Laidlaw Wealth Management LLC Unitedhealth Group Inc Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 1,385 shares of UNH stock, worth $701,280. This represents 0.43% of its overall portfolio holdings.

Number of Shares

1,385

Previous 1,474 6.04%

Holding current value

$701,280

Previous $750,000 7.87%

% of portfolio

0.43%

Previous 0.44%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$488.01 - $604.18 $43,432 - $53,772	-89 Reduced 6.04%	1,385 $809,000
Q2 2024 Aug 01, 2024	SELL	$439.2 - $524.63 $175,240 - $209,327	-399 Reduced 21.3%	1,474 $750,000
Q1 2024 May 15, 2024	SELL	$472.6 - $545.42 $2.32 Million - $2.67 Million	-4,902 Reduced 72.35%	1,873 $926,000
Q4 2023 Feb 12, 2024	SELL	$509.47 - $552.97 $250,659 - $272,061	-492 Reduced 6.77%	6,775 $3.57 Million
Q3 2023 Nov 13, 2023	SELL	$447.75 - $510.93 $1.09 Million - $1.24 Million	-2,434 Reduced 25.09%	7,267 $3.66 Million
Q2 2023 Aug 11, 2023	SELL	$458.49 - $526.23 $64,647 - $74,198	-141 Reduced 1.43%	9,701 $4.66 Million
Q1 2023 May 12, 2023	BUY	$460.33 - $518.33 $4,603 - $5,183	10 Added 0.1%	9,842 $4.65 Million
Q4 2022 Feb 14, 2023	BUY	$498.86 - $555.15 $78,321 - $87,158	157 Added 1.62%	9,832 $5.21 Million
Q3 2022 Nov 14, 2022	BUY	$501.24 - $549.95 $261,146 - $286,523	521 Added 5.69%	9,675 $4.89 Million
Q2 2022 Aug 12, 2022	SELL	$452.06 - $546.01 $113,015 - $136,502	-250 Reduced 2.66%	9,154 $4.7 Million
Q1 2022 May 12, 2022	BUY	$455.89 - $520.82 $145,428 - $166,141	319 Added 3.51%	9,404 $4.8 Million
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $178,411 - $233,072	461 Added 5.35%	9,085 $4.56 Million
Q3 2021 Nov 12, 2021	BUY	$390.74 - $429.71 $321,969 - $354,081	824 Added 10.56%	8,624 $3.37 Million
Q2 2021 Aug 13, 2021	BUY	$364.37 - $420.89 $28,420 - $32,829	78 Added 1.01%	7,800 $3.12 Million
Q1 2021 May 17, 2021	SELL	$324.34 - $379.06 $114,816 - $134,187	-354 Reduced 4.38%	7,722 $2.87 Million
Q4 2020 Feb 16, 2021	BUY	$303.68 - $356.82 $958,717 - $1.13 Million	3,157 Added 64.18%	8,076 $2.83 Million
Q3 2020 Nov 16, 2020	SELL	$291.16 - $323.7 $28,824 - $32,046	-99 Reduced 1.97%	4,919 $1.53 Million
Q2 2020 Aug 19, 2020	SELL	$229.49 - $311.85 $339 Million - $460 Million	-1,475,084 Reduced 99.66%	5,018 $1.48 Million
Q2 2020 Aug 13, 2020	BUY	$229.49 - $311.85 $339 Million - $460 Million	1,475,450 Added 31716.47%	1,480,102 $5,000
Q1 2020 May 15, 2020	SELL	$194.86 - $305.31 $47,156 - $73,885	-242 Reduced 4.94%	4,652 $1.16 Million
Q4 2019 Feb 14, 2020	BUY	$215.36 - $295.97 $1.05 Million - $1.45 Million	4,894 New	4,894 $1.44 Million

Others Institutions Holding UNH

# of Institutions

3,838

Shares Held

775M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $474B
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

Portfolio Update

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

News

Stay updated on Laidlaw Wealth Management LLC with notifications on news.

Account

Laidlaw Wealth Management LLC Unitedhealth Group Inc Transaction History