Jackson Wealth Management, LLC Unitedhealth Group Inc Transaction History

Jackson Wealth Management, LLC

$589 Million
Q3 2024

A detailed history of Jackson Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 788 shares of UNH stock, worth $394,102. This represents 0.08% of its overall portfolio holdings.

Number of Shares

788

Previous 649 21.42%

Holding current value

$394,102

Previous $330,000 39.39%

% of portfolio

0.08%

Previous 0.1%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$488.01 - $604.18 $67,833 - $83,981	139 Added 21.42%	788 $460,000
Q2 2024 Jul 01, 2024	SELL	$439.2 - $524.63 $6.66 Million - $7.96 Million	-15,173 Reduced 95.9%	649 $330,000
Q1 2024 Jun 11, 2024	BUY	$472.6 - $545.42 $337,436 - $389,429	714 Added 4.73%	15,822 $7.83 Million
Q4 2023 Feb 14, 2024	BUY	$509.47 - $552.97 $113,611 - $123,312	223 Added 1.5%	15,108 $7.95 Million
Q3 2023 Nov 14, 2023	BUY	$447.75 - $510.93 $81,490 - $92,989	182 Added 1.24%	14,885 $7.5 Million
Q2 2023 Aug 02, 2023	BUY	$458.49 - $526.23 $6.74 Million - $7.74 Million	14,703 New	14,703 $7.07 Million
Q3 2022 Nov 14, 2022	BUY	$501.24 - $549.95 $4.89 Million - $5.36 Million	9,751 Added 125.8%	17,502 $8.84 Million
Q2 2022 Aug 01, 2022	SELL	$452.06 - $546.01 $4.68 Million - $5.65 Million	-10,354 Reduced 57.19%	7,751 $3.98 Million
Q1 2022 May 05, 2022	SELL	$455.89 - $520.82 $634,598 - $724,981	-1,392 Reduced 7.14%	18,105 $9.23 Million
Q4 2021 Feb 09, 2022	BUY	$387.01 - $505.58 $45,280 - $59,152	117 Added 0.6%	19,497 $9.79 Million
Q3 2021 Dec 10, 2021	SELL	$390.74 - $429.71 $8,205 - $9,023	-21 Reduced 0.11%	19,380 $152,000
Q2 2021 Aug 03, 2021	BUY	$364.37 - $420.89 $83,805 - $96,804	230 Added 1.2%	19,401 $7.77 Million
Q1 2021 Apr 12, 2021	BUY	$324.34 - $379.06 $1.63 Million - $1.91 Million	5,029 Added 35.56%	19,171 $7.13 Million
Q4 2020 Feb 02, 2021	BUY	$303.68 - $356.82 $301,857 - $354,679	994 Added 7.56%	14,142 $4.96 Million
Q3 2020 Oct 13, 2020	BUY	$291.16 - $323.7 $453,044 - $503,677	1,556 Added 13.42%	13,148 $4.1 Million
Q2 2020 Jul 27, 2020	BUY	$229.49 - $311.85 $273,322 - $371,413	1,191 Added 11.45%	11,592 $3.42 Million
Q1 2020 May 13, 2020	BUY	$194.86 - $305.31 $2.03 Million - $3.18 Million	10,401 New	10,401 $3 Million

Others Institutions Holding UNH

# of Institutions

3,838

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 $468B
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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Jackson Wealth Management, LLC Unitedhealth Group Inc Transaction History