A detailed history of Mbm Wealth Consultants, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 2,812 shares of UNH stock, worth $1.7 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
2,812
Previous 2,686 4.69%
Holding current value
$1.7 Million
Previous $1.37 Million 20.26%
% of portfolio
0.54%
Previous 0.47%

Shares

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

Oct 07, 2024

BUY
$488.01 - $604.18 $61,489 - $76,126
126 Added 4.69%
2,812 $1.64 Million
Q2 2024

Jul 30, 2024

BUY
$439.2 - $524.63 $123,415 - $147,421
281 Added 11.68%
2,686 $1.37 Million
Q1 2024

Apr 18, 2024

BUY
$472.6 - $545.42 $56,712 - $65,450
120 Added 5.25%
2,405 $1.19 Million
Q4 2023

Jan 30, 2024

BUY
$509.47 - $552.97 $70,816 - $76,862
139 Added 6.48%
2,285 $1.2 Million
Q3 2023

Oct 19, 2023

BUY
$447.75 - $510.93 $89,997 - $102,696
201 Added 10.33%
2,146 $1.08 Million
Q2 2023

Jul 24, 2023

BUY
$458.49 - $526.23 $104,535 - $119,980
228 Added 13.28%
1,945 $934,000
Q4 2022

Feb 15, 2023

SELL
$498.86 - $555.15 $13,469 - $14,989
-27 Reduced 1.55%
1,717 $891,000
Q3 2022

Oct 24, 2022

BUY
$501.24 - $549.95 $91,225 - $100,090
182 Added 11.65%
1,744 $899,000
Q2 2022

Aug 15, 2022

SELL
$452.06 - $546.01 $88,151 - $106,471
-195 Reduced 11.1%
1,562 $802,000
Q1 2022

May 16, 2022

BUY
$455.89 - $520.82 $23,250 - $26,561
51 Added 2.99%
1,757 $896,000
Q4 2021

Feb 15, 2022

BUY
$387.01 - $505.58 $3,483 - $4,550
9 Added 0.53%
1,706 $857,000
Q3 2021

Nov 16, 2021

BUY
$390.74 - $429.71 $10,940 - $12,031
28 Added 1.68%
1,697 $663,000
Q2 2021

Aug 13, 2021

BUY
$364.37 - $420.89 $23,684 - $27,357
65 Added 4.05%
1,669 $669,000
Q1 2021

May 10, 2021

SELL
$324.34 - $379.06 $34,055 - $39,801
-105 Reduced 6.14%
1,604 $597,000
Q4 2020

Feb 09, 2021

SELL
$303.68 - $356.82 $34,315 - $40,320
-113 Reduced 6.2%
1,709 $600,000
Q3 2020

Nov 12, 2020

BUY
$291.16 - $323.7 $15,431 - $17,156
53 Added 3.0%
1,822 $568,000
Q2 2020

Aug 07, 2020

SELL
$229.49 - $311.85 $160,872 - $218,606
-701 Reduced 28.38%
1,769 $522,000
Q1 2020

May 13, 2020

BUY
$194.86 - $305.31 $17,342 - $27,172
89 Added 3.74%
2,470 $616,000
Q4 2019

Feb 11, 2020

SELL
$215.36 - $295.97 $21,751 - $29,892
-101 Reduced 4.07%
2,381 $699,000
Q3 2019

Oct 30, 2019

BUY
$215.26 - $266.65 $5,812 - $7,199
27 Added 1.1%
2,482 $539,000
Q2 2019

Jul 30, 2019

BUY
$216.84 - $252.28 $11,492 - $13,370
53 Added 2.21%
2,455 $603,000
Q1 2019

Apr 25, 2019

BUY
$236.02 - $271.13 $2,124 - $2,440
9 Added 0.38%
2,402 $594,000
Q4 2018

Feb 13, 2019

BUY
$232.94 - $286.33 $557,425 - $685,187
2,393 New
2,393 $596,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $567B
  • 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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