Marks Group Wealth Management, Inc Unitedhealth Group Inc Transaction History

Marks Group Wealth Management, Inc

$996 Million
Q1 2025

A detailed history of Marks Group Wealth Management, Inc transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 19,136 shares of UNH stock, worth $5.81 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

19,136

Previous 31,226 38.72%

Holding current value

$5.81 Million

Previous $15.8 Million 36.55%

% of portfolio

1.01%

Previous 1.63%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$461.52 - $548.18 $5.58 Million - $6.63 Million	-12,090 Reduced 38.72%	19,136 $10 Million
Q4 2024 Jan 29, 2025	BUY	$485.52 - $625.25 $349,574 - $450,180	720 Added 2.36%	31,226 $15.8 Million
Q3 2024 Oct 30, 2024	SELL	$488.01 - $604.18 $52,705 - $65,251	-108 Reduced 0.35%	30,506 $17.8 Million
Q2 2024 Aug 14, 2024	BUY	$439.2 - $524.63 $834,040 - $996,272	1,899 Added 6.61%	30,614 $15.6 Million
Q1 2024 Apr 29, 2024	BUY	$472.6 - $545.42 $620,051 - $715,591	1,312 Added 4.79%	28,715 $14.2 Million
Q4 2023 Feb 01, 2024	BUY	$509.47 - $552.97 $304,663 - $330,676	598 Added 2.23%	27,403 $14.4 Million
Q3 2023 Oct 30, 2023	BUY	$447.75 - $510.93 $199,248 - $227,363	445 Added 1.69%	26,805 $13.5 Million
Q2 2023 Jul 19, 2023	BUY	$458.49 - $526.23 $205,862 - $236,277	449 Added 1.73%	26,360 $12.7 Million
Q1 2023 May 03, 2023	BUY	$460.33 - $518.33 $296,912 - $334,322	645 Added 2.55%	25,911 $12.2 Million
Q4 2022 Feb 06, 2023	BUY	$498.86 - $555.15 $94,783 - $105,478	190 Added 0.76%	25,266 $13.4 Million
Q3 2022 Nov 10, 2022	BUY	$501.24 - $549.95 $260,644 - $285,974	520 Added 2.12%	25,076 $12.7 Million
Q2 2022 Aug 09, 2022	SELL	$452.06 - $546.01 $1.86 Million - $2.25 Million	-4,120 Reduced 14.37%	24,556 $12.6 Million
Q1 2022 May 10, 2022	BUY	$455.89 - $520.82 $602,230 - $688,003	1,321 Added 4.83%	28,676 $14.6 Million
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $202,793 - $264,923	524 Added 1.95%	27,355 $10.1 Million
Q3 2021 Nov 15, 2021	SELL	$390.74 - $429.71 $354,401 - $389,746	-907 Reduced 3.27%	26,831 $10.5 Million
Q2 2021 Aug 10, 2021	SELL	$364.37 - $420.89 $226,273 - $261,372	-621 Reduced 2.19%	27,738 $11.1 Million
Q1 2021 May 17, 2021	BUY	$324.34 - $379.06 $58,381 - $68,230	180 Added 0.64%	28,359 $10.5 Million
Q4 2020 Feb 08, 2021	BUY	$303.68 - $356.82 $134,530 - $158,071	443 Added 1.6%	28,179 $9.88 Million
Q3 2020 Nov 10, 2020	BUY	$291.16 - $323.7 $243,409 - $270,613	836 Added 3.11%	27,736 $8.65 Million
Q2 2020 Aug 10, 2020	BUY	$229.49 - $311.85 $3.37 Million - $4.58 Million	14,692 Added 120.35%	26,900 $7.94 Million
Q1 2020 Apr 23, 2020	BUY	$194.86 - $305.31 $47,740 - $74,800	245 Added 2.05%	12,208 $3 Million
Q4 2019 Feb 12, 2020	BUY	$215.36 - $295.97 $2.58 Million - $3.54 Million	11,963 New	11,963 $3.52 Million

Others Institutions Holding UNH

# of Institutions

4,085

Shares Held

797M

Call Options Held

9.4M

Put Options Held

8.18M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $284B
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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Marks Group Wealth Management, Inc Unitedhealth Group Inc Transaction History