%
% of portfolio
1.59%
Previous 1.45%

Shares

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

Oct 31, 2024
SELL
$488.01 - $604.18 $57,097 - $70,689
-117 Reduced 0.6%
19,343 $11.3 Million
Q2 2024

Jul 31, 2024
BUY
$439.2 - $524.63 $7,466 - $8,918
17 Added 0.09%
19,460 $9.91 Million
Q1 2024

May 01, 2024
BUY
$472.6 - $545.42 $88,376 - $101,993
187 Added 0.97%
19,443 $9.62 Million
Q4 2023

Jan 22, 2024
BUY
$509.47 - $552.97 $79,477 - $86,263
156 Added 0.82%
19,256 $10.1 Million
Q3 2023

Oct 20, 2023
SELL
$447.75 - $510.93 $86,415 - $98,609
-193 Reduced 1.0%
19,100 $9.63 Million
Q2 2023

Aug 04, 2023
BUY
$458.49 - $526.23 $1.55 Million - $1.77 Million
3,372 Added 21.18%
19,293 $9.27 Million
Q1 2023

Apr 25, 2023
BUY
$460.33 - $518.33 $119,225 - $134,247
259 Added 1.65%
15,921 $7.52 Million
Q4 2022

Feb 02, 2023
SELL
$498.86 - $555.15 $44,897 - $49,963
-90 Reduced 0.57%
15,662 $8.3 Million
Q3 2022

Nov 14, 2022
SELL
$501.24 - $549.95 $1.61 Million - $1.77 Million
-3,221 Reduced 16.98%
15,752 $7.96 Million
Q2 2022

Aug 10, 2022
SELL
$452.06 - $546.01 $8.41 Million - $10.2 Million
-18,601 Closed
0 $0
Q1 2022

May 02, 2022
BUY
$455.89 - $520.82 $1.15 Million - $1.31 Million
2,515 Added 15.63%
18,601 $9.49 Million
Q4 2021

Jan 27, 2022
SELL
$387.01 - $505.58 $851,422 - $1.11 Million
-2,200 Reduced 12.03%
16,086 $8.08 Million
Q3 2021

Nov 01, 2021
SELL
$390.74 - $429.71 $20,318 - $22,344
-52 Reduced 0.28%
18,286 $7.15 Million
Q2 2021

Jul 30, 2021
BUY
$364.37 - $420.89 $75,788 - $87,545
208 Added 1.15%
18,338 $7.34 Million
Q1 2021

Apr 26, 2021
BUY
$324.34 - $379.06 $178,062 - $208,103
549 Added 3.12%
18,130 $6.75 Million
Q4 2020

Feb 02, 2021
SELL
$303.68 - $356.82 $56,180 - $66,011
-185 Reduced 1.04%
17,581 $6.17 Million
Q3 2020

Oct 22, 2020
SELL
$291.16 - $323.7 $16,596 - $18,450
-57 Reduced 0.32%
17,766 $5.54 Million
Q2 2020

Jul 21, 2020
SELL
$229.49 - $311.85 $19,506 - $26,507
-85 Reduced 0.47%
17,823 $5.26 Million
Q1 2020

Apr 29, 2020
SELL
$194.86 - $305.31 $1.65 Million - $2.58 Million
-8,456 Reduced 32.07%
17,908 $4.47 Million
Q4 2019

Jan 29, 2020
SELL
$215.36 - $295.97 $96,912 - $133,186
-450 Reduced 1.68%
26,364 $7.75 Million
Q3 2019

Oct 22, 2019
SELL
$215.26 - $266.65 $36,163 - $44,797
-168 Reduced 0.62%
26,814 $5.83 Million
Q2 2019

Jul 30, 2019
BUY
$216.84 - $252.28 $124,466 - $144,808
574 Added 2.17%
26,982 $6.59 Million
Q1 2019

May 13, 2019
BUY
$236.02 - $271.13 $395,569 - $454,413
1,676 Added 6.78%
26,408 $6.53 Million
Q4 2018

Feb 13, 2019
SELL
$232.94 - $286.33 $115,072 - $141,447
-494 Reduced 1.96%
24,732 $6.16 Million
Q3 2018

Aug 21, 2019
BUY
$246.98 - $269.65 $114,845 - $125,387
465 Added 1.88%
25,226 $6.71 Million
Q2 2018

Aug 21, 2019
BUY
$217.2 - $255.98 $23,674 - $27,901
109 Added 0.44%
24,761 $6.08 Million
Q1 2018

Aug 21, 2019
SELL
$212.55 - $248.47 $41,447 - $48,451
-195 Reduced 0.78%
24,652 $5.28 Million
Q4 2017

Aug 21, 2019
SELL
$192.52 - $228.17 $1.25 Million - $1.49 Million
-6,514 Reduced 20.77%
24,847 $5.48 Million
Q3 2017

Aug 21, 2019
BUY
$190.82 - $199.75 $79,190 - $82,896
415 Added 1.34%
31,361 $6.14 Million
Q2 2017

Aug 21, 2019
SELL
N/A
-90 Reduced 0.29%
30,946 $5.74 Million
Q1 2017

Aug 21, 2019
BUY
N/A
450 Added 1.47%
31,036 $5.09 Million
Q4 2016

Aug 21, 2019
SELL
N/A
-579 Reduced 1.86%
30,586 $4.9 Million
Q3 2016

Aug 21, 2019
SELL
N/A
-190 Reduced 0.61%
31,165 $4.36 Million
Q2 2016

Aug 21, 2019
SELL
N/A
-98 Reduced 0.31%
31,355 $4.43 Million
Q1 2016

Aug 21, 2019
BUY
N/A
533 Added 1.72%
31,453 $4.06 Million
Q4 2015

Aug 21, 2019
BUY
N/A
288 Added 0.94%
30,920 $3.64 Million
Q3 2015

Aug 21, 2019
BUY
N/A
776 Added 2.6%
30,632 $3.55 Million
Q2 2015

Aug 21, 2019
BUY
N/A
615 Added 2.1%
29,856 $3.64 Million
Q1 2015

Aug 21, 2019
BUY
N/A
925 Added 3.27%
29,241 $3.46 Million
Q4 2014

Aug 21, 2019
BUY
N/A
916 Added 3.34%
28,316 $2.86 Million
Q3 2014

Aug 21, 2019
BUY
N/A
27,400
27,400 $2.36 Million

Others Institutions Holding UNH

# of Institutions
3,838
Shares Held
775M
Call Options Held
6.76M
Put Options Held
7.03M
View Full List

About UNITEDHEALTH GROUP INC

UNH Quotes by TradingView
  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $477B
  • 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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