A detailed history of Montz Harcus Wealth Management LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 605 shares of UNH stock, worth $247,584. This represents 0.17% of its overall portfolio holdings.

Number of Shares
605
Holding current value
$247,584
% of portfolio
0.17%

Shares

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

Apr 21, 2025

BUY
$461.52 - $548.18 $279,219 - $331,648
605 New
605 $316,000
Q4 2023

Jan 22, 2024

SELL
$509.47 - $552.97 $6,623 - $7,188
-13 Reduced 2.9%
436 $229,000
Q3 2023

Nov 14, 2023

BUY
$447.75 - $510.93 $5,373 - $6,131
12 Added 2.75%
449 $226,000
Q2 2023

Jul 21, 2023

BUY
$458.49 - $526.23 $200,360 - $229,962
437 New
437 $210,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $383B
  • 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 Montz Harcus Wealth Management LLC Portfolio

Follow Montz Harcus Wealth Management 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 Montz Harcus Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montz Harcus Wealth Management LLC with notifications on news.