A detailed history of Institute For Wealth Management, Llc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,285 shares of UNH stock, worth $2.02 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,285
Previous 3,192 2.91%
Holding current value
$2.02 Million
Previous $1.58 Million 5.89%
% of portfolio
0.23%
Previous 0.21%

Shares

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

Jul 25, 2024

BUY
$439.2 - $524.63 $40,845 - $48,790
93 Added 2.91%
3,285 $1.67 Million
Q1 2024

Apr 30, 2024

BUY
$472.6 - $545.42 $18,904 - $21,816
40 Added 1.27%
3,192 $1.58 Million
Q4 2023

Jan 31, 2024

SELL
$509.47 - $552.97 $7,642 - $8,294
-15 Reduced 0.47%
3,152 $1.66 Million
Q3 2023

Oct 13, 2023

SELL
$447.75 - $510.93 $4,477 - $5,109
-10 Reduced 0.31%
3,167 $1.6 Million
Q2 2023

Jul 25, 2023

BUY
$458.49 - $526.23 $35,762 - $41,045
78 Added 2.52%
3,177 $1.53 Million
Q1 2023

Apr 20, 2023

SELL
$460.33 - $518.33 $101,272 - $114,032
-220 Reduced 6.63%
3,099 $1.46 Million
Q4 2022

Feb 02, 2023

SELL
$498.86 - $555.15 $12,471 - $13,878
-25 Reduced 0.75%
3,319 $1.76 Million
Q3 2022

Oct 18, 2022

BUY
$501.24 - $549.95 $18,044 - $19,798
36 Added 1.09%
3,344 $1.69 Million
Q2 2022

Jul 25, 2022

BUY
$452.06 - $546.01 $119,795 - $144,692
265 Added 8.71%
3,308 $1.7 Million
Q1 2022

Apr 29, 2022

BUY
$455.89 - $520.82 $17,779 - $20,311
39 Added 1.3%
3,043 $1.55 Million
Q4 2021

Jan 21, 2022

BUY
$387.01 - $505.58 $3,870 - $5,055
10 Added 0.33%
3,004 $1.51 Million
Q3 2021

Nov 15, 2021

BUY
$390.74 - $429.71 $69,551 - $76,488
178 Added 6.32%
2,994 $1.17 Million
Q2 2021

Jul 21, 2021

BUY
$364.37 - $420.89 $24,048 - $27,778
66 Added 2.4%
2,816 $1.13 Million
Q1 2021

May 04, 2021

BUY
$324.34 - $379.06 $41,191 - $48,140
127 Added 4.84%
2,750 $1.02 Million
Q4 2020

Feb 01, 2021

BUY
$303.68 - $356.82 $99,910 - $117,393
329 Added 14.34%
2,623 $920,000
Q3 2020

Nov 03, 2020

SELL
$291.16 - $323.7 $38,724 - $43,052
-133 Reduced 5.48%
2,294 $715,000
Q2 2020

Jul 30, 2020

BUY
$229.49 - $311.85 $56,913 - $77,338
248 Added 11.38%
2,427 $716,000
Q1 2020

Apr 29, 2020

SELL
$194.86 - $305.31 $7,014 - $10,991
-36 Reduced 1.63%
2,179 $543,000
Q4 2019

Feb 27, 2020

BUY
$215.36 - $295.97 $336,823 - $462,897
1,564 Added 240.25%
2,215 $651,000
Q4 2019

Jan 27, 2020

SELL
$215.36 - $295.97 $383,556 - $527,122
-1,781 Reduced 73.23%
651 $651,000
Q3 2019

Oct 28, 2019

SELL
$215.26 - $266.65 $116,025 - $143,724
-539 Reduced 18.14%
2,432 $529,000
Q2 2019

Aug 02, 2019

BUY
$216.84 - $252.28 $56,161 - $65,340
259 Added 9.55%
2,971 $725,000
Q1 2019

May 15, 2019

SELL
$236.02 - $271.13 $67,029 - $77,000
-284 Reduced 9.48%
2,712 $674,000
Q4 2018

Feb 08, 2019

BUY
$232.94 - $286.33 $697,888 - $857,844
2,996 New
2,996 $745,000
Q3 2017

Nov 14, 2017

SELL
$190.82 - $199.75 $482,583 - $505,167
-2,529 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
2,529
2,529 $471,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $576B
  • 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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