A detailed history of First Purpose Wealth LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, First Purpose Wealth LLC holds 2,926 shares of UNH stock, worth $1.75 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
2,926
Previous 2,915 0.38%
Holding current value
$1.75 Million
Previous $1.53 Million 5.67%
% of portfolio
0.53%
Previous 0.6%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$472.6 - $545.42 $5,198 - $5,999
11 Added 0.38%
2,926 $1.45 Million
Q4 2023

Apr 22, 2024

BUY
$509.47 - $552.97 $18,850 - $20,459
37 Added 1.29%
2,915 $1.53 Million
Q3 2023

Oct 30, 2023

BUY
$447.75 - $510.93 $10,746 - $12,262
24 Added 0.84%
2,878 $1.45 Million
Q2 2023

Jul 21, 2023

BUY
$458.49 - $526.23 $27,050 - $31,047
59 Added 2.11%
2,854 $1.37 Million
Q1 2023

May 03, 2023

BUY
$460.33 - $518.33 $27,619 - $31,099
60 Added 2.19%
2,795 $1.32 Million
Q4 2022

Jan 26, 2023

BUY
$498.86 - $555.15 $51,382 - $57,180
103 Added 3.91%
2,735 $0
Q3 2022

Oct 24, 2022

BUY
$501.24 - $549.95 $918,271 - $1.01 Million
1,832 Added 229.0%
2,632 $1.33 Million
Q2 2022

Jul 25, 2022

SELL
$452.06 - $546.01 $27,123 - $32,760
-60 Reduced 6.98%
800 $411,000
Q1 2022

Apr 18, 2022

BUY
$455.89 - $520.82 $20,970 - $23,957
46 Added 5.65%
860 $439,000
Q4 2021

Feb 24, 2022

BUY
$387.01 - $505.58 $315,026 - $411,542
814 New
814 $409,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $558B
  • 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 First Purpose Wealth LLC Portfolio

Follow First Purpose Wealth LLC 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 First Purpose Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Purpose Wealth LLC with notifications on news.