A detailed history of Lifeworks Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 1,191 shares of UNH stock, worth $664,304. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,191
Previous 1,167 2.06%
Holding current value
$664,304
Previous $577,000 5.03%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Aug 13, 2024

BUY
$439.2 - $524.63 $10,540 - $12,591
24 Added 2.06%
1,191 $606,000
Q1 2024

May 10, 2024

BUY
$472.6 - $545.42 $41,588 - $47,996
88 Added 8.16%
1,167 $577,000
Q4 2023

Feb 12, 2024

BUY
$509.47 - $552.97 $24,454 - $26,542
48 Added 4.66%
1,079 $568,000
Q3 2023

Nov 01, 2023

SELL
$447.75 - $510.93 $13,880 - $15,838
-31 Reduced 2.92%
1,031 $519,000
Q2 2023

Aug 02, 2023

SELL
$458.49 - $526.23 $458 - $526
-1 Reduced 0.09%
1,062 $510,000
Q1 2023

May 15, 2023

BUY
$460.33 - $518.33 $42,350 - $47,686
92 Added 9.47%
1,063 $502,000
Q4 2022

Feb 14, 2023

SELL
$498.86 - $555.15 $192,061 - $213,732
-385 Reduced 28.39%
971 $514,000
Q3 2022

Nov 14, 2022

SELL
$501.24 - $549.95 $108,267 - $118,789
-216 Reduced 13.74%
1,356 $753,000
Q2 2022

Aug 12, 2022

BUY
$452.06 - $546.01 $13,109 - $15,834
29 Added 1.88%
1,572 $807,000
Q1 2022

May 16, 2022

SELL
$455.89 - $520.82 $170,502 - $194,786
-374 Reduced 19.51%
1,543 $787,000
Q4 2021

Feb 15, 2022

BUY
$387.01 - $505.58 $741,898 - $969,196
1,917 New
1,917 $963,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $522B
  • 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 Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, 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 Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.