A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 6,783 shares of UNH stock, worth $4.12 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,783
Previous 5,593 21.28%
Holding current value
$4.12 Million
Previous $2.85 Million 39.22%
% of portfolio
0.11%
Previous 0.08%

Shares

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

Oct 31, 2024

BUY
$488.01 - $604.18 $580,731 - $718,974
1,190 Added 21.28%
6,783 $3.97 Million
Q2 2024

Aug 09, 2024

BUY
$439.2 - $524.63 $95,306 - $113,844
217 Added 4.04%
5,593 $2.85 Million
Q1 2024

May 06, 2024

BUY
$472.6 - $545.42 $209,361 - $241,621
443 Added 8.98%
5,376 $2.66 Million
Q4 2023

Feb 06, 2024

BUY
$509.47 - $552.97 $391,272 - $424,680
768 Added 18.44%
4,933 $2.6 Million
Q3 2023

Nov 02, 2023

BUY
$447.75 - $510.93 $188,502 - $215,101
421 Added 11.24%
4,165 $2.1 Million
Q2 2023

Aug 11, 2023

SELL
$458.49 - $526.23 $145,799 - $167,341
-318 Reduced 7.83%
3,744 $1.8 Million
Q1 2023

May 09, 2023

BUY
$460.33 - $518.33 $134,876 - $151,870
293 Added 7.77%
4,062 $1.92 Million
Q4 2022

Feb 07, 2023

BUY
$498.86 - $555.15 $174,102 - $193,747
349 Added 10.2%
3,769 $2 Million
Q3 2022

Nov 02, 2022

BUY
$501.24 - $549.95 $46,615 - $51,145
93 Added 2.8%
3,420 $1.73 Million
Q2 2022

Aug 02, 2022

SELL
$452.06 - $546.01 $207,043 - $250,072
-458 Reduced 12.1%
3,327 $1.71 Million
Q1 2022

May 13, 2022

BUY
$455.89 - $520.82 $68,839 - $78,643
151 Added 4.16%
3,785 $1.93 Million
Q4 2021

Feb 14, 2022

BUY
$387.01 - $505.58 $279,808 - $365,534
723 Added 24.84%
3,634 $1.83 Million
Q3 2021

Nov 02, 2021

BUY
$390.74 - $429.71 $70,333 - $77,347
180 Added 6.59%
2,911 $1.14 Million
Q2 2021

Aug 12, 2021

BUY
$364.37 - $420.89 $143,197 - $165,409
393 Added 16.81%
2,731 $1.09 Million
Q1 2021

May 17, 2021

BUY
$324.34 - $379.06 $34,704 - $40,559
107 Added 4.8%
2,338 $870,000
Q4 2020

Feb 12, 2021

BUY
$303.68 - $356.82 $77,134 - $90,632
254 Added 12.85%
2,231 $782,000
Q3 2020

Nov 12, 2020

SELL
$291.16 - $323.7 $4,367 - $4,855
-15 Reduced 0.75%
1,977 $616,000
Q2 2020

Aug 12, 2020

BUY
$229.49 - $311.85 $181,526 - $246,673
791 Added 65.86%
1,992 $587,000
Q1 2020

May 11, 2020

BUY
$194.86 - $305.31 $26,695 - $41,827
137 Added 12.88%
1,201 $300,000
Q4 2019

Feb 13, 2020

SELL
$215.36 - $295.97 $30,150 - $41,435
-140 Reduced 11.63%
1,064 $313,000
Q3 2019

Nov 13, 2019

SELL
$215.26 - $266.65 $18,512 - $22,931
-86 Reduced 6.67%
1,204 $262,000
Q2 2019

Aug 12, 2019

BUY
$216.84 - $252.28 $47,271 - $54,997
218 Added 20.34%
1,290 $315,000
Q1 2019

May 13, 2019

BUY
$236.02 - $271.13 $48,856 - $56,123
207 Added 23.93%
1,072 $265,000
Q4 2018

Feb 13, 2019

SELL
$232.94 - $286.33 $459,124 - $564,356
-1,971 Reduced 69.5%
865 $215,000
Q3 2018

Nov 13, 2018

BUY
$246.98 - $269.65 $266,491 - $290,952
1,079 Added 61.41%
2,836 $755,000
Q2 2018

Aug 13, 2018

BUY
$217.2 - $255.98 $78,626 - $92,664
362 Added 25.95%
1,757 $431,000
Q1 2018

May 14, 2018

BUY
$212.55 - $248.47 $47,823 - $55,905
225 Added 19.23%
1,395 $299,000
Q1 2018

May 14, 2018

BUY
$212.55 - $248.47 $10,627 - $12,423
50 Added 4.46%
1,170 $299,000
Q4 2017

Feb 12, 2018

BUY
$192.52 - $228.17 $9,433 - $11,180
49 Added 4.58%
1,120 $247,000
Q3 2017

Nov 13, 2017

BUY
$190.82 - $199.75 $204,368 - $213,932
1,071
1,071 $210,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $568B
  • 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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management 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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.