A detailed history of Legacy Capital Wealth Partners, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 7,422 shares of UNH stock, worth $4.43 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
7,422
Previous 3,947 88.04%
Holding current value
$4.43 Million
Previous $2.01 Million 115.87%
% of portfolio
0.76%
Previous 0.53%

Shares

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

Nov 04, 2024

BUY
$488.01 - $604.18 $1.7 Million - $2.1 Million
3,475 Added 88.04%
7,422 $4.34 Million
Q2 2024

Aug 01, 2024

BUY
$439.2 - $524.63 $1.73 Million - $2.07 Million
3,947 New
3,947 $2.01 Million
Q4 2023

Feb 05, 2024

SELL
$509.47 - $552.97 $25,982 - $28,201
-51 Reduced 1.37%
3,675 $1.93 Million
Q3 2023

Oct 16, 2023

BUY
$447.75 - $510.93 $1.67 Million - $1.9 Million
3,726 New
3,726 $1.88 Million
Q1 2023

May 10, 2023

BUY
$460.33 - $518.33 $1.58 Million - $1.78 Million
3,438 New
3,438 $1.62 Million
Q2 2021

Aug 13, 2021

SELL
$364.37 - $420.89 $208,055 - $240,328
-571 Closed
0 $0
Q1 2021

May 14, 2021

BUY
$324.34 - $379.06 $185,198 - $216,443
571 New
571 $212,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $558B
  • 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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