A detailed history of Monterey Private Wealth, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 1,051 shares of UNH stock, worth $621,004. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,051
Previous 1,048 0.29%
Holding current value
$621,004
Previous $533,000 15.2%
% of portfolio
0.21%
Previous 0.2%

Shares

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

Oct 03, 2024

BUY
$488.01 - $604.18 $1,464 - $1,812
3 Added 0.29%
1,051 $614,000
Q2 2024

Jul 08, 2024

BUY
$439.2 - $524.63 $146,692 - $175,226
334 Added 46.78%
1,048 $533,000
Q1 2024

Apr 09, 2024

BUY
$472.6 - $545.42 $2,835 - $3,272
6 Added 0.85%
714 $353,000
Q2 2023

Jul 11, 2023

BUY
$458.49 - $526.23 $9,169 - $10,524
20 Added 2.91%
708 $340,000
Q1 2023

Apr 06, 2023

SELL
$460.33 - $518.33 $37,286 - $41,984
-81 Reduced 10.53%
688 $325,000
Q4 2022

Jan 20, 2023

SELL
$498.86 - $555.15 $66,847 - $74,390
-134 Reduced 14.84%
769 $0
Q3 2022

Oct 11, 2022

SELL
$501.24 - $549.95 $21,052 - $23,097
-42 Reduced 4.44%
903 $460,000
Q2 2022

Jul 13, 2022

BUY
$452.06 - $546.01 $8,137 - $9,828
18 Added 1.94%
945 $485,000
Q1 2022

Apr 08, 2022

BUY
$455.89 - $520.82 $422,610 - $482,800
927 New
927 $483,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $553B
  • 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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