A detailed history of Executive Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Executive Wealth Management, LLC holds 1,088 shares of UNH stock, worth $642,866. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,088
Previous 1,088 -0.0%
Holding current value
$642,866
Previous $636,000 -0.0%
% of portfolio
0.05%
Previous 0.09%

Shares

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

Nov 01, 2024

BUY
$488.01 - $604.18 $32,696 - $40,480
67 Added 6.56%
1,088 $636,000
Q2 2024

Aug 08, 2024

SELL
$439.2 - $524.63 $8.58 Million - $10.3 Million
-19,543 Reduced 95.04%
1,021 $519,000
Q1 2024

May 13, 2024

BUY
$472.6 - $545.42 $410,216 - $473,424
868 Added 4.41%
20,564 $10.2 Million
Q4 2023

Jan 26, 2024

BUY
$509.47 - $552.97 $107,498 - $116,676
211 Added 1.08%
19,696 $10.4 Million
Q3 2023

Nov 07, 2023

BUY
$447.75 - $510.93 $444,168 - $506,842
992 Added 5.36%
19,485 $9.82 Million
Q2 2023

Aug 02, 2023

BUY
$458.49 - $526.23 $809,693 - $929,322
1,766 Added 10.56%
18,493 $8.89 Million
Q1 2023

May 11, 2023

BUY
$460.33 - $518.33 $909,612 - $1.02 Million
1,976 Added 13.4%
16,727 $7.91 Million
Q4 2022

Feb 13, 2023

BUY
$498.86 - $555.15 $3.93 Million - $4.37 Million
7,875 Added 114.53%
14,751 $7.82 Million
Q3 2022

Nov 10, 2022

SELL
$501.24 - $549.95 $3.29 Million - $3.61 Million
-6,561 Reduced 48.83%
6,876 $6.88 Million
Q2 2022

Jul 26, 2022

SELL
$452.06 - $546.01 $502,238 - $606,617
-1,111 Reduced 7.64%
13,437 $6.9 Million
Q1 2022

Apr 13, 2022

SELL
$455.89 - $520.82 $1.15 Million - $1.31 Million
-2,517 Reduced 14.75%
14,548 $7.42 Million
Q4 2021

Feb 03, 2022

BUY
$387.01 - $505.58 $291,031 - $380,196
752 Added 4.61%
17,065 $8.57 Million
Q3 2021

Oct 27, 2021

BUY
$390.74 - $429.71 $65,253 - $71,761
167 Added 1.03%
16,313 $6.37 Million
Q2 2021

Jul 26, 2021

BUY
$364.37 - $420.89 $500,280 - $577,881
1,373 Added 9.29%
16,146 $6.47 Million
Q1 2021

May 03, 2021

BUY
$324.34 - $379.06 $4 Million - $4.67 Million
12,322 Added 502.73%
14,773 $5.5 Million
Q4 2020

Feb 04, 2021

BUY
$303.68 - $356.82 $91,711 - $107,759
302 Added 14.05%
2,451 $859,000
Q3 2020

Oct 23, 2020

BUY
$291.16 - $323.7 $5,240 - $5,826
18 Added 0.84%
2,149 $670,000
Q2 2020

Jul 27, 2020

SELL
$229.49 - $311.85 $344,235 - $467,775
-1,500 Reduced 41.31%
2,131 $628,000
Q1 2020

Apr 27, 2020

SELL
$194.86 - $305.31 $118,280 - $185,323
-607 Reduced 14.32%
3,631 $905,000
Q4 2019

Jan 23, 2020

SELL
$215.36 - $295.97 $66,761 - $91,750
-310 Reduced 6.82%
4,238 $1.25 Million
Q3 2019

Nov 21, 2019

SELL
$215.26 - $266.65 $85,673 - $106,126
-398 Reduced 8.05%
4,548 $988,000
Q3 2019

Oct 30, 2019

BUY
$215.26 - $266.65 $14,422 - $17,865
67 Added 1.37%
4,946 $1.07 Million
Q2 2019

Aug 01, 2019

BUY
$216.84 - $252.28 $116,659 - $135,726
538 Added 12.39%
4,879 $1.19 Million
Q1 2019

May 02, 2019

SELL
$236.02 - $271.13 $147,040 - $168,913
-623 Reduced 12.55%
4,341 $1.07 Million
Q4 2018

Feb 19, 2019

BUY
$232.94 - $286.33 $1.16 Million - $1.42 Million
4,964 New
4,964 $1.24 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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