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 538 shares of UNH stock, worth $321,121. This represents 0.24% of its overall portfolio holdings.

Number of Shares
538
Previous 518 3.86%
Holding current value
$321,121
Previous $256,000 6.64%
% of portfolio
0.24%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $558B
  • 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 Dougherty Wealth Advisers LLC Portfolio

Follow Dougherty Wealth Advisers 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 Dougherty Wealth Advisers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dougherty Wealth Advisers LLC with notifications on news.