A detailed history of Trinity Point Wealth, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 4,775 shares of UNH stock, worth $2.42 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
4,775
Previous 4,845 1.44%
Holding current value
$2.42 Million
Previous $2.47 Million 13.13%
% of portfolio
0.41%
Previous 0.39%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$488.01 - $604.18 $34,160 - $42,292
-70 Reduced 1.44%
4,775 $2.79 Million
Q2 2024

Jul 30, 2024

SELL
$439.2 - $524.63 $2.02 Million - $2.42 Million
-4,608 Reduced 48.75%
4,845 $2.47 Million
Q1 2024

May 08, 2024

SELL
$472.6 - $545.42 $2.51 Million - $2.9 Million
-5,321 Reduced 36.02%
9,453 $4.68 Million
Q4 2023

Feb 08, 2024

BUY
$509.47 - $552.97 $3.82 Million - $4.14 Million
7,489 Added 102.8%
14,774 $7.78 Million
Q3 2023

Nov 08, 2023

BUY
$447.75 - $510.93 $489,390 - $558,446
1,093 Added 17.65%
7,285 $3.67 Million
Q2 2023

Aug 07, 2023

SELL
$458.49 - $526.23 $80,235 - $92,090
-175 Reduced 2.75%
6,192 $2.98 Million
Q1 2023

May 04, 2023

BUY
$460.33 - $518.33 $200,243 - $225,473
435 Added 7.33%
6,367 $3.01 Million
Q4 2022

Feb 07, 2023

SELL
$498.86 - $555.15 $64,352 - $71,614
-129 Reduced 2.13%
5,932 $3.15 Million
Q3 2022

Nov 09, 2022

SELL
$501.24 - $549.95 $63,156 - $69,293
-126 Reduced 2.04%
6,061 $3.06 Million
Q2 2022

Aug 05, 2022

SELL
$452.06 - $546.01 $249,989 - $301,943
-553 Reduced 8.2%
6,187 $3.18 Million
Q1 2022

May 13, 2022

SELL
$455.89 - $520.82 $442,213 - $505,195
-970 Reduced 12.58%
6,740 $3.44 Million
Q4 2021

Feb 11, 2022

SELL
$387.01 - $505.58 $1,548 - $2,022
-4 Reduced 0.05%
7,710 $3.87 Million
Q3 2021

Nov 12, 2021

SELL
$390.74 - $429.71 $21,099 - $23,204
-54 Reduced 0.7%
7,714 $3.01 Million
Q2 2021

Aug 13, 2021

SELL
$364.37 - $420.89 $172,347 - $199,080
-473 Reduced 5.74%
7,768 $3.11 Million
Q1 2021

May 11, 2021

BUY
$324.34 - $379.06 $155,683 - $181,948
480 Added 6.18%
8,241 $3.07 Million
Q4 2020

Feb 10, 2021

SELL
$303.68 - $356.82 $7,895 - $9,277
-26 Reduced 0.33%
7,761 $2.66 Million
Q3 2020

Nov 13, 2020

BUY
$291.16 - $323.7 $30,571 - $33,988
105 Added 1.37%
7,787 $2.43 Million
Q2 2020

Aug 13, 2020

SELL
$229.49 - $311.85 $20,195 - $27,442
-88 Reduced 1.13%
7,682 $2.27 Million
Q1 2020

May 05, 2020

BUY
$194.86 - $305.31 $450,321 - $705,571
2,311 Added 42.33%
7,770 $1.94 Million
Q4 2019

Feb 06, 2020

BUY
$215.36 - $295.97 $21,320 - $29,301
99 Added 1.85%
5,459 $1.61 Million
Q3 2019

Nov 07, 2019

BUY
$215.26 - $266.65 $30,136 - $37,331
140 Added 2.68%
5,360 $1.35 Million
Q2 2019

Aug 06, 2019

BUY
$216.84 - $252.28 $53,559 - $62,313
247 Added 4.97%
5,220 $1.31 Million
Q1 2019

May 07, 2019

BUY
$236.02 - $271.13 $194,952 - $223,953
826 Added 19.92%
4,973 $1.23 Million
Q4 2018

Feb 11, 2019

BUY
$232.94 - $286.33 $966,002 - $1.19 Million
4,147 New
4,147 $1.03 Million

Others Institutions Holding UNH

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...
More about UNH
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