9258 Wealth Management, LLC Unitedhealth Group Inc Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

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 4,120 shares of UNH stock, worth $2.11 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

4,120

Previous 4,188 1.62%

Holding current value

$2.11 Million

Previous $2.13 Million 12.95%

% of portfolio

0.36%

Previous 0.33%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$488.01 - $604.18 $33,184 - $41,084	-68 Reduced 1.62%	4,120 $2.41 Million
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

# of Institutions

4,051

Shares Held

787M

Call Options Held

9.06M

Put Options Held

9.06M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $478B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.

Account

9258 Wealth Management, LLC Unitedhealth Group Inc Transaction History