A detailed history of Wealth Plan Investment Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 941 shares of UNH stock, worth $570,123. This represents 0.06% of its overall portfolio holdings.

Number of Shares
941
Previous 711 32.35%
Holding current value
$570,123
Previous $362,000 51.93%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 05, 2024

BUY
$488.01 - $604.18 $112,242 - $138,961
230 Added 32.35%
941 $550,000
Q2 2024

Aug 09, 2024

SELL
$439.2 - $524.63 $43,920 - $52,463
-100 Reduced 12.33%
711 $362,000
Q4 2023

Jan 05, 2024

SELL
$509.47 - $552.97 $50,947 - $55,297
-100 Reduced 10.98%
811 $426,000
Q3 2023

Nov 15, 2023

BUY
$447.75 - $510.93 $106,564 - $121,601
238 Added 35.36%
911 $459,000
Q3 2023

Nov 09, 2023

BUY
$447.75 - $510.93 $24,626 - $28,101
55 Added 8.9%
673 $339,000
Q2 2023

Aug 14, 2023

BUY
$458.49 - $526.23 $248,043 - $284,690
541 Added 702.6%
618 $297,000
Q2 2023

Jul 25, 2023

SELL
$458.49 - $526.23 $382,380 - $438,875
-834 Reduced 91.55%
77 $37,000
Q1 2023

May 08, 2023

SELL
$460.33 - $518.33 $313,945 - $353,501
-682 Reduced 42.81%
911 $430,000
Q4 2022

Feb 15, 2023

BUY
$498.86 - $555.15 $29,931 - $33,309
60 Added 3.91%
1,593 $844,000
Q3 2022

Dec 12, 2022

BUY
$501.24 - $549.95 $13,533 - $14,848
27 Added 1.79%
1,533 $832,000
Q1 2022

Sep 07, 2022

BUY
$455.89 - $520.82 $686,570 - $784,354
1,506 New
1,506 $765,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $567B
  • 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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