A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 2,050 shares of UNH stock, worth $1.22 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
2,050
Previous 1,860 10.22%
Holding current value
$1.22 Million
Previous $947,000 26.5%
% of portfolio
1.12%
Previous 0.76%

Shares

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

Oct 21, 2024

BUY
$488.01 - $604.18 $92,721 - $114,794
190 Added 10.22%
2,050 $1.2 Million
Q4 2023

Jan 31, 2024

BUY
$509.47 - $552.97 $50,947 - $55,297
100 Added 5.68%
1,860 $979,000
Q1 2022

Apr 25, 2022

SELL
$455.89 - $520.82 $95,736 - $109,372
-210 Reduced 10.66%
1,760 $898,000
Q4 2021

Feb 10, 2022

BUY
$387.01 - $505.58 $762,409 - $995,992
1,970 New
1,970 $989,000

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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