A detailed history of Hhm Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 1,055 shares of UNH stock, worth $630,351. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,055
Previous 991 6.46%
Holding current value
$630,351
Previous $504,000 22.22%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Nov 12, 2024

BUY
$488.01 - $604.18 $31,232 - $38,667
64 Added 6.46%
1,055 $616,000
Q2 2024

Aug 07, 2024

SELL
$439.2 - $524.63 $19,324 - $23,083
-44 Reduced 4.25%
991 $504,000
Q1 2024

May 14, 2024

SELL
$472.6 - $545.42 $17,958 - $20,725
-38 Reduced 3.54%
1,035 $512,000
Q2 2023

Aug 11, 2023

BUY
$458.49 - $526.23 $135,254 - $155,237
295 Added 37.92%
1,073 $515,000
Q1 2023

May 02, 2023

BUY
$460.33 - $518.33 $63,525 - $71,529
138 Added 21.56%
778 $367,000
Q4 2022

Jan 19, 2023

BUY
$498.86 - $555.15 $3,990 - $4,441
8 Added 1.27%
640 $0
Q3 2022

Nov 04, 2022

SELL
$501.24 - $549.95 $106,764 - $117,139
-213 Reduced 25.21%
632 $319,000
Q2 2022

Aug 08, 2022

SELL
$452.06 - $546.01 $15,822 - $19,110
-35 Reduced 3.98%
845 $434,000
Q1 2022

Apr 27, 2022

BUY
$455.89 - $520.82 $1,367 - $1,562
3 Added 0.34%
880 $449,000
Q3 2021

Nov 02, 2021

SELL
$390.74 - $429.71 $1,562 - $1,718
-4 Reduced 0.45%
877 $343,000
Q1 2021

Apr 23, 2021

BUY
$324.34 - $379.06 $2,270 - $2,653
7 Added 0.8%
881 $328,000
Q4 2020

Jan 28, 2021

BUY
$303.68 - $356.82 $50,410 - $59,232
166 Added 23.45%
874 $306,000
Q3 2020

Nov 12, 2020

SELL
$291.16 - $323.7 $2,038 - $2,265
-7 Reduced 0.98%
708 $221,000
Q1 2020

May 12, 2020

BUY
$194.86 - $305.31 $139,324 - $218,296
715 New
715 $178,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $559B
  • 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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