A detailed history of Axxcess Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 30,817 shares of UNH stock, worth $18.2 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
30,817
Previous 28,974 6.36%
Holding current value
$18.2 Million
Previous $14.3 Million 9.49%
% of portfolio
0.44%
Previous 0.41%

Shares

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

Aug 09, 2024

BUY
$439.2 - $524.63 $809,445 - $966,893
1,843 Added 6.36%
30,817 $15.7 Million
Q1 2024

May 14, 2024

SELL
$472.6 - $545.42 $169,663 - $195,805
-359 Reduced 1.22%
28,974 $14.3 Million
Q4 2023

Feb 06, 2024

BUY
$509.47 - $552.97 $1.31 Million - $1.42 Million
2,573 Added 9.62%
29,333 $15.4 Million
Q3 2023

Nov 14, 2023

BUY
$447.75 - $510.93 $2.81 Million - $3.21 Million
6,274 Added 30.63%
26,760 $13.5 Million
Q2 2023

Aug 08, 2023

BUY
$458.49 - $526.23 $568,527 - $652,525
1,240 Added 6.44%
20,486 $9.85 Million
Q1 2023

May 03, 2023

SELL
$460.33 - $518.33 $157,893 - $177,787
-343 Reduced 1.75%
19,246 $9.1 Million
Q4 2022

Feb 14, 2023

SELL
$498.86 - $555.15 $377,138 - $419,693
-756 Reduced 3.72%
19,589 $10.4 Million
Q3 2022

Nov 14, 2022

BUY
$501.24 - $549.95 $664,644 - $729,233
1,326 Added 6.97%
20,345 $10.3 Million
Q2 2022

Aug 11, 2022

BUY
$452.06 - $546.01 $406,401 - $490,862
899 Added 4.96%
19,019 $9.77 Million
Q1 2022

Aug 11, 2022

BUY
$455.89 - $520.82 $590,377 - $674,461
1,295 Added 7.7%
18,120 $9.24 Million
Q4 2021

Aug 11, 2022

BUY
$387.01 - $505.58 $6.51 Million - $8.51 Million
16,825 New
16,825 $8.45 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 $551B
  • 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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