Nelson Capital Management, LLC Unitedhealth Group Inc Transaction History

Nelson Capital Management, LLC

$587 Million
Q3 2024

A detailed history of Nelson Capital Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Nelson Capital Management, LLC holds 9,596 shares of UNH stock, worth $5.21 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

9,596

Previous 9,849 2.57%

Holding current value

$5.21 Million

Previous $5.02 Million 11.86%

% of portfolio

0.96%

Previous 0.9%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$488.01 - $604.18 $123,466 - $152,857	-253 Reduced 2.57%	9,596 $5.61 Million
Q2 2024 Aug 07, 2024	SELL	$439.2 - $524.63 $1.32 Million - $1.57 Million	-2,995 Reduced 23.32%	9,849 $5.02 Million
Q1 2024 May 06, 2024	BUY	$472.6 - $545.42 $182,896 - $211,077	387 Added 3.11%	12,844 $6.35 Million
Q4 2023 Jan 26, 2024	SELL	$509.47 - $552.97 $139,085 - $150,960	-273 Reduced 2.14%	12,457 $6.56 Million
Q3 2023 Nov 14, 2023	BUY	$447.75 - $510.93 $21,044 - $24,013	47 Added 0.37%	12,730 $6.42 Million
Q2 2023 Aug 10, 2023	SELL	$458.49 - $526.23 $71,065 - $81,565	-155 Reduced 1.21%	12,683 $6.1 Million
Q1 2023 May 09, 2023	SELL	$460.33 - $518.33 $15,190 - $17,104	-33 Reduced 0.26%	12,838 $6.07 Million
Q4 2022 Feb 02, 2023	BUY	$498.86 - $555.15 $1.8 Million - $2.01 Million	3,617 Added 39.09%	12,871 $6.82 Million
Q3 2022 Nov 02, 2022	SELL	$501.24 - $549.95 $33,081 - $36,296	-66 Reduced 0.71%	9,254 $4.67 Million
Q2 2022 Jul 27, 2022	BUY	$452.06 - $546.01 $4.21 Million - $5.09 Million	9,320 New	9,320 $4.79 Million
Q1 2020 May 12, 2020	SELL	$194.86 - $305.31 $7.13 Million - $11.2 Million	-36,603 Closed	0 $0
Q4 2019 Feb 10, 2020	SELL	$215.36 - $295.97 $78,391 - $107,733	-364 Reduced 0.98%	36,603 $10.8 Million
Q3 2019 Nov 08, 2019	SELL	$215.26 - $266.65 $23,678 - $29,331	-110 Reduced 0.3%	36,967 $8.03 Million
Q2 2019 Jul 25, 2019	SELL	$216.84 - $252.28 $1,951 - $2,270	-9 Reduced 0.02%	37,077 $9.05 Million
Q1 2019 May 09, 2019	SELL	$236.02 - $271.13 $159,313 - $183,012	-675 Reduced 1.79%	37,086 $9.17 Million
Q4 2018 Jan 30, 2019	SELL	$232.94 - $286.33 $3.04 Million - $3.73 Million	-13,040 Reduced 25.67%	37,761 $9.41 Million
Q3 2018 Oct 09, 2018	BUY	$246.98 - $269.65 $401,589 - $438,450	1,626 Added 3.31%	50,801 $13.5 Million
Q2 2018 Jul 17, 2018	BUY	$217.2 - $255.98 $193,308 - $227,822	890 Added 1.84%	49,175 $12.1 Million
Q1 2018 Apr 20, 2018	SELL	$212.55 - $248.47 $54,412 - $63,608	-256 Reduced 0.53%	48,285 $10.3 Million
Q4 2017 Jan 26, 2018	SELL	$192.52 - $228.17 $113,009 - $133,935	-587 Reduced 1.19%	48,541 $10.7 Million
Q3 2017 Nov 02, 2017	SELL	$190.82 - $199.75 $45,796 - $47,940	-240 Reduced 0.49%	49,128 $9.62 Million
Q2 2017 Aug 11, 2017	BUY	N/A	49,368	49,368 $9.15 Million

Others Institutions Holding UNH

# of Institutions

3,843

Shares Held

770M

Call Options Held

6.76M

Put Options Held

7.02M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $507B
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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Nelson Capital Management, LLC Unitedhealth Group Inc Transaction History