Ballast Advisors LLC Unitedhealth Group Inc Transaction History

Ballast Advisors LLC

$361 Million
Q3 2025

A detailed history of Ballast Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Ballast Advisors LLC holds 1,021 shares of UNH stock, worth $327,250. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,021

Previous 1,019 0.2%

Holding current value

$327,250

Previous $317,000 11.04%

% of portfolio

0.1%

Previous 0.09%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$237.77 - $353.61 $475 - $707	2 Added 0.2%	1,021 $352,000
Q2 2025 Jul 31, 2025	SELL	$274.35 - $599.47 $31,824 - $69,538	-116 Reduced 10.22%	1,019 $317,000
Q1 2025 May 07, 2025	BUY	$461.52 - $548.18 $14,307 - $16,993	31 Added 2.81%	1,135 $594,000
Q4 2024 Feb 11, 2025	SELL	$485.52 - $625.25 $71,371 - $91,911	-147 Reduced 11.75%	1,104 $558,000
Q3 2024 Oct 30, 2024	SELL	$488.01 - $604.18 $18,056 - $22,354	-37 Reduced 2.87%	1,251 $731,000

Q2 2024 Jul 26, 2024	SELL	$439.2 - $524.63 $66,319 - $79,219	-151 Reduced 10.49%	1,288 $655,000
Q1 2024 May 01, 2024	SELL	$472.6 - $545.42 $4,726 - $5,454	-10 Reduced 0.69%	1,439 $711,000
Q4 2023 Jan 30, 2024	SELL	$509.47 - $552.97 $43,814 - $47,555	-86 Reduced 5.6%	1,449 $762,000
Q3 2023 Oct 19, 2023	BUY	$447.75 - $510.93 $28,656 - $32,699	64 Added 4.35%	1,535 $773,000
Q2 2023 Aug 04, 2023	SELL	$458.49 - $526.23 $26,592 - $30,521	-58 Reduced 3.79%	1,471 $707,000
Q1 2023 May 09, 2023	BUY	$460.33 - $518.33 $38,667 - $43,539	84 Added 5.81%	1,529 $722,000
Q2 2022 Jul 20, 2022	BUY	$452.06 - $546.01 $904 - $1,092	2 Added 0.14%	1,445 $742,000
Q1 2022 Apr 21, 2022	SELL	$455.89 - $520.82 $153,179 - $174,995	-336 Reduced 18.89%	1,443 $736,000
Q4 2021 Feb 04, 2022	SELL	$387.01 - $505.58 $2,322 - $3,033	-6 Reduced 0.34%	1,779 $893,000
Q3 2021 Nov 01, 2021	BUY	$390.74 - $429.71 $6,642 - $7,305	17 Added 0.96%	1,785 $697,000
Q2 2021 Jul 20, 2021	BUY	$364.37 - $420.89 $728 - $841	2 Added 0.11%	1,768 $708,000
Q1 2021 Apr 26, 2021	BUY	$324.34 - $379.06 $6,486 - $7,581	20 Added 1.15%	1,766 $657,000
Q4 2020 Feb 05, 2021	SELL	$303.68 - $356.82 $145,766 - $171,273	-480 Reduced 21.56%	1,746 $612,000
Q2 2020 Jul 29, 2020	BUY	$229.49 - $311.85 $118,646 - $161,226	517 Added 30.25%	2,226 $657,000
Q1 2020 Apr 16, 2020	SELL	$194.86 - $305.31 $2,338 - $3,663	-12 Reduced 0.7%	1,709 $426,000
Q4 2019 Feb 14, 2020	BUY	$215.36 - $295.97 $370,634 - $509,364	1,721 New	1,721 $506,000

Others Institutions Holding UNH

# of Institutions

3,795

Shares Held

737M

Call Options Held

58M

Put Options Held

48.8M

View Full List

About UNITEDHEALTH GROUP INC

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...

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Ballast Advisors LLC Unitedhealth Group Inc Transaction History