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 24,830 shares of UNH stock, worth $12.4 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares
24,830
Previous 25,104 1.09%
Holding current value
$12.4 Million
Previous $12.8 Million 13.56%
% of portfolio
2.45%
Previous 2.26%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $468B
  • 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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