A detailed history of Measured Wealth Private Client Group, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 2,579 shares of UNH stock, worth $1.31 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
2,579
Previous 2,549 1.18%
Holding current value
$1.31 Million
Previous $1.34 Million 4.92%
% of portfolio
0.45%
Previous 0.5%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

BUY
$472.6 - $545.42 $14,178 - $16,362
30 Added 1.18%
2,579 $1.28 Million
Q4 2023

Feb 06, 2024

BUY
$509.47 - $552.97 $2,547 - $2,764
5 Added 0.2%
2,549 $1.34 Million
Q3 2023

Oct 18, 2023

SELL
$447.75 - $510.93 $57,759 - $65,909
-129 Reduced 4.83%
2,544 $1.28 Million
Q2 2023

Jul 20, 2023

SELL
$458.49 - $526.23 $2,750 - $3,157
-6 Reduced 0.22%
2,673 $1.28 Million
Q1 2023

May 01, 2023

SELL
$460.33 - $518.33 $91,605 - $103,147
-199 Reduced 6.91%
2,679 $1.27 Million
Q4 2022

Jan 23, 2023

SELL
$498.86 - $555.15 $144,669 - $160,993
-290 Reduced 9.15%
2,878 $0
Q3 2022

Oct 27, 2022

SELL
$501.24 - $549.95 $79,195 - $86,892
-158 Reduced 4.75%
3,168 $1.6 Million
Q2 2022

Jul 25, 2022

BUY
$452.06 - $546.01 $85,891 - $103,741
190 Added 6.06%
3,326 $1.71 Million
Q1 2022

May 03, 2022

BUY
$455.89 - $520.82 $66,559 - $76,039
146 Added 4.88%
3,136 $1.6 Million
Q4 2021

Jan 28, 2022

SELL
$387.01 - $505.58 $6,579 - $8,594
-17 Reduced 0.57%
2,990 $1.5 Million
Q3 2021

Nov 01, 2021

SELL
$390.74 - $429.71 $64,472 - $70,902
-165 Reduced 5.2%
3,007 $1.18 Million
Q2 2021

Aug 05, 2021

BUY
$364.37 - $420.89 $255,423 - $295,043
701 Added 28.37%
3,172 $1.27 Million
Q1 2021

May 04, 2021

BUY
$324.34 - $379.06 $89,517 - $104,620
276 Added 12.57%
2,471 $919,000
Q4 2020

Jan 20, 2021

SELL
$303.68 - $356.82 $178,260 - $209,453
-587 Reduced 21.1%
2,195 $770,000
Q3 2020

Oct 15, 2020

BUY
$291.16 - $323.7 $446,057 - $495,908
1,532 Added 122.56%
2,782 $867,000
Q2 2020

Aug 03, 2020

BUY
$229.49 - $311.85 $286,862 - $389,812
1,250 New
1,250 $369,000
Q1 2020

Apr 22, 2020

SELL
$194.86 - $305.31 $170,697 - $267,451
-876 Closed
0 $0
Q4 2019

Jan 15, 2020

BUY
$215.36 - $295.97 $188,655 - $259,269
876 New
876 $258,000
Q3 2019

Oct 11, 2019

SELL
$215.26 - $266.65 $326,118 - $403,974
-1,515 Closed
0 $0
Q2 2019

Jul 26, 2019

SELL
$216.84 - $252.28 $37,513 - $43,644
-173 Reduced 10.25%
1,515 $370,000
Q1 2019

May 07, 2019

BUY
$236.02 - $271.13 $398,401 - $457,667
1,688 New
1,688 $417,000
Q4 2018

Feb 07, 2019

SELL
$232.94 - $286.33 $241,558 - $296,924
-1,037 Closed
0 $0
Q3 2018

Nov 14, 2018

BUY
$246.98 - $269.65 $1,234 - $1,348
5 Added 0.48%
1,037 $275,000
Q2 2018

Aug 14, 2018

BUY
$217.2 - $255.98 $224,150 - $264,171
1,032 New
1,032 $253,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $476B
  • 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

Track Measured Wealth Private Client Group, LLC Portfolio

Follow Measured Wealth Private Client Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Measured Wealth Private Client Group, LLC with notifications on news.