A detailed history of Defined Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Defined Wealth Management, LLC holds 3,332 shares of UNH stock, worth $1.97 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
3,332
Previous 3,317 0.45%
Holding current value
$1.97 Million
Previous $1.64 Million 3.41%
% of portfolio
1.21%
Previous 1.21%

Shares

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

Aug 05, 2024

BUY
$439.2 - $524.63 $6,588 - $7,869
15 Added 0.45%
3,332 $1.7 Million
Q1 2024

Apr 15, 2024

SELL
$472.6 - $545.42 $46,787 - $53,996
-99 Reduced 2.9%
3,317 $1.64 Million
Q4 2023

Jan 09, 2024

BUY
$509.47 - $552.97 $5,094 - $5,529
10 Added 0.29%
3,416 $1.8 Million
Q3 2023

Oct 24, 2023

BUY
$447.75 - $510.93 $12,537 - $14,306
28 Added 0.83%
3,406 $1.72 Million
Q2 2023

Jul 28, 2023

BUY
$458.49 - $526.23 $1,833 - $2,104
4 Added 0.12%
3,378 $1.62 Million
Q3 2021

Oct 21, 2021

BUY
$390.74 - $429.71 $43,762 - $48,127
112 Added 3.43%
3,374 $1.32 Million
Q4 2020

Mar 09, 2021

BUY
$303.68 - $356.82 $990,604 - $1.16 Million
3,262 New
3,262 $1.14 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 $554B
  • 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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