A detailed history of Laurel Wealth Planning LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 545 shares of UNH stock, worth $322,024. This represents 0.21% of its overall portfolio holdings.

Number of Shares
545
Previous 545 -0.0%
Holding current value
$322,024
Previous $278,000 14.75%
% of portfolio
0.21%
Previous 0.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 27, 2023

SELL
$447.75 - $510.93 $244,023 - $278,456
-545 Reduced 50.0%
545 $275,000
Q4 2022

Feb 01, 2023

SELL
$498.86 - $555.15 $28,435 - $31,643
-57 Reduced 4.97%
1,090 $577,000
Q3 2022

Nov 02, 2022

SELL
$501.24 - $549.95 $4,009 - $4,399
-8 Reduced 0.69%
1,147 $579,000
Q2 2022

Aug 09, 2022

BUY
$452.06 - $546.01 $3,616 - $4,368
8 Added 0.7%
1,155 $593,000
Q1 2022

Apr 28, 2022

SELL
$455.89 - $520.82 $159,561 - $182,287
-350 Reduced 23.38%
1,147 $585,000
Q4 2021

Feb 01, 2022

SELL
$387.01 - $505.58 $61,921 - $80,892
-160 Reduced 9.66%
1,497 $752,000
Q3 2021

Nov 12, 2021

BUY
$390.74 - $429.71 $586,110 - $644,565
1,500 Added 955.41%
1,657 $647,000
Q2 2021

Aug 09, 2021

BUY
$364.37 - $420.89 $36,437 - $42,089
100 Added 175.44%
157 $63,000
Q4 2020

Feb 08, 2021

BUY
$303.68 - $356.82 $17,309 - $20,338
57 New
57 $20,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $553B
  • 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 Laurel Wealth Planning LLC Portfolio

Follow Laurel Wealth Planning 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 Laurel Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laurel Wealth Planning LLC with notifications on news.