A detailed history of Integrated Wealth Concepts LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 23,828 shares of UNH stock, worth $12.1 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
23,828
Previous 23,621 0.88%
Holding current value
$12.1 Million
Previous $12 Million 15.81%
% of portfolio
0.18%
Previous 0.17%

Shares

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

Nov 14, 2024

BUY
$488.01 - $604.18 $101,018 - $125,065
207 Added 0.88%
23,828 $13.9 Million
Q2 2024

Aug 14, 2024

BUY
$439.2 - $524.63 $712,821 - $851,474
1,623 Added 7.38%
23,621 $12 Million
Q1 2024

May 15, 2024

BUY
$472.6 - $545.42 $1.4 Million - $1.61 Million
2,952 Added 15.5%
21,998 $10.9 Million
Q4 2023

Feb 13, 2024

BUY
$509.47 - $552.97 $1.89 Million - $2.06 Million
3,719 Added 24.26%
19,046 $10 Million
Q3 2023

Nov 15, 2023

BUY
$447.75 - $510.93 $145,966 - $166,563
326 Added 2.17%
15,327 $7.73 Million
Q2 2023

Aug 15, 2023

BUY
$458.49 - $526.23 $1.82 Million - $2.09 Million
3,969 Added 35.98%
15,001 $7.21 Million
Q1 2023

May 03, 2023

SELL
$460.33 - $518.33 $858,975 - $967,203
-1,866 Reduced 14.47%
11,032 $5.21 Million
Q4 2022

Feb 13, 2023

BUY
$498.86 - $555.15 $113,241 - $126,019
227 Added 1.79%
12,898 $6.84 Million
Q3 2022

Nov 14, 2022

SELL
$501.24 - $549.95 $48,620 - $53,345
-97 Reduced 0.76%
12,671 $6.4 Million
Q2 2022

Aug 08, 2022

BUY
$452.06 - $546.01 $100,809 - $121,760
223 Added 1.78%
12,768 $6.56 Million
Q1 2022

May 12, 2022

SELL
$455.89 - $520.82 $578,068 - $660,399
-1,268 Reduced 9.18%
12,545 $6.4 Million
Q4 2021

Feb 15, 2022

BUY
$387.01 - $505.58 $186,538 - $243,689
482 Added 3.62%
13,813 $6.94 Million
Q3 2021

Nov 15, 2021

BUY
$390.74 - $429.71 $228,192 - $250,950
584 Added 4.58%
13,331 $5.21 Million
Q2 2021

Aug 13, 2021

BUY
$364.37 - $420.89 $132,995 - $153,624
365 Added 2.95%
12,747 $5.11 Million
Q1 2021

May 13, 2021

BUY
$324.34 - $379.06 $400,235 - $467,760
1,234 Added 11.07%
12,382 $4.61 Million
Q4 2020

Feb 12, 2021

BUY
$303.68 - $356.82 $337,995 - $397,140
1,113 Added 11.09%
11,148 $3.91 Million
Q3 2020

Nov 13, 2020

BUY
$291.16 - $323.7 $747,990 - $831,585
2,569 Added 34.41%
10,035 $3.13 Million
Q2 2020

Jul 30, 2020

BUY
$229.49 - $311.85 $237,292 - $322,452
1,034 Added 16.08%
7,466 $2.2 Million
Q1 2020

May 18, 2020

BUY
$194.86 - $305.31 $43,648 - $68,389
224 Added 3.61%
6,432 $1.6 Million
Q4 2019

Feb 20, 2020

BUY
$215.36 - $295.97 $271,138 - $372,626
1,259 Added 25.44%
6,208 $1.83 Million
Q3 2019

Nov 15, 2019

BUY
$215.26 - $266.65 $92,346 - $114,392
429 Added 9.49%
4,949 $1.08 Million
Q2 2019

Aug 15, 2019

BUY
$216.84 - $252.28 $330,681 - $384,727
1,525 Added 50.92%
4,520 $1.03 Million
Q1 2019

May 15, 2019

BUY
$236.02 - $271.13 $27,850 - $31,993
118 Added 4.1%
2,995 $741,000
Q4 2018

Feb 14, 2019

BUY
$232.94 - $286.33 $12,811 - $15,748
55 Added 1.95%
2,877 $717,000
Q3 2018

Nov 13, 2018

BUY
$246.98 - $269.65 $96,569 - $105,433
391 Added 16.08%
2,822 $760,000
Q2 2018

Jul 27, 2018

BUY
$217.2 - $255.98 $53,431 - $62,971
246 Added 11.26%
2,431 $602,000
Q1 2018

May 15, 2018

BUY
$212.55 - $248.47 $24,655 - $28,822
116 Added 5.61%
2,185 $474,000
Q4 2017

May 15, 2018

BUY
$192.52 - $228.17 $398,323 - $472,083
2,069
2,069 $465,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $473B
  • 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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