A detailed history of Lwm Advisory Services, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 764 shares of UNH stock, worth $456,482. This represents 0.34% of its overall portfolio holdings.

Number of Shares
764
Holding current value
$456,482
% of portfolio
0.34%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$488.01 - $604.18 $372,839 - $461,593
764 New
764 $446,000
Q1 2024

May 09, 2024

SELL
$472.6 - $545.42 $14,178 - $16,362
-30 Reduced 3.84%
751 $371,000
Q4 2023

Feb 05, 2024

BUY
$509.47 - $552.97 $37,700 - $40,919
74 Added 10.47%
781 $411,000
Q3 2023

Nov 02, 2023

BUY
$447.75 - $510.93 $4,477 - $5,109
10 Added 1.43%
707 $356,000
Q2 2023

Aug 07, 2023

SELL
$458.49 - $526.23 $21,549 - $24,732
-47 Reduced 6.32%
697 $335,000
Q1 2023

May 02, 2023

BUY
$460.33 - $518.33 $13,809 - $15,549
30 Added 4.2%
744 $351,000
Q4 2022

Feb 07, 2023

SELL
$498.86 - $555.15 $452,964 - $504,076
-908 Reduced 55.98%
714 $378,000
Q3 2022

Nov 16, 2022

BUY
$501.24 - $549.95 $75,687 - $83,042
151 Added 10.27%
1,622 $824,000
Q2 2022

Aug 15, 2022

SELL
$452.06 - $546.01 $34,808 - $42,042
-77 Reduced 4.97%
1,471 $751,000
Q1 2022

May 09, 2022

SELL
$455.89 - $520.82 $56,074 - $64,060
-123 Reduced 7.36%
1,548 $794,000
Q4 2021

Feb 18, 2022

BUY
$387.01 - $505.58 $646,693 - $844,824
1,671 New
1,671 $839,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $559B
  • 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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