A detailed history of Legacy Financial Strategies, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 607 shares of UNH stock, worth $364,503. This represents 0.08% of its overall portfolio holdings.

Number of Shares
607
Previous 581 4.48%
Holding current value
$364,503
Previous $295,000 20.0%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Oct 18, 2024

BUY
$488.01 - $604.18 $12,688 - $15,708
26 Added 4.48%
607 $354,000
Q2 2024

Jul 10, 2024

BUY
$439.2 - $524.63 $9,662 - $11,541
22 Added 3.94%
581 $295,000
Q1 2024

Apr 10, 2024

BUY
$472.6 - $545.42 $264,183 - $304,889
559 New
559 $276,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $562B
  • 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 Legacy Financial Strategies, LLC Portfolio

Follow Legacy Financial Strategies, 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 Legacy Financial Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Strategies, LLC with notifications on news.