A detailed history of Beverly Hills Private Wealth, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 9,240 shares of UNH stock, worth $4.62 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
9,240
Previous 9,215 0.27%
Holding current value
$4.62 Million
Previous $4.69 Billion 15.11%
% of portfolio
1.09%
Previous 1.02%

Shares

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

Nov 12, 2024

BUY
$488.01 - $604.18 $12,200 - $15,104
25 Added 0.27%
9,240 $5.4 Billion
Q2 2024

Aug 07, 2024

BUY
$439.2 - $524.63 $244,634 - $292,218
557 Added 6.43%
9,215 $4.69 Billion
Q1 2024

May 08, 2024

BUY
$472.6 - $545.42 $105,389 - $121,628
223 Added 2.64%
8,658 $4.28 Billion
Q4 2023

Jan 29, 2024

SELL
$509.47 - $552.97 $43,304 - $47,002
-85 Reduced 1.0%
8,435 $4.44 Billion
Q3 2023

Nov 08, 2023

SELL
$447.75 - $510.93 $3.19 Million - $3.64 Million
-7,130 Reduced 45.56%
8,520 $4.3 Billion
Q2 2023

Aug 09, 2023

BUY
$458.49 - $526.23 $3.15 Million - $3.62 Million
6,879 Added 78.43%
15,650 $7.87 Billion
Q1 2023

May 03, 2023

BUY
$460.33 - $518.33 $642,620 - $723,588
1,396 Added 18.93%
8,771 $4.15 Billion
Q4 2022

Feb 13, 2023

BUY
$498.86 - $555.15 $3.68 Million - $4.09 Million
7,375 New
7,375 $3.91 Billion

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $468B
  • 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

Track Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.