A detailed history of Fortress Wealth Group, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 1,485 shares of UNH stock, worth $868,249. This represents 0.39% of its overall portfolio holdings.

Number of Shares
1,485
Previous 1,262 17.67%
Holding current value
$868,249
Previous $624,000 21.15%
% of portfolio
0.39%
Previous 0.35%

Shares

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

Jul 31, 2024

BUY
$439.2 - $524.63 $97,941 - $116,992
223 Added 17.67%
1,485 $756,000
Q1 2024

May 13, 2024

SELL
$472.6 - $545.42 $8,034 - $9,272
-17 Reduced 1.33%
1,262 $624,000
Q4 2023

Jan 12, 2024

BUY
$509.47 - $552.97 $45,342 - $49,214
89 Added 7.48%
1,279 $673,000
Q3 2023

Oct 12, 2023

BUY
$447.75 - $510.93 $1,343 - $1,532
3 Added 0.25%
1,190 $599,000
Q2 2023

Aug 10, 2023

BUY
$458.49 - $526.23 $33,011 - $37,888
72 Added 6.46%
1,187 $570,000
Q1 2023

May 12, 2023

SELL
$460.33 - $518.33 $58,922 - $66,346
-128 Reduced 10.3%
1,115 $526,000
Q4 2022

Feb 07, 2023

BUY
$498.86 - $555.15 $172,106 - $191,526
345 Added 38.42%
1,243 $659,000
Q3 2022

Nov 14, 2022

SELL
$501.24 - $549.95 $19,047 - $20,898
-38 Reduced 4.06%
898 $453,000
Q2 2022

Aug 15, 2022

SELL
$452.06 - $546.01 $27,123 - $32,760
-60 Reduced 6.02%
936 $481,000
Q1 2022

May 16, 2022

SELL
$455.89 - $520.82 $2,279 - $2,604
-5 Reduced 0.5%
996 $508,000
Q4 2021

Feb 11, 2022

SELL
$387.01 - $505.58 $3,096 - $4,044
-8 Reduced 0.79%
1,001 $499,000
Q3 2021

Nov 04, 2021

BUY
$390.74 - $429.71 $20,709 - $22,774
53 Added 5.54%
1,009 $394,000
Q2 2021

Aug 13, 2021

BUY
$364.37 - $420.89 $348,337 - $402,370
956 New
956 $383,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $547B
  • 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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