Insight Wealth Strategies, LLC Unitedhealth Group Inc Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 6,392 shares of UNH stock, worth $3.25 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

6,392

Previous 6,342 0.79%

Holding current value

$3.25 Million

Previous $3.23 Million 15.73%

% of portfolio

0.5%

Previous 0.46%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$488.01 - $604.18 $24,400 - $30,208	50 Added 0.79%	6,392 $3.74 Million
Q2 2024 Jul 08, 2024	BUY	$439.2 - $524.63 $71,589 - $85,514	163 Added 2.64%	6,342 $3.23 Million
Q1 2024 Apr 05, 2024	BUY	$472.6 - $545.42 $357,285 - $412,337	756 Added 13.94%	6,179 $3.06 Million
Q4 2023 Jan 12, 2024	BUY	$509.47 - $552.97 $38,719 - $42,025	76 Added 1.42%	5,423 $2.86 Million
Q3 2023 Oct 13, 2023	BUY	$447.75 - $510.93 $200,144 - $228,385	447 Added 9.12%	5,347 $2.7 Million
Q2 2023 Jul 14, 2023	SELL	$458.49 - $526.23 $2,292 - $2,631	-5 Reduced 0.1%	4,900 $2.36 Million
Q1 2023 Apr 06, 2023	BUY	$460.33 - $518.33 $19,794 - $22,288	43 Added 0.88%	4,905 $2.32 Million
Q4 2022 Jan 06, 2023	SELL	$498.86 - $555.15 $51,881 - $57,735	-104 Reduced 2.09%	4,862 $0
Q2 2022 Jul 01, 2022	SELL	$452.06 - $546.01 $101,261 - $122,306	-224 Reduced 4.32%	4,966 $2.55 Million
Q1 2022 Apr 12, 2022	BUY	$455.89 - $520.82 $273,989 - $313,012	601 Added 13.1%	5,190 $2.65 Million
Q4 2021 Jan 31, 2022	BUY	$387.01 - $505.58 $178,024 - $232,566	460 Added 11.14%	4,589 $2.31 Million
Q3 2021 Oct 28, 2021	BUY	$390.74 - $429.71 $76,585 - $84,223	196 Added 4.98%	4,129 $1.61 Million
Q2 2021 Aug 12, 2021	SELL	$364.37 - $420.89 $322,831 - $372,908	-886 Reduced 18.39%	3,933 $1.58 Million
Q1 2021 May 12, 2021	BUY	$324.34 - $379.06 $804,687 - $940,447	2,481 Added 106.12%	4,819 $1.79 Million
Q4 2020 Feb 05, 2021	BUY	$303.68 - $356.82 $48,892 - $57,448	161 Added 7.4%	2,338 $820,000
Q3 2020 Oct 29, 2020	BUY	$291.16 - $323.7 $69,878 - $77,688	240 Added 12.39%	2,177 $679,000
Q2 2020 Jul 31, 2020	SELL	$229.49 - $311.85 $655,423 - $890,643	-2,856 Reduced 59.59%	1,937 $571,000
Q1 2020 Apr 21, 2020	SELL	$194.86 - $305.31 $1.61 Million - $2.52 Million	-8,257 Reduced 63.27%	4,793 $1.2 Million
Q4 2019 Feb 21, 2020	BUY	$215.36 - $295.97 $67,407 - $92,638	313 Added 2.46%	13,050 $3.84 Million
Q3 2019 Nov 06, 2019	BUY	$215.26 - $266.65 $9,471 - $11,732	44 Added 0.35%	12,737 $2.77 Million
Q2 2019 Aug 06, 2019	BUY	$216.84 - $252.28 $654,206 - $761,128	3,017 Added 31.18%	12,693 $3.1 Million
Q1 2019 Apr 24, 2019	BUY	$236.02 - $271.13 $331,608 - $380,937	1,405 Added 16.99%	9,676 $2.39 Million
Q4 2018 Feb 12, 2019	BUY	$232.94 - $286.33 $1.93 Million - $2.37 Million	8,271 New	8,271 $2.06 Million

Others Institutions Holding UNH

# of Institutions

3,839

Shares Held

775M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $475B
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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Insight Wealth Strategies, LLC Unitedhealth Group Inc Transaction History