A detailed history of Levy Wealth Management Group, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 892 shares of UNH stock, worth $457,596. This represents 0.12% of its overall portfolio holdings.

Number of Shares
892
Previous 1,002 10.98%
Holding current value
$457,596
Previous $495,000 8.28%
% of portfolio
0.12%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

SELL
$439.2 - $524.63 $48,312 - $57,709
-110 Reduced 10.98%
892 $454,000
Q4 2023

Jan 23, 2024

BUY
$509.47 - $552.97 $1,018 - $1,105
2 Added 0.2%
1,002 $527,000
Q3 2023

Oct 24, 2023

BUY
$447.75 - $510.93 $1,343 - $1,532
3 Added 0.3%
1,000 $504,000
Q2 2023

Jul 21, 2023

BUY
$458.49 - $526.23 $1,375 - $1,578
3 Added 0.3%
997 $479,000
Q1 2023

May 04, 2023

BUY
$460.33 - $518.33 $148,686 - $167,420
323 Added 48.14%
994 $469,000
Q4 2022

Feb 08, 2023

BUY
$498.86 - $555.15 $498 - $555
1 Added 0.15%
671 $355,000
Q3 2022

Oct 28, 2022

BUY
$501.24 - $549.95 $335,830 - $368,466
670 New
670 $338,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $480B
  • 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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