Shepherd Financial Partners LLC Unitedhealth Group Inc Transaction History

Shepherd Financial Partners LLC

$826 Million
Q3 2024

A detailed history of Shepherd Financial Partners LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 5,876 shares of UNH stock, worth $2.97 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

5,876

Previous 5,777 1.71%

Holding current value

$2.97 Million

Previous $2.94 Million 16.8%

% of portfolio

0.42%

Previous 0.38%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$488.01 - $604.18 $48,312 - $59,813	99 Added 1.71%	5,876 $3.44 Million
Q2 2024 Aug 07, 2024	SELL	$439.2 - $524.63 $32,061 - $38,297	-73 Reduced 1.25%	5,777 $2.94 Million
Q1 2024 Apr 22, 2024	BUY	$472.6 - $545.42 $53,876 - $62,177	114 Added 1.99%	5,850 $2.89 Million
Q4 2023 Feb 12, 2024	BUY	$509.47 - $552.97 $11,208 - $12,165	22 Added 0.39%	5,736 $3.02 Million
Q3 2023 Nov 08, 2023	BUY	$447.75 - $510.93 $138,354 - $157,877	309 Added 5.72%	5,714 $2.88 Million
Q2 2023 Aug 11, 2023	BUY	$458.49 - $526.23 $50,892 - $58,411	111 Added 2.1%	5,405 $2.6 Million
Q1 2023 May 01, 2023	SELL	$460.33 - $518.33 $595,206 - $670,200	-1,293 Reduced 19.63%	5,294 $2.5 Million
Q4 2022 Feb 14, 2023	BUY	$498.86 - $555.15 $37,414 - $41,636	75 Added 1.15%	6,587 $3.49 Million
Q3 2022 Nov 09, 2022	BUY	$501.24 - $549.95 $149,369 - $163,885	298 Added 4.8%	6,512 $3.29 Million
Q2 2022 Aug 15, 2022	BUY	$452.06 - $546.01 $128,385 - $155,066	284 Added 4.79%	6,214 $3.19 Million
Q1 2022 May 13, 2022	BUY	$455.89 - $520.82 $163,208 - $186,453	358 Added 6.42%	5,930 $3.02 Million
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $56,503 - $73,814	146 Added 2.69%	5,572 $2.81 Million
Q3 2021 Nov 15, 2021	BUY	$390.74 - $429.71 $1.23 Million - $1.35 Million	3,151 Added 138.51%	5,426 $2.12 Million
Q4 2020 Feb 16, 2021	BUY	$303.68 - $356.82 $106,288 - $124,887	350 Added 18.18%	2,275 $796,000
Q3 2020 Nov 16, 2020	SELL	$291.16 - $323.7 $18,925 - $21,040	-65 Reduced 3.27%	1,925 $600,000
Q2 2020 Aug 05, 2020	BUY	$229.49 - $311.85 $129,661 - $176,195	565 Added 39.65%	1,990 $587,000
Q1 2020 May 07, 2020	BUY	$194.86 - $305.31 $277,675 - $435,066	1,425 New	1,425 $355,000

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 $473B
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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Shepherd Financial Partners LLC Unitedhealth Group Inc Transaction History