A detailed history of Edge Wealth Management LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Edge Wealth Management LLC holds 767 shares of UNH stock, worth $442,612. This represents 0.08% of its overall portfolio holdings.

Number of Shares
767
Previous 777 1.29%
Holding current value
$442,612
Previous $384,000 1.56%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jul 12, 2024

SELL
$439.2 - $524.63 $4,392 - $5,246
-10 Reduced 1.29%
767 $390,000
Q1 2024

Apr 15, 2024

BUY
$472.6 - $545.42 $170,136 - $196,351
360 Added 86.33%
777 $384,000
Q3 2023

Oct 13, 2023

SELL
$447.75 - $510.93 $11,641 - $13,284
-26 Reduced 5.87%
417 $210,000
Q2 2023

Jul 13, 2023

BUY
$458.49 - $526.23 $4,584 - $5,262
10 Added 2.31%
443 $212,000
Q4 2022

Jan 25, 2023

BUY
$498.86 - $555.15 $216,006 - $240,379
433 New
433 $0
Q1 2022

Apr 14, 2022

SELL
$455.89 - $520.82 $42,853 - $48,957
-94 Closed
0 $0
Q3 2021

Oct 13, 2021

BUY
$390.74 - $429.71 $10,549 - $11,602
27 Added 40.3%
94 $37,000
Q1 2021

Apr 09, 2021

BUY
$324.34 - $379.06 $8,432 - $9,855
26 Added 63.41%
67 $25,000
Q3 2020

Oct 21, 2020

SELL
$291.16 - $323.7 $14,558 - $16,185
-50 Reduced 54.95%
41 $13,000
Q2 2020

Aug 03, 2020

BUY
$229.49 - $311.85 $458 - $623
2 Added 2.25%
91 $27,000
Q1 2020

Apr 20, 2020

BUY
$194.86 - $305.31 $8,573 - $13,433
44 Added 97.78%
89 $23,000
Q4 2019

Jan 29, 2020

BUY
$215.36 - $295.97 $9,691 - $13,318
45 New
45 $13,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $540B
  • 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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