Fairhaven Wealth Management, LLC Unitedhealth Group Inc Transaction History

Fairhaven Wealth Management, LLC

$302 Million
Q2 2024

A detailed history of Fairhaven Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Fairhaven Wealth Management, LLC holds 9,999 shares of UNH stock, worth $5.58 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares

9,999

Previous 9,934 0.65%

Holding current value

$5.58 Million

Previous $4.91 Million 3.62%

% of portfolio

1.69%

Previous 1.69%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$439.2 - $524.63 $28,548 - $34,100	65 Added 0.65%	9,999 $5.09 Million
Q1 2024 May 01, 2024	SELL	$472.6 - $545.42 $95,465 - $110,174	-202 Reduced 1.99%	9,934 $4.91 Million
Q4 2023 Feb 08, 2024	SELL	$509.47 - $552.97 $160,483 - $174,185	-315 Reduced 3.01%	10,136 $5.34 Million
Q3 2023 Nov 14, 2023	BUY	$447.75 - $510.93 $33,581 - $38,319	75 Added 0.72%	10,451 $5.27 Million
Q2 2023 Aug 11, 2023	BUY	$458.49 - $526.23 $64,188 - $73,672	140 Added 1.37%	10,376 $4.99 Million
Q4 2022 Feb 10, 2023	BUY	$498.86 - $555.15 $82,810 - $92,154	166 Added 1.65%	10,236 $5.43 Million
Q3 2022 Nov 10, 2022	SELL	$501.24 - $549.95 $216,034 - $237,028	-431 Reduced 4.1%	10,070 $5.09 Million
Q2 2022 Aug 08, 2022	SELL	$452.06 - $546.01 $71,425 - $86,269	-158 Reduced 1.48%	10,501 $5.39 Million
Q1 2022 May 16, 2022	BUY	$455.89 - $520.82 $72,030 - $82,289	158 Added 1.5%	10,659 $5.44 Million
Q4 2021 Jan 18, 2022	BUY	$387.01 - $505.58 $35,217 - $46,007	91 Added 0.87%	10,501 $5.27 Million
Q3 2021 Nov 10, 2021	BUY	$390.74 - $429.71 $311,810 - $342,908	798 Added 8.3%	10,410 $4.07 Million
Q2 2021 Aug 09, 2021	BUY	$364.37 - $420.89 $36,801 - $42,509	101 Added 1.06%	9,612 $3.85 Million
Q1 2021 May 13, 2021	BUY	$324.34 - $379.06 $444,345 - $519,312	1,370 Added 16.83%	9,511 $3.54 Million
Q4 2020 Feb 12, 2021	BUY	$303.68 - $356.82 $256,609 - $301,512	845 Added 11.58%	8,141 $2.86 Million
Q3 2020 Nov 04, 2020	BUY	$291.16 - $323.7 $76,575 - $85,133	263 Added 3.74%	7,296 $2.28 Million
Q2 2020 Aug 14, 2020	BUY	$229.49 - $311.85 $181,756 - $246,985	792 Added 12.69%	7,033 $2.07 Million
Q1 2020 May 05, 2020	BUY	$194.86 - $305.31 $370,818 - $581,004	1,903 Added 43.87%	6,241 $1.56 Million
Q4 2019 Feb 07, 2020	SELL	$215.36 - $295.97 $6,676 - $9,175	-31 Reduced 0.71%	4,338 $1.28 Million
Q3 2019 Nov 15, 2019	BUY	$215.26 - $266.65 $29,921 - $37,064	139 Added 3.29%	4,369 $949,000
Q2 2019 Aug 13, 2019	BUY	$216.84 - $252.28 $108,203 - $125,887	499 Added 13.37%	4,230 $1.03 Million
Q1 2019 Apr 19, 2019	BUY	$236.02 - $271.13 $45,079 - $51,785	191 Added 5.4%	3,731 $923,000
Q4 2018 Feb 14, 2019	BUY	$232.94 - $286.33 $824,607 - $1.01 Million	3,540 New	3,540 $882,000

Others Institutions Holding UNH

# of Institutions

3,806

Shares Held

788M

Call Options Held

5.85M

Put Options Held

5.63M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $522B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fairhaven Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fairhaven Wealth Management, LLC with notifications on news.

Account

Fairhaven Wealth Management, LLC Unitedhealth Group Inc Transaction History