A detailed history of Jeppson Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 1,738 shares of UNH stock, worth $885,093. This represents 0.33% of its overall portfolio holdings.

Number of Shares
1,738
Previous 1,743 0.29%
Holding current value
$885,093
Previous $917,000 6.32%
% of portfolio
0.33%
Previous 0.38%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

SELL
$472.6 - $545.42 $2,363 - $2,727
-5 Reduced 0.29%
1,738 $859,000
Q4 2023

Jan 11, 2024

SELL
$509.47 - $552.97 $2,547 - $2,764
-5 Reduced 0.29%
1,743 $917,000
Q3 2023

Oct 25, 2023

BUY
$447.75 - $510.93 $11,193 - $12,773
25 Added 1.45%
1,748 $881,000
Q4 2022

Jan 27, 2023

SELL
$498.86 - $555.15 $29,931 - $33,309
-60 Reduced 3.37%
1,723 $0
Q3 2022

Oct 20, 2022

SELL
$501.24 - $549.95 $7,518 - $8,249
-15 Reduced 0.83%
1,783 $901,000
Q1 2022

Apr 27, 2022

BUY
$455.89 - $520.82 $2,735 - $3,124
6 Added 0.33%
1,798 $916,000
Q2 2021

Jul 20, 2021

SELL
$364.37 - $420.89 $3,643 - $4,208
-10 Reduced 0.55%
1,792 $717,000
Q1 2021

May 19, 2021

SELL
$324.34 - $379.06 $3,567 - $4,169
-11 Reduced 0.61%
1,802 $670,000
Q3 2020

Nov 19, 2020

BUY
$291.16 - $323.7 $527,873 - $586,868
1,813 New
1,813 $565,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $476B
  • 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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