A detailed history of Endowment Wealth Management, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 637 shares of UNH stock, worth $370,638. This represents 0.26% of its overall portfolio holdings.

Number of Shares
637
Previous 625 1.92%
Holding current value
$370,638
Previous $309,000 4.85%
% of portfolio
0.26%
Previous 0.26%

Shares

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

Aug 01, 2024

BUY
$439.2 - $524.63 $5,270 - $6,295
12 Added 1.92%
637 $324,000
Q1 2024

May 08, 2024

SELL
$472.6 - $545.42 $1,417 - $1,636
-3 Reduced 0.48%
625 $309,000
Q4 2023

Feb 07, 2024

SELL
$509.47 - $552.97 $5,604 - $6,082
-11 Reduced 1.72%
628 $330,000
Q3 2023

Oct 30, 2023

BUY
$447.75 - $510.93 $11,193 - $12,773
25 Added 4.07%
639 $322,000
Q2 2023

Aug 10, 2023

BUY
$458.49 - $526.23 $14,213 - $16,313
31 Added 5.32%
614 $295,000
Q1 2023

May 10, 2023

SELL
$460.33 - $518.33 $460 - $518
-1 Reduced 0.17%
583 $275,000
Q4 2022

Feb 13, 2023

SELL
$498.86 - $555.15 $13,968 - $15,544
-28 Reduced 4.58%
584 $309,000
Q3 2022

Nov 10, 2022

SELL
$501.24 - $549.95 $2,004 - $2,199
-4 Reduced 0.65%
612 $309,000
Q2 2022

Aug 15, 2022

BUY
$452.06 - $546.01 $8,589 - $10,374
19 Added 3.18%
616 $316,000
Q1 2022

May 04, 2022

BUY
$455.89 - $520.82 $9,573 - $10,937
21 Added 3.65%
597 $305,000
Q4 2021

Feb 11, 2022

BUY
$387.01 - $505.58 $222,917 - $291,214
576 New
576 $289,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $544B
  • 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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