A detailed history of Aspen Wealth Strategies, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 1,750 shares of UNH stock, worth $976,097. This represents 0.66% of its overall portfolio holdings.

Number of Shares
1,750
Previous 1,876 6.72%
Holding current value
$976,097
Previous $1.08 Billion 4.86%
% of portfolio
0.66%
Previous 0.75%

Shares

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

Oct 28, 2024

SELL
$488.01 - $604.18 $61,489 - $76,126
-126 Reduced 6.72%
1,750 $1.02 Billion
Q2 2024

Jul 19, 2024

SELL
$439.2 - $524.63 $31,622 - $37,773
-72 Reduced 3.7%
1,876 $1.08 Billion
Q1 2024

May 13, 2024

BUY
$472.6 - $545.42 $53,403 - $61,632
113 Added 6.16%
1,948 $964 Million
Q4 2023

Jan 30, 2024

SELL
$509.47 - $552.97 $3,566 - $3,870
-7 Reduced 0.38%
1,835 $966 Million
Q3 2023

Nov 01, 2023

BUY
$447.75 - $510.93 $5,373 - $6,131
12 Added 0.66%
1,842 $929 Million
Q2 2023

Aug 02, 2023

BUY
$458.49 - $526.23 $17,881 - $20,522
39 Added 2.18%
1,830 $879 Million
Q1 2023

May 11, 2023

BUY
$460.33 - $518.33 $824,451 - $928,329
1,791 New
1,791 $846 Million
Q4 2022

May 15, 2023

BUY
$498.86 - $555.15 $997 - $1,110
2 Added 0.11%
1,793 $950 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 $522B
  • 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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