A detailed history of Mission Wealth Management, LP transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Mission Wealth Management, LP holds 25,049 shares of UNH stock, worth $12.8 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
25,049
Previous 20,795 20.46%
Holding current value
$12.8 Million
Previous $10.9 Million 13.19%
% of portfolio
0.33%
Previous 0.36%

Shares

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

Apr 30, 2024

BUY
$472.6 - $545.42 $2.01 Million - $2.32 Million
4,254 Added 20.46%
25,049 $12.4 Million
Q4 2023

Feb 05, 2024

SELL
$509.47 - $552.97 $273,075 - $296,391
-536 Reduced 2.51%
20,795 $10.9 Million
Q3 2023

Oct 23, 2023

SELL
$447.75 - $510.93 $438,347 - $500,200
-979 Reduced 4.39%
21,331 $10.8 Million
Q2 2023

Aug 04, 2023

SELL
$458.49 - $526.23 $165,514 - $189,969
-361 Reduced 1.59%
22,310 $10.7 Million
Q1 2023

Apr 07, 2023

BUY
$460.33 - $518.33 $214,513 - $241,541
466 Added 2.1%
22,671 $10.7 Million
Q4 2022

Feb 02, 2023

BUY
$498.86 - $555.15 $485,390 - $540,160
973 Added 4.58%
22,205 $11.8 Million
Q3 2022

Oct 12, 2022

SELL
$501.24 - $549.95 $154,883 - $169,934
-309 Reduced 1.43%
21,232 $10.7 Million
Q2 2022

Jul 27, 2022

BUY
$452.06 - $546.01 $1.7 Million - $2.06 Million
3,764 Added 21.17%
21,541 $11.1 Million
Q1 2022

Apr 25, 2022

SELL
$455.89 - $520.82 $1.07 Million - $1.22 Million
-2,338 Reduced 11.62%
17,777 $9.07 Million
Q4 2021

Feb 11, 2022

BUY
$387.01 - $505.58 $2.1 Million - $2.74 Million
5,416 Added 36.85%
20,115 $10.1 Million
Q3 2021

Nov 05, 2021

BUY
$390.74 - $429.71 $2.66 Million - $2.92 Million
6,795 Added 85.97%
14,699 $5.74 Million
Q2 2021

Aug 10, 2021

BUY
$364.37 - $420.89 $7,651 - $8,838
21 Added 0.27%
7,904 $3.17 Million
Q1 2021

May 10, 2021

BUY
$324.34 - $379.06 $289,311 - $338,121
892 Added 12.76%
7,883 $2.93 Million
Q4 2020

Jan 19, 2021

BUY
$303.68 - $356.82 $138,174 - $162,353
455 Added 6.96%
6,991 $2.45 Million
Q3 2020

Oct 16, 2020

BUY
$291.16 - $323.7 $293,198 - $325,965
1,007 Added 18.21%
6,536 $2.04 Million
Q2 2020

Aug 03, 2020

SELL
$229.49 - $311.85 $249,455 - $338,980
-1,087 Reduced 16.43%
5,529 $1.63 Million
Q1 2020

Apr 10, 2020

BUY
$194.86 - $305.31 $30,982 - $48,544
159 Added 2.46%
6,616 $1.65 Million
Q4 2019

Jan 21, 2020

BUY
$215.36 - $295.97 $627,343 - $862,160
2,913 Added 82.2%
6,457 $1.9 Million
Q3 2019

Oct 16, 2019

BUY
$215.26 - $266.65 $52,953 - $65,595
246 Added 7.46%
3,544 $770,000
Q2 2019

Aug 09, 2019

SELL
$216.84 - $252.28 $54,210 - $63,070
-250 Reduced 7.05%
3,298 $805,000
Q1 2019

May 14, 2019

BUY
$236.02 - $271.13 $342,701 - $393,680
1,452 Added 69.27%
3,548 $877,000
Q4 2018

Feb 08, 2019

BUY
$232.94 - $286.33 $5,357 - $6,585
23 Added 1.11%
2,096 $522,000
Q3 2018

Nov 01, 2018

BUY
$246.98 - $269.65 $10,126 - $11,055
41 Added 2.02%
2,073 $551,000
Q2 2018

Aug 08, 2018

BUY
$217.2 - $255.98 $85,359 - $100,600
393 Added 23.98%
2,032 $498,000
Q1 2018

May 04, 2018

SELL
$212.55 - $248.47 $15,728 - $18,386
-74 Reduced 4.32%
1,639 $351,000
Q4 2017

Feb 09, 2018

SELL
$192.52 - $228.17 $98,762 - $117,051
-513 Reduced 23.05%
1,713 $378,000
Q3 2017

Nov 13, 2017

SELL
$190.82 - $199.75 $13,548 - $14,182
-71 Reduced 3.09%
2,226 $436,000
Q2 2017

Aug 11, 2017

BUY
N/A
2,297
2,297 $426,000

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
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