Live Oak Private Wealth LLC Unitedhealth Group Inc Transaction History

Live Oak Private Wealth LLC

$691 Million
Q3 2025

A detailed history of Live Oak Private Wealth LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 31,688 shares of UNH stock, worth $10.2 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

31,688

Previous 35,062 9.62%

Holding current value

$10.2 Million

Previous $10.9 Million 0.03%

% of portfolio

1.58%

Previous 1.7%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$237.77 - $353.61 $802,235 - $1.19 Million	-3,374 Reduced 9.62%	31,688 $10.9 Million
Q2 2025 Aug 04, 2025	BUY	$274.35 - $599.47 $2.68 Million - $5.85 Million	9,756 Added 38.55%	35,062 $10.9 Million
Q1 2025 Apr 22, 2025	BUY	$461.52 - $548.18 $237,682 - $282,312	515 Added 2.08%	25,306 $13.3 Million
Q4 2024 Jan 28, 2025	SELL	$485.52 - $625.25 $18,935 - $24,384	-39 Reduced 0.16%	24,791 $12.5 Million
Q3 2024 Oct 22, 2024	SELL	$488.01 - $604.18 $133,714 - $165,545	-274 Reduced 1.09%	24,830 $14.5 Million

Q2 2024 Jul 17, 2024	BUY	$439.2 - $524.63 $313,149 - $374,061	713 Added 2.92%	25,104 $12.8 Million
Q1 2024 Apr 23, 2024	BUY	$472.6 - $545.42 $614,852 - $709,591	1,301 Added 5.63%	24,391 $12.1 Million
Q4 2023 Jan 29, 2024	SELL	$509.47 - $552.97 $62,155 - $67,462	-122 Reduced 0.53%	23,090 $12.2 Million
Q3 2023 Oct 23, 2023	BUY	$447.75 - $510.93 $80,147 - $91,456	179 Added 0.78%	23,212 $11.7 Million
Q2 2023 Aug 07, 2023	BUY	$458.49 - $526.23 $76,567 - $87,880	167 Added 0.73%	23,033 $11.1 Million
Q1 2023 May 08, 2023	BUY	$460.33 - $518.33 $395,423 - $445,245	859 Added 3.9%	22,866 $10.8 Million
Q4 2022 Feb 10, 2023	SELL	$498.86 - $555.15 $47,391 - $52,739	-95 Reduced 0.43%	22,007 $11.7 Million
Q3 2022 Oct 25, 2022	BUY	$501.24 - $549.95 $97,240 - $106,690	194 Added 0.89%	22,102 $11.2 Million
Q2 2022 Jul 27, 2022	BUY	$452.06 - $546.01 $672,665 - $812,462	1,488 Added 7.29%	21,908 $11.3 Million
Q1 2022 Apr 21, 2022	BUY	$455.89 - $520.82 $65,648 - $74,998	144 Added 0.71%	20,420 $10.4 Million
Q4 2021 Feb 08, 2022	SELL	$387.01 - $505.58 $97,913 - $127,911	-253 Reduced 1.23%	20,276 $10.2 Million
Q3 2021 Oct 29, 2021	BUY	$390.74 - $429.71 $876,429 - $963,839	2,243 Added 12.27%	20,529 $8.02 Million
Q2 2021 Aug 02, 2021	BUY	$364.37 - $420.89 $88,541 - $102,276	243 Added 1.35%	18,286 $7.32 Million
Q1 2021 May 11, 2021	BUY	$324.34 - $379.06 $150,493 - $175,883	464 Added 2.64%	18,043 $6.71 Million
Q4 2020 Jan 26, 2021	SELL	$303.68 - $356.82 $28,849 - $33,897	-95 Reduced 0.54%	17,579 $6.17 Million
Q3 2020 Nov 09, 2020	SELL	$291.16 - $323.7 $587,852 - $653,550	-2,019 Reduced 10.25%	17,674 $5.51 Million
Q2 2020 Aug 03, 2020	BUY	$229.49 - $311.85 $26,620 - $36,174	116 Added 0.59%	19,693 $5.81 Million
Q1 2020 May 11, 2020	BUY	$194.86 - $305.31 $492,800 - $772,128	2,529 Added 14.83%	19,577 $4.88 Million
Q4 2019 Feb 13, 2020	BUY	$215.36 - $295.97 $3.67 Million - $5.05 Million	17,048 New	17,048 $5.01 Million

Others Institutions Holding UNH

# of Institutions

3,806

Shares Held

739M

Call Options Held

58M

Put Options Held

48.8M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $300B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Live Oak Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Private Wealth LLC with notifications on news.

Account

Live Oak Private Wealth LLC Unitedhealth Group Inc Transaction History