A detailed history of Motive Wealth Advisors transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Motive Wealth Advisors holds 665 shares of UNH stock, worth $324,526. This represents 0.2% of its overall portfolio holdings.

Number of Shares
665
Previous 441 50.79%
Holding current value
$324,526
Previous $232,000 41.38%
% of portfolio
0.2%
Previous 0.27%

Shares

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

May 06, 2024

BUY
$472.6 - $545.42 $105,862 - $122,174
224 Added 50.79%
665 $328,000
Q4 2023

Feb 13, 2024

SELL
$509.47 - $552.97 $51,456 - $55,849
-101 Reduced 18.63%
441 $232,000
Q3 2023

Nov 14, 2023

SELL
$447.75 - $510.93 $4,477 - $5,109
-10 Reduced 1.81%
542 $273,000
Q2 2023

Aug 01, 2023

SELL
$458.49 - $526.23 $55,477 - $63,673
-121 Reduced 17.98%
552 $265,000
Q1 2023

May 03, 2023

SELL
$460.33 - $518.33 $105,415 - $118,697
-229 Reduced 25.39%
673 $318,000
Q4 2022

Jan 27, 2023

BUY
$498.86 - $555.15 $42,901 - $47,742
86 Added 10.54%
902 $0
Q3 2022

Oct 21, 2022

BUY
$501.24 - $549.95 $194,481 - $213,380
388 Added 90.65%
816 $412,000
Q2 2022

Aug 03, 2022

SELL
$452.06 - $546.01 $20,794 - $25,116
-46 Reduced 9.7%
428 $220,000
Q1 2022

May 03, 2022

BUY
$455.89 - $520.82 $216,091 - $246,868
474 New
474 $241,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $456B
  • 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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