A detailed history of Jacobsen Capital Management transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Jacobsen Capital Management holds 1,507 shares of UNH stock, worth $900,417. This represents 0.38% of its overall portfolio holdings.

Number of Shares
1,507
Previous 1,561 3.46%
Holding current value
$900,417
Previous $794,000 10.96%
% of portfolio
0.38%
Previous 0.36%

Shares

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

Oct 25, 2024

SELL
$488.01 - $604.18 $26,352 - $32,625
-54 Reduced 3.46%
1,507 $881,000
Q2 2024

Jul 23, 2024

SELL
$439.2 - $524.63 $14,054 - $16,788
-32 Reduced 2.01%
1,561 $794,000
Q1 2024

Apr 25, 2024

SELL
$472.6 - $545.42 $8,979 - $10,362
-19 Reduced 1.18%
1,593 $788,000
Q4 2023

Jan 24, 2024

BUY
$509.47 - $552.97 $13,246 - $14,377
26 Added 1.64%
1,612 $848,000
Q3 2023

Oct 25, 2023

BUY
$447.75 - $510.93 $31,342 - $35,765
70 Added 4.62%
1,586 $799,000
Q2 2023

Aug 02, 2023

BUY
$458.49 - $526.23 $8,711 - $9,998
19 Added 1.27%
1,516 $728,000
Q1 2023

May 02, 2023

BUY
$460.33 - $518.33 $689,114 - $775,940
1,497 New
1,497 $707,000

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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