A detailed history of 9258 Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 4,188 shares of UNH stock, worth $2.5 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
4,188
Previous 4,265 1.81%
Holding current value
$2.5 Million
Previous $2.11 Million 1.09%
% of portfolio
0.33%
Previous 0.33%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$439.2 - $524.63 $33,818 - $40,396
-77 Reduced 1.81%
4,188 $2.13 Million
Q1 2024

May 03, 2024

SELL
$472.6 - $545.42 $3,780 - $4,363
-8 Reduced 0.19%
4,265 $2.11 Million
Q4 2023

Feb 06, 2024

BUY
$509.47 - $552.97 $147,746 - $160,361
290 Added 7.28%
4,273 $2.25 Million
Q3 2023

Nov 08, 2023

BUY
$447.75 - $510.93 $32,238 - $36,786
72 Added 1.84%
3,983 $2.01 Million
Q2 2023

Aug 08, 2023

BUY
$458.49 - $526.23 $114,164 - $131,031
249 Added 6.8%
3,911 $1.88 Million
Q1 2023

May 03, 2023

SELL
$460.33 - $518.33 $65,366 - $73,602
-142 Reduced 3.73%
3,662 $1.73 Million
Q4 2022

Feb 03, 2023

BUY
$498.86 - $555.15 $365,664 - $406,924
733 Added 23.87%
3,804 $2.02 Million
Q3 2022

Nov 08, 2022

SELL
$501.24 - $549.95 $101,751 - $111,639
-203 Reduced 6.2%
3,071 $1.55 Million
Q2 2022

Aug 04, 2022

BUY
$452.06 - $546.01 $80,918 - $97,735
179 Added 5.78%
3,274 $1.68 Million
Q1 2022

May 13, 2022

SELL
$455.89 - $520.82 $142,237 - $162,495
-312 Reduced 9.16%
3,095 $1.58 Million
Q4 2021

Feb 11, 2022

BUY
$387.01 - $505.58 $178,411 - $233,072
461 Added 15.65%
3,407 $1.71 Million
Q3 2021

Nov 12, 2021

BUY
$390.74 - $429.71 $69,551 - $76,488
178 Added 6.43%
2,946 $1.15 Million
Q2 2021

Aug 13, 2021

SELL
$364.37 - $420.89 $5,101 - $5,892
-14 Reduced 0.5%
2,768 $1.11 Million
Q1 2021

May 11, 2021

SELL
$324.34 - $379.06 $52,218 - $61,028
-161 Reduced 5.47%
2,782 $1.04 Million
Q4 2020

Feb 10, 2021

SELL
$303.68 - $356.82 $5,466 - $6,422
-18 Reduced 0.61%
2,943 $1.03 Million
Q3 2020

Nov 13, 2020

BUY
$291.16 - $323.7 $3,493 - $3,884
12 Added 0.41%
2,961 $904,000
Q2 2020

Aug 13, 2020

BUY
$229.49 - $311.85 $11,703 - $15,904
51 Added 1.76%
2,949 $870,000
Q1 2020

May 05, 2020

SELL
$194.86 - $305.31 $93,337 - $146,243
-479 Reduced 14.18%
2,898 $852,000
Q4 2019

Feb 06, 2020

BUY
$215.36 - $295.97 $14,859 - $20,421
69 Added 2.09%
3,377 $993,000
Q3 2019

Nov 07, 2019

BUY
$215.26 - $266.65 $85,242 - $105,593
396 Added 13.6%
3,308 $719,000
Q2 2019

Aug 07, 2019

BUY
$216.84 - $252.28 $40,549 - $47,176
187 Added 6.86%
2,912 $710,000
Q1 2019

May 07, 2019

BUY
$236.02 - $271.13 $55,464 - $63,715
235 Added 9.44%
2,725 $674,000
Q4 2018

Feb 12, 2019

BUY
$232.94 - $286.33 $580,020 - $712,961
2,490 New
2,490 $620,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $558B
  • 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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