A detailed history of Oakwell Private Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 536 shares of UNH stock, worth $316,706. This represents 0.09% of its overall portfolio holdings.

Number of Shares
536
Previous 551 2.72%
Holding current value
$316,706
Previous $280,000 11.79%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Nov 04, 2024

SELL
$488.01 - $604.18 $7,320 - $9,062
-15 Reduced 2.72%
536 $313,000
Q1 2024

Apr 25, 2024

SELL
$472.6 - $545.42 $2,363 - $2,727
-5 Reduced 0.9%
551 $272,000
Q4 2023

Feb 05, 2024

BUY
$509.47 - $552.97 $5,604 - $6,082
11 Added 2.02%
556 $292,000
Q1 2023

May 04, 2023

SELL
$460.33 - $518.33 $920 - $1,036
-2 Reduced 0.37%
545 $257,000
Q4 2022

Feb 01, 2023

SELL
$498.86 - $555.15 $18,956 - $21,095
-38 Reduced 6.5%
547 $290,000
Q3 2022

Oct 27, 2022

SELL
$501.24 - $549.95 $5,012 - $5,499
-10 Reduced 1.68%
585 $295,000
Q2 2022

Aug 03, 2022

BUY
$452.06 - $546.01 $17,178 - $20,748
38 Added 6.82%
595 $306,000
Q1 2022

May 03, 2022

BUY
$455.89 - $520.82 $253,930 - $290,096
557 New
557 $284,000

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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