A detailed history of Accurate Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 3,776 shares of UNH stock, worth $2.23 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
3,776
Previous 7,088 46.73%
Holding current value
$2.23 Million
Previous $3.61 Million 38.85%
% of portfolio
0.48%
Previous 0.85%

Shares

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

Oct 17, 2024

SELL
$488.01 - $604.18 $1.62 Million - $2 Million
-3,312 Reduced 46.73%
3,776 $2.21 Million
Q2 2024

Jul 17, 2024

BUY
$439.2 - $524.63 $3,952 - $4,721
9 Added 0.13%
7,088 $3.61 Million
Q1 2024

Apr 22, 2024

SELL
$472.6 - $545.42 $3,308 - $3,817
-7 Reduced 0.1%
7,079 $3.5 Million
Q4 2023

Jan 12, 2024

SELL
$509.47 - $552.97 $81,005 - $87,922
-159 Reduced 2.19%
7,086 $3.73 Million
Q3 2023

Oct 23, 2023

BUY
$447.75 - $510.93 $1.91 Million - $2.18 Million
4,259 Added 142.63%
7,245 $3.65 Million
Q2 2023

Jul 24, 2023

BUY
$458.49 - $526.23 $65,564 - $75,250
143 Added 5.03%
2,986 $1.44 Million
Q1 2023

Apr 13, 2023

SELL
$460.33 - $518.33 $1.05 Million - $1.18 Million
-2,282 Reduced 44.53%
2,843 $1.34 Million
Q4 2022

Jan 11, 2023

BUY
$498.86 - $555.15 $1.69 Million - $1.88 Million
3,386 Added 194.71%
5,125 $0
Q3 2022

Nov 14, 2022

BUY
$501.24 - $549.95 $283,701 - $311,271
566 Added 48.25%
1,739 $906,000
Q2 2022

Aug 04, 2022

SELL
$452.06 - $546.01 $4,520 - $5,460
-10 Reduced 0.85%
1,173 $603,000
Q1 2022

May 10, 2022

BUY
$455.89 - $520.82 $321,402 - $367,178
705 Added 147.49%
1,183 $603,000
Q4 2021

Feb 08, 2022

BUY
$387.01 - $505.58 $184,990 - $241,667
478 New
478 $236,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $553B
  • 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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