A detailed history of Evergreen Wealth Solutions, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 915 shares of UNH stock, worth $540,646. This represents 0.36% of its overall portfolio holdings.

Number of Shares
915
Previous 1,273 28.12%
Holding current value
$540,646
Previous $648,000 17.59%
% of portfolio
0.36%
Previous 0.46%

Shares

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

Nov 14, 2024

SELL
$488.01 - $604.18 $174,707 - $216,296
-358 Reduced 28.12%
915 $534,000
Q2 2024

Aug 14, 2024

SELL
$439.2 - $524.63 $61,927 - $73,972
-141 Reduced 9.97%
1,273 $648,000
Q1 2024

May 15, 2024

SELL
$472.6 - $545.42 $152,177 - $175,625
-322 Reduced 18.55%
1,414 $699,000
Q4 2023

Feb 07, 2024

SELL
$509.47 - $552.97 $115,649 - $125,524
-227 Reduced 11.56%
1,736 $913,000
Q3 2023

Nov 13, 2023

SELL
$447.75 - $510.93 $76,117 - $86,858
-170 Reduced 7.97%
1,963 $989,000
Q2 2023

Aug 11, 2023

SELL
$458.49 - $526.23 $20,173 - $23,154
-44 Reduced 2.02%
2,133 $1.03 Million
Q1 2023

May 12, 2023

SELL
$460.33 - $518.33 $9,666 - $10,884
-21 Reduced 0.96%
2,177 $1.03 Million
Q4 2022

Feb 14, 2023

BUY
$498.86 - $555.15 $51,881 - $57,735
104 Added 4.97%
2,198 $1.17 Million
Q3 2022

Nov 14, 2022

BUY
$501.24 - $549.95 $22,555 - $24,747
45 Added 2.2%
2,094 $1.06 Million
Q2 2022

Aug 15, 2022

SELL
$452.06 - $546.01 $18,534 - $22,386
-41 Reduced 1.96%
2,049 $1.05 Million
Q1 2022

Apr 22, 2022

SELL
$455.89 - $520.82 $50,603 - $57,811
-111 Reduced 5.04%
2,090 $1.07 Million
Q4 2021

Jan 19, 2022

BUY
$387.01 - $505.58 $851,809 - $1.11 Million
2,201 New
2,201 $1.11 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $553B
  • 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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