Liberty Wealth Management LLC Unitedhealth Group Inc Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Liberty Wealth Management LLC holds 849 shares of UNH stock, worth $501,648. This represents 0.09% of its overall portfolio holdings.

Number of Shares

849

Previous 4,953 82.86%

Holding current value

$501,648

Previous $452,000 9.73%

% of portfolio

0.09%

Previous 0.08%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$488.01 - $604.18 $2 Million - $2.48 Million	-4,104 Reduced 82.86%	849 $496,000
Q2 2024 Aug 06, 2024	BUY	$439.2 - $524.63 $1.79 Million - $2.14 Million	4,071 Added 461.56%	4,953 $452,000
Q1 2024 May 02, 2024	SELL	$472.6 - $545.42 $5,198 - $5,999	-11 Reduced 1.23%	882 $442,000
Q4 2023 Feb 08, 2024	SELL	$509.47 - $552.97 $2,547 - $2,764	-5 Reduced 0.56%	893 $470,000
Q3 2023 Nov 13, 2023	SELL	$447.75 - $510.93 $11,193 - $12,773	-25 Reduced 2.71%	898 $453,000
Q2 2023 Aug 10, 2023	SELL	$458.49 - $526.23 $32,094 - $36,836	-70 Reduced 7.05%	923 $443,000
Q1 2023 May 03, 2023	SELL	$460.33 - $518.33 $182,290 - $205,258	-396 Reduced 28.51%	993 $469,000
Q3 2022 Nov 15, 2022	BUY	$501.24 - $549.95 $340,843 - $373,966	680 Added 95.91%	1,389 $701,000
Q2 2022 Aug 15, 2022	BUY	$452.06 - $546.01 $23,507 - $28,392	52 Added 7.91%	709 $364,000
Q1 2022 May 09, 2022	SELL	$455.89 - $520.82 $39,662 - $45,311	-87 Reduced 11.69%	657 $333,000
Q4 2021 Feb 15, 2022	SELL	$387.01 - $505.58 $150,546 - $196,670	-389 Reduced 34.33%	744 $373,000
Q3 2021 Nov 15, 2021	BUY	$390.74 - $429.71 $174,660 - $192,080	447 Added 65.16%	1,133 $470,000
Q2 2021 Aug 13, 2021	SELL	$364.37 - $420.89 $99.8 Million - $115 Million	-273,907 Reduced 99.75%	686 $275,000
Q2 2021 Aug 13, 2021	BUY	$364.37 - $420.89 $99.8 Million - $115 Million	273,957 Added 43075.0%	274,593 $686,000
Q4 2020 Feb 09, 2021	SELL	$303.68 - $356.82 $71,668 - $84,209	-236 Reduced 27.06%	636 $212,000
Q3 2020 Nov 05, 2020	SELL	$291.16 - $323.7 $31,445 - $34,959	-108 Reduced 11.02%	872 $272,000
Q2 2020 Aug 04, 2020	SELL	$229.49 - $311.85 $13,769 - $18,711	-60 Reduced 5.77%	980 $289,000
Q1 2020 Apr 27, 2020	SELL	$194.86 - $305.31 $584 - $915	-3 Reduced 0.29%	1,040 $259,000
Q4 2019 Feb 05, 2020	BUY	$215.36 - $295.97 $6,245 - $8,583	29 Added 2.86%	1,043 $307,000
Q3 2019 Oct 30, 2019	BUY	$215.26 - $266.65 $17,866 - $22,131	83 Added 8.92%	1,014 $220,000
Q2 2019 Jul 30, 2019	SELL	$216.84 - $252.28 $433 - $504	-2 Reduced 0.21%	931 $227,000
Q1 2019 Apr 18, 2019	BUY	$236.02 - $271.13 $12,981 - $14,912	55 Added 6.26%	933 $230,000
Q4 2018 Mar 26, 2019	BUY	$232.94 - $286.33 $204,521 - $251,397	878 New	878 $218,000

Others Institutions Holding UNH

# of Institutions

3,833

Shares Held

777M

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 $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...

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Liberty Wealth Management LLC Unitedhealth Group Inc Transaction History