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 4,086 shares of UNH stock, worth $2.28 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,086
Previous 3,042 34.32%
Holding current value
$2.28 Million
Previous $1.5 Million 38.3%
% of portfolio
0.09%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $522B
  • 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
Track This Portfolio

Track Journey Strategic Wealth LLC Portfolio

Follow Journey Strategic Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.