Elmwood Wealth Management, Inc. Unitedhealth Group Inc Transaction History

Elmwood Wealth Management, Inc.

$221 Million
Q1 2025

A detailed history of Elmwood Wealth Management, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 5,428 shares of UNH stock, worth $1.53 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

5,428

Previous 5,603 3.12%

Holding current value

$1.53 Million

Previous $2.83 Million 0.28%

% of portfolio

1.28%

Previous 1.24%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$461.52 - $548.18 $80,766 - $95,931	-175 Reduced 3.12%	5,428 $2.84 Million
Q4 2024 Jan 13, 2025	SELL	$485.52 - $625.25 $58,262 - $75,030	-120 Reduced 2.1%	5,603 $2.83 Million
Q3 2024 Oct 11, 2024	SELL	$488.01 - $604.18 $41,480 - $51,355	-85 Reduced 1.46%	5,723 $3.35 Million
Q2 2024 Aug 13, 2024	SELL	$439.2 - $524.63 $144,496 - $172,603	-329 Reduced 5.36%	5,808 $2.96 Million
Q1 2024 May 10, 2024	BUY	$472.6 - $545.42 $481,106 - $555,237	1,018 Added 19.89%	6,137 $3.04 Million
Q4 2023 Jan 30, 2024	SELL	$509.47 - $552.97 $622,062 - $675,176	-1,221 Reduced 19.26%	5,119 $2.69 Million
Q3 2023 Nov 15, 2023	SELL	$447.75 - $510.93 $4,477 - $5,109	-10 Reduced 0.16%	6,340 $3.2 Million
Q2 2023 Aug 10, 2023	SELL	$458.49 - $526.23 $80,235 - $92,090	-175 Reduced 2.68%	6,350 $3.05 Million
Q1 2023 Apr 28, 2023	SELL	$460.33 - $518.33 $7,365 - $8,293	-16 Reduced 0.24%	6,525 $3.08 Million
Q4 2022 Jan 25, 2023	SELL	$498.86 - $555.15 $19,954 - $22,206	-40 Reduced 0.61%	6,541 $0
Q3 2022 Nov 14, 2022	BUY	$501.24 - $549.95 $52,630 - $57,744	105 Added 1.62%	6,581 $3.32 Million
Q2 2022 Jul 12, 2022	SELL	$452.06 - $546.01 $13,561 - $16,380	-30 Reduced 0.46%	6,476 $3.33 Million
Q1 2022 May 16, 2022	BUY	$455.89 - $520.82 $50,147 - $57,290	110 Added 1.72%	6,506 $3.32 Million
Q4 2021 Feb 08, 2022	SELL	$387.01 - $505.58 $19,350 - $25,279	-50 Reduced 0.78%	6,396 $3.21 Million
Q1 2021 May 13, 2021	BUY	$324.34 - $379.06 $75,571 - $88,320	233 Added 3.75%	6,446 $2.4 Million
Q2 2020 Aug 13, 2020	SELL	$229.49 - $311.85 $514,975 - $699,791	-2,244 Reduced 26.53%	6,213 $1.83 Million
Q1 2020 May 12, 2020	BUY	$194.86 - $305.31 $221,555 - $347,137	1,137 Added 15.53%	8,457 $2.11 Million
Q4 2019 Feb 05, 2020	BUY	$215.36 - $295.97 $9,691 - $13,318	45 Added 0.62%	7,320 $2.15 Million
Q2 2019 Aug 07, 2019	SELL	$216.84 - $252.28 $13,010 - $15,136	-60 Reduced 0.82%	7,275 $1.78 Million
Q1 2019 May 22, 2019	SELL	$236.02 - $271.13 $143,972 - $165,389	-610 Reduced 7.68%	7,335 $1.81 Million
Q4 2018 Feb 14, 2019	SELL	$232.94 - $286.33 $32,145 - $39,513	-138 Reduced 1.71%	7,945 $1.98 Million
Q3 2018 Oct 11, 2018	SELL	$246.98 - $269.65 $20,746 - $22,650	-84 Reduced 1.03%	8,083 $2.15 Billion
Q2 2018 Aug 22, 2018	SELL	$217.2 - $255.98 $62,988 - $74,234	-290 Reduced 3.43%	8,167 $2 Billion
Q1 2018 May 10, 2018	BUY	$212.55 - $248.47 $1.8 Million - $2.1 Million	8,457 New	8,457 $1.81 Billion

Others Institutions Holding UNH

# of Institutions

3,882

Shares Held

784M

Call Options Held

9.49M

Put Options Held

8.17M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $263B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Elmwood Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Elmwood Wealth Management, Inc. with notifications on news.

Account

Elmwood Wealth Management, Inc. Unitedhealth Group Inc Transaction History