Montecito Bank & Trust Unitedhealth Group Inc Transaction History

Montecito Bank & Trust

$583 Million
Q3 2024

A detailed history of Montecito Bank & Trust transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Montecito Bank & Trust holds 3,041 shares of UNH stock, worth $1.55 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

3,041

Previous 2,325 30.8%

Holding current value

$1.55 Million

Previous $1.18 Million 50.17%

% of portfolio

0.3%

Previous 0.24%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$488.01 - $604.18 $349,415 - $432,592	716 Added 30.8%	3,041 $1.78 Million
Q2 2024 Jul 17, 2024	SELL	$439.2 - $524.63 $10,101 - $12,066	-23 Reduced 0.98%	2,325 $1.18 Million
Q1 2024 Apr 09, 2024	BUY	$472.6 - $545.42 $130,910 - $151,081	277 Added 13.38%	2,348 $1.16 Million
Q4 2023 Jan 05, 2024	SELL	$509.47 - $552.97 $38,210 - $41,472	-75 Reduced 3.49%	2,071 $1.09 Million
Q3 2023 Oct 16, 2023	SELL	$447.75 - $510.93 $20,148 - $22,991	-45 Reduced 2.05%	2,146 $1.08 Million
Q2 2023 Jul 25, 2023	BUY	$458.49 - $526.23 $4,584 - $5,262	10 Added 0.46%	2,191 $1.05 Million
Q1 2023 Apr 24, 2023	BUY	$460.33 - $518.33 $72,732 - $81,896	158 Added 7.81%	2,181 $1.03 Million
Q4 2022 Jan 20, 2023	SELL	$498.86 - $555.15 $7,482 - $8,327	-15 Reduced 0.74%	2,023 $1.07 Million
Q3 2022 Oct 14, 2022	SELL	$501.24 - $549.95 $72,679 - $79,742	-145 Reduced 6.64%	2,038 $1.03 Million
Q2 2022 Aug 01, 2022	SELL	$452.06 - $546.01 $904 - $1,092	-2 Reduced 0.09%	2,183 $1.12 Million
Q1 2022 Apr 22, 2022	SELL	$455.89 - $520.82 $13,220 - $15,103	-29 Reduced 1.31%	2,185 $1.12 Million
Q4 2021 Jan 25, 2022	BUY	$387.01 - $505.58 $83,207 - $108,699	215 Added 10.76%	2,214 $1.11 Million
Q3 2021 Oct 28, 2021	BUY	$390.74 - $429.71 $50,014 - $55,002	128 Added 6.84%	1,999 $781,000
Q2 2021 Jul 08, 2021	BUY	$364.37 - $420.89 $51,740 - $59,766	142 Added 8.21%	1,871 $749,000
Q1 2021 Apr 26, 2021	BUY	$324.34 - $379.06 $54,813 - $64,061	169 Added 10.83%	1,729 $644,000
Q4 2020 Jan 28, 2021	BUY	$303.68 - $356.82 $17,006 - $19,981	56 Added 3.72%	1,560 $547,000
Q3 2020 Oct 27, 2020	BUY	$291.16 - $323.7 $16,013 - $17,803	55 Added 3.8%	1,504 $469,000
Q1 2020 Apr 23, 2020	BUY	$194.86 - $305.31 $17,732 - $27,783	91 Added 6.7%	1,449 $361,000
Q3 2019 Oct 18, 2019	BUY	$215.26 - $266.65 $31,212 - $38,664	145 Added 11.95%	1,358 $295,000
Q2 2019 Jul 05, 2019	SELL	$216.84 - $252.28 $43,368 - $50,456	-200 Reduced 14.15%	1,213 $296,000
Q3 2018 Oct 11, 2018	BUY	$246.98 - $269.65 $94,346 - $103,006	382 Added 37.05%	1,413 $376,000
Q3 2017 Oct 23, 2017	BUY	$190.82 - $199.75 $196,735 - $205,942	1,031	1,031 $202,000

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

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $478B
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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Montecito Bank & Trust Unitedhealth Group Inc Transaction History