Baker Tilly Wealth Management, LLC Unitedhealth Group Inc Transaction History

Baker Tilly Wealth Management, LLC

  • $377 Million
  • Q4 2025

A detailed history of Baker Tilly Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 1,053 shares of UNH stock, worth $337,507. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,053
Previous 1,052 0.1%
Holding current value
$337,507
Previous $363,000 7.16%
% of portfolio
0.09%
Previous 0.08%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$320.52 - $369.92 $320 - $369
1 Added 0.1%
1,053 $337,000
Q3 2025

Oct 09, 2025
SELL
$237.77 - $353.61 $47,316 - $70,368
-199 Reduced 15.91%
1,052 $363,000
Q2 2025

Jul 10, 2025
SELL
$274.35 - $599.47 $6,858 - $14,986
-25 Reduced 1.96%
1,251 $390,000
Q1 2025

Apr 09, 2025
BUY
$461.52 - $548.18 $29,998 - $35,631
65 Added 5.37%
1,276 $668,000
Q4 2024

Jan 10, 2025
SELL
$485.52 - $625.25 $74,284 - $95,663
-153 Reduced 11.22%
1,211 $612,000
Q3 2024

Oct 24, 2024
SELL
$488.01 - $604.18 $340,142 - $421,113
-697 Reduced 33.82%
1,364 $797,000
Q2 2024

Jul 18, 2024
SELL
$439.2 - $524.63 $1.33 Million - $1.59 Million
-3,032 Reduced 59.53%
2,061 $1.05 Million
Q1 2024

May 09, 2024
SELL
$472.6 - $545.42 $115,787 - $133,627
-245 Reduced 4.59%
5,093 $2.52 Million
Q4 2023

Jan 10, 2024
SELL
$509.47 - $552.97 $504,375 - $547,440
-990 Reduced 15.64%
5,338 $2.81 Million
Q3 2023

Oct 10, 2023
SELL
$447.75 - $510.93 $2.67 Million - $3.04 Million
-5,955 Reduced 48.48%
6,328 $3.19 Million
Q2 2023

Jul 20, 2023
BUY
$458.49 - $526.23 $323,693 - $371,518
706 Added 6.1%
12,283 $5.9 Million
Q1 2023

Apr 12, 2023
BUY
$460.33 - $518.33 $6,904 - $7,774
15 Added 0.13%
11,577 $5.47 Million
Q4 2022

Jan 26, 2023
SELL
$498.86 - $555.15 $327,252 - $364,178
-656 Reduced 5.37%
11,562 $0
Q3 2022

Oct 20, 2022
SELL
$501.24 - $549.95 $378,937 - $415,762
-756 Reduced 5.83%
12,218 $6.17 Million
Q2 2022

Jul 28, 2022
SELL
$452.06 - $546.01 $563,266 - $680,328
-1,246 Reduced 8.76%
12,974 $6.66 Million
Q1 2022

Apr 27, 2022
BUY
$455.89 - $520.82 $638,701 - $729,668
1,401 Added 10.93%
14,220 $7.25 Million
Q4 2021

Feb 08, 2022
BUY
$387.01 - $505.58 $512,401 - $669,387
1,324 Added 11.52%
12,819 $6.44 Million
Q3 2021

Nov 02, 2021
BUY
$390.74 - $429.71 $505,226 - $555,615
1,293 Added 12.67%
11,495 $4.49 Million
Q2 2021

Jul 30, 2021
BUY
$364.37 - $420.89 $486,069 - $561,467
1,334 Added 15.04%
10,202 $4.09 Million
Q1 2021

Apr 28, 2021
BUY
$324.34 - $379.06 $789,443 - $922,632
2,434 Added 37.83%
8,868 $3.3 Million
Q4 2020

Feb 03, 2021
BUY
$303.68 - $356.82 $1.95 Million - $2.3 Million
6,434 New
6,434 $2.26 Million

Others Institutions Holding UNH

# of Institutions
3,802
Shares Held
737M
Call Options Held
58M
Put Options Held
48.8M
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 $300B
  • 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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