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 629 shares of UNH stock, worth $381,670. This represents 0.27% of its overall portfolio holdings.

Number of Shares
629
Previous 637 1.26%
Holding current value
$381,670
Previous $324,000 13.27%
% of portfolio
0.27%
Previous 0.26%

Shares

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

Nov 06, 2024

SELL
$488.01 - $604.18 $3,904 - $4,833
-8 Reduced 1.26%
629 $367,000
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 $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 Endowment Wealth Management, Inc. Portfolio

Follow Endowment Wealth Management, Inc. 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 Endowment Wealth Management, Inc., based on Form 13F filings with the SEC.

News

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