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 1,048 shares of UNH stock, worth $622,941. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,048
Previous 714 46.78%
Holding current value
$622,941
Previous $353,000 50.99%
% of portfolio
0.2%
Previous 0.14%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $556B
  • 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 Monterey Private Wealth, Inc. Portfolio

Follow Monterey Private Wealth, Inc. 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 Monterey Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Monterey Private Wealth, Inc. with notifications on news.