A detailed history of Kestra Private Wealth Services, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 34,500 shares of UNH stock, worth $20.9 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
34,500
Previous 33,245 3.78%
Holding current value
$20.9 Million
Previous $16.9 Million 19.14%
% of portfolio
0.38%
Previous 0.35%

Shares

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

Nov 13, 2024

BUY
$488.01 - $604.18 $612,452 - $758,245
1,255 Added 3.78%
34,500 $20.2 Million
Q2 2024

Aug 12, 2024

SELL
$439.2 - $524.63 $1.81 Million - $2.16 Million
-4,121 Reduced 11.03%
33,245 $16.9 Million
Q1 2024

May 02, 2024

BUY
$472.6 - $545.42 $774,118 - $893,397
1,638 Added 4.58%
37,366 $18.5 Million
Q4 2023

Feb 05, 2024

BUY
$509.47 - $552.97 $1.28 Million - $1.39 Million
2,515 Added 7.57%
35,728 $18.8 Million
Q3 2023

Nov 07, 2023

BUY
$447.75 - $510.93 $1.74 Million - $1.98 Million
3,884 Added 13.24%
33,213 $16.7 Million
Q2 2023

Aug 08, 2023

BUY
$458.49 - $526.23 $132,503 - $152,080
289 Added 1.0%
29,329 $14.1 Million
Q1 2023

May 12, 2023

BUY
$460.33 - $518.33 $4.56 Million - $5.13 Million
9,906 Added 51.77%
29,040 $13.7 Million
Q4 2022

Jan 31, 2023

SELL
$498.86 - $555.15 $773,233 - $860,482
-1,550 Reduced 7.49%
19,134 $10.1 Million
Q3 2022

Nov 14, 2022

BUY
$501.24 - $549.95 $457,632 - $502,104
913 Added 4.62%
20,684 $10.4 Million
Q2 2022

Aug 12, 2022

BUY
$452.06 - $546.01 $1.56 Million - $1.88 Million
3,444 Added 21.09%
19,771 $10.2 Million
Q1 2022

May 26, 2022

SELL
$455.89 - $520.82 $41,941 - $47,915
-92 Reduced 0.56%
16,327 $8.33 Million
Q4 2021

Jan 21, 2022

BUY
$387.01 - $505.58 $1.25 Million - $1.64 Million
3,242 Added 24.6%
16,419 $8.24 Million
Q3 2021

Oct 21, 2021

BUY
$390.74 - $429.71 $606,428 - $666,909
1,552 Added 13.35%
13,177 $5.15 Million
Q2 2021

Jul 30, 2021

BUY
$364.37 - $420.89 $69,594 - $80,389
191 Added 1.67%
11,625 $4.66 Million
Q1 2021

May 11, 2021

BUY
$324.34 - $379.06 $258,498 - $302,110
797 Added 7.49%
11,434 $4.25 Million
Q4 2020

Jan 21, 2021

BUY
$303.68 - $356.82 $64,076 - $75,289
211 Added 2.02%
10,637 $3.67 Billion
Q3 2020

Nov 09, 2020

BUY
$291.16 - $323.7 $3.04 Million - $3.37 Million
10,426 New
10,426 $3.25 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 $568B
  • 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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