Mark Sheptoff Financial Planning, LLC Unitedhealth Group Inc Transaction History

Mark Sheptoff Financial Planning, LLC

$186 Million
Q3 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 27,918 shares of UNH stock, worth $14.5 Million. This represents 8.79% of its overall portfolio holdings.

Number of Shares

27,918

Previous 28,583 2.33%

Holding current value

$14.5 Million

Previous $14.6 Million 12.14%

% of portfolio

8.79%

Previous 8.25%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$488.01 - $604.18 $324,526 - $401,779	-665 Reduced 2.33%	27,918 $16.3 Million
Q2 2024 Aug 12, 2024	SELL	$439.2 - $524.63 $361,900 - $432,295	-824 Reduced 2.8%	28,583 $14.6 Million
Q1 2024 May 10, 2024	SELL	$472.6 - $545.42 $128,074 - $147,808	-271 Reduced 0.91%	29,407 $14.5 Million
Q4 2023 Feb 09, 2024	SELL	$509.47 - $552.97 $253,716 - $275,379	-498 Reduced 1.65%	29,678 $15.6 Million
Q3 2023 Nov 09, 2023	SELL	$447.75 - $510.93 $203,726 - $232,473	-455 Reduced 1.49%	30,176 $15.2 Million
Q2 2023 Aug 10, 2023	SELL	$458.49 - $526.23 $88,030 - $101,036	-192 Reduced 0.62%	30,631 $14.7 Million
Q1 2023 May 11, 2023	SELL	$460.33 - $518.33 $118,304 - $133,210	-257 Reduced 0.83%	30,823 $14.6 Million
Q4 2022 Feb 14, 2023	SELL	$498.86 - $555.15 $1,995 - $2,220	-4 Reduced 0.01%	31,080 $16.5 Million
Q3 2022 Nov 08, 2022	BUY	$501.24 - $549.95 $26,565 - $29,147	53 Added 0.17%	31,084 $15.7 Million
Q2 2022 Aug 11, 2022	SELL	$452.06 - $546.01 $123,412 - $149,060	-273 Reduced 0.87%	31,031 $15.9 Million
Q1 2022 May 12, 2022	SELL	$455.89 - $520.82 $363,344 - $415,093	-797 Reduced 2.48%	31,304 $16 Million
Q4 2021 Feb 11, 2022	BUY	$387.01 - $505.58 $1,935 - $2,527	5 Added 0.02%	32,101 $16.1 Million
Q3 2021 Nov 10, 2021	SELL	$390.74 - $429.71 $282,114 - $310,250	-722 Reduced 2.2%	32,096 $12.5 Million
Q2 2021 Aug 12, 2021	SELL	$364.37 - $420.89 $202,954 - $234,435	-557 Reduced 1.67%	32,818 $13.1 Million
Q1 2021 May 11, 2021	BUY	$324.34 - $379.06 $973 - $1,137	3 Added 0.01%	33,375 $12.4 Million
Q4 2020 Feb 11, 2021	SELL	$303.68 - $356.82 $351,054 - $412,483	-1,156 Reduced 3.35%	33,372 $11.7 Million
Q3 2020 Nov 12, 2020	SELL	$291.16 - $323.7 $77,739 - $86,427	-267 Reduced 0.77%	34,528 $10.8 Million
Q2 2020 Aug 10, 2020	SELL	$229.49 - $311.85 $243,947 - $331,496	-1,063 Reduced 2.96%	34,795 $10.3 Million
Q1 2020 May 07, 2020	SELL	$194.86 - $305.31 $191,157 - $299,509	-981 Reduced 2.66%	35,858 $8.94 Million
Q4 2019 Feb 10, 2020	SELL	$215.36 - $295.97 $91,958 - $126,379	-427 Reduced 1.15%	36,839 $10.8 Million
Q3 2019 Nov 12, 2019	SELL	$215.26 - $266.65 $45,419 - $56,263	-211 Reduced 0.56%	37,266 $8.1 Million
Q2 2019 Aug 12, 2019	SELL	$216.84 - $252.28 $21,033 - $24,471	-97 Reduced 0.26%	37,477 $9.15 Million
Q1 2019 May 10, 2019	SELL	$236.02 - $271.13 $6,608 - $7,591	-28 Reduced 0.07%	37,574 $9.29 Million
Q4 2018 Feb 11, 2019	BUY	$232.94 - $286.33 $74,074 - $91,052	318 Added 0.85%	37,602 $9.37 Million
Q3 2018 Nov 13, 2018	BUY	$246.98 - $269.65 $740 - $808	3 Added 0.01%	37,284 $9.92 Million
Q2 2018 Aug 09, 2018	SELL	$217.2 - $255.98 $20,851 - $24,574	-96 Reduced 0.26%	37,281 $9.15 Million
Q1 2018 May 08, 2018	BUY	$212.55 - $248.47 $81,831 - $95,660	385 Added 1.04%	37,377 $8 Million
Q4 2017 Feb 09, 2018	SELL	$192.52 - $228.17 $139,191 - $164,966	-723 Reduced 1.92%	36,992 $8.16 Million
Q3 2017 Nov 09, 2017	BUY	$190.82 - $199.75 $7.2 Million - $7.53 Million	37,715	37,715 $7.39 Million

Others Institutions Holding UNH

# of Institutions

3,842

Shares Held

770M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $487B
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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Mark Sheptoff Financial Planning, LLC Unitedhealth Group Inc Transaction History