A detailed history of Journey Strategic Wealth LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 5,228 shares of UNH stock, worth $2.61 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,228
Previous 4,086 27.95%
Holding current value
$2.61 Million
Previous $2.08 Million 46.92%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Nov 12, 2024

BUY
$488.01 - $604.18 $557,307 - $689,973
1,142 Added 27.95%
5,228 $3.06 Million
Q2 2024

Aug 14, 2024

BUY
$439.2 - $524.63 $458,524 - $547,713
1,044 Added 34.32%
4,086 $2.08 Million
Q1 2024

May 13, 2024

BUY
$472.6 - $545.42 $195,183 - $225,258
413 Added 15.71%
3,042 $1.5 Million
Q4 2023

Feb 09, 2024

BUY
$509.47 - $552.97 $25,473 - $27,648
50 Added 1.94%
2,629 $1.38 Million
Q3 2023

Nov 08, 2023

SELL
$447.75 - $510.93 $255,217 - $291,230
-570 Reduced 18.1%
2,579 $1.3 Million
Q2 2023

Aug 14, 2023

SELL
$458.49 - $526.23 $10,545 - $12,103
-23 Reduced 0.73%
3,149 $1.51 Million
Q1 2023

May 11, 2023

SELL
$460.33 - $518.33 $100,351 - $112,995
-218 Reduced 6.43%
3,172 $1.5 Million
Q4 2022

Feb 14, 2023

BUY
$498.86 - $555.15 $449,971 - $500,745
902 Added 36.25%
3,390 $1.8 Million
Q3 2022

Nov 14, 2022

BUY
$501.24 - $549.95 $263,652 - $289,273
526 Added 26.81%
2,488 $1.26 Million
Q2 2022

Aug 15, 2022

SELL
$452.06 - $546.01 $171,782 - $207,483
-380 Reduced 16.23%
1,962 $1.01 Million
Q1 2022

May 16, 2022

BUY
$455.89 - $520.82 $59,265 - $67,706
130 Added 5.88%
2,342 $1.2 Million
Q4 2021

Feb 14, 2022

BUY
$387.01 - $505.58 $856,066 - $1.12 Million
2,212 New
2,212 $1.11 Million

Others Institutions Holding UNH

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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