A detailed history of Dougherty Wealth Advisers LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 510 shares of UNH stock, worth $258,111. This represents 0.24% of its overall portfolio holdings.

Number of Shares
510
Previous 538 5.2%
Holding current value
$258,111
Previous $273,000 9.16%
% of portfolio
0.24%
Previous 0.24%

Shares

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

Oct 30, 2024

SELL
$488.01 - $604.18 $13,664 - $16,917
-28 Reduced 5.2%
510 $298,000
Q2 2024

Jul 11, 2024

BUY
$439.2 - $524.63 $8,784 - $10,492
20 Added 3.86%
538 $273,000
Q2 2023

Aug 03, 2023

SELL
$458.49 - $526.23 $24,299 - $27,890
-53 Reduced 9.28%
518 $248,000
Q3 2019

Nov 12, 2019

SELL
$215.26 - $266.65 $75,341 - $93,327
-350 Reduced 38.0%
571 $124,000
Q2 2019

Aug 07, 2019

BUY
$216.84 - $252.28 $75,894 - $88,298
350 Added 61.3%
921 $225,000
Q4 2018

Feb 11, 2019

BUY
$232.94 - $286.33 $133,008 - $163,494
571 New
571 $154,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $473B
  • 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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