A detailed history of Modern Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Modern Wealth Management, LLC holds 6,996 shares of UNH stock, worth $2.13 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,996
Previous 6,959 0.53%
Holding current value
$2.13 Million
Previous $3.64 Billion 99.9%
% of portfolio
0.12%
Previous 0.12%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 30, 2025

BUY
$461.52 - $548.18 $17,076 - $20,282
37 Added 0.53%
6,996 $3.66 Million
Q1 2025

May 15, 2025

BUY
$461.52 - $548.18 $66,920 - $79,486
145 Added 2.13%
6,959 $3.64 Billion
Q4 2024

May 30, 2025

SELL
$485.52 - $625.25 $91,763 - $118,172
-189 Reduced 2.72%
6,770 $3.42 Million
Q4 2024

May 29, 2025

SELL
$485.52 - $625.25 $91,763 - $118,172
-189 Reduced 2.72%
6,770 $3.42 Million
Q4 2024

Feb 11, 2025

BUY
$485.52 - $625.25 $176,243 - $226,965
363 Added 5.63%
6,814 $3.63 Billion
Q3 2024

May 30, 2025

SELL
$488.01 - $604.18 $247,909 - $306,923
-508 Reduced 7.3%
6,451 $3.77 Million
Q3 2024

May 29, 2025

SELL
$488.01 - $604.18 $247,909 - $306,923
-508 Reduced 7.3%
6,451 $3.77 Million
Q3 2024

Nov 05, 2024

BUY
$488.01 - $604.18 $186,907 - $231,400
383 Added 6.31%
6,451 $3.77 Billion
Q2 2024

May 29, 2025

SELL
$439.2 - $524.63 $390,888 - $466,920
-890 Reduced 12.79%
6,069 $3.09 Million
Q2 2024

Aug 07, 2024

BUY
$439.2 - $524.63 $168,213 - $200,933
383 Added 6.74%
6,068 $3.09 Billion
Q1 2024

May 28, 2025

SELL
$472.6 - $545.42 $777,427 - $897,215
-1,645 Reduced 23.64%
5,314 $2.63 Billion
Q1 2024

May 13, 2024

BUY
$472.6 - $545.42 $2.17 Million - $2.51 Million
4,593 Added 420.6%
5,685 $2.92 Billion
Q4 2023

May 28, 2025

SELL
$509.47 - $552.97 $2.97 Million - $3.22 Million
-5,821 Reduced 83.65%
1,138 $599 Million
Q4 2023

Feb 14, 2024

BUY
$509.47 - $552.97 $556,341 - $603,843
1,092 New
1,092 $575 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $285B
  • 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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