A detailed history of Congress Wealth Management LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 30,635 shares of UNH stock, worth $15 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
30,635
Previous 56,500 45.78%
Holding current value
$15 Million
Previous $29.7 Million 49.05%
% of portfolio
0.27%
Previous 0.56%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

SELL
$472.6 - $545.42 $12.2 Million - $14.1 Million
-25,865 Reduced 45.78%
30,635 $15.2 Million
Q4 2023

Feb 09, 2024

BUY
$509.47 - $552.97 $1.01 Million - $1.1 Million
1,982 Added 3.64%
56,500 $29.7 Million
Q3 2023

Oct 30, 2023

BUY
$447.75 - $510.93 $185,816 - $212,035
415 Added 0.77%
54,518 $27.5 Million
Q2 2023

Jul 13, 2023

BUY
$458.49 - $526.23 $171,933 - $197,336
375 Added 0.7%
54,103 $26 Million
Q1 2023

Apr 14, 2023

BUY
$460.33 - $518.33 $461,710 - $519,884
1,003 Added 1.9%
53,728 $25.4 Million
Q4 2022

Feb 02, 2023

SELL
$498.86 - $555.15 $39,908 - $44,412
-80 Reduced 0.15%
52,725 $28 Million
Q3 2022

Nov 08, 2022

BUY
$501.24 - $549.95 $357,885 - $392,664
714 Added 1.37%
52,805 $26.7 Million
Q2 2022

Aug 11, 2022

SELL
$452.06 - $546.01 $1.27 Million - $1.53 Million
-2,802 Reduced 5.1%
52,091 $26.8 Million
Q1 2022

May 16, 2022

BUY
$455.89 - $520.82 $309,093 - $353,115
678 Added 1.25%
54,893 $28 Million
Q4 2021

Feb 04, 2022

BUY
$387.01 - $505.58 $21 Million - $27.4 Million
54,215 New
54,215 $27.2 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 $458B
  • 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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