A detailed history of Orgel Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 495 shares of UNH stock, worth $304,825. This represents 0.01% of its overall portfolio holdings.

Number of Shares
495
Previous 513 3.51%
Holding current value
$304,825
Previous $261,000 10.73%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2024

SELL
$488.01 - $604.18 $8,784 - $10,875
-18 Reduced 3.51%
495 $289,000
Q2 2024

Jul 22, 2024

BUY
$439.2 - $524.63 $10,101 - $12,066
23 Added 4.69%
513 $261,000
Q1 2024

Apr 15, 2024

SELL
$472.6 - $545.42 $43,951 - $50,724
-93 Reduced 15.95%
490 $242,000
Q4 2023

Jan 11, 2024

BUY
$509.47 - $552.97 $47,380 - $51,426
93 Added 18.98%
583 $306,000
Q1 2023

Apr 06, 2023

SELL
$460.33 - $518.33 $72,271 - $81,377
-157 Reduced 24.27%
490 $231,000
Q4 2022

Jan 17, 2023

SELL
$498.86 - $555.15 $39,908 - $44,412
-80 Reduced 11.0%
647 $0
Q3 2022

Oct 25, 2022

BUY
$501.24 - $549.95 $37,593 - $41,246
75 Added 11.5%
727 $367,000
Q2 2022

Jul 13, 2022

SELL
$452.06 - $546.01 $45,206 - $54,601
-100 Reduced 13.3%
652 $335,000
Q1 2022

May 10, 2022

SELL
$455.89 - $520.82 $30,544 - $34,894
-67 Reduced 8.18%
752 $383,000
Q3 2021

Oct 26, 2021

BUY
$390.74 - $429.71 $21,490 - $23,634
55 Added 7.2%
819 $320,000
Q1 2021

Apr 28, 2021

SELL
$324.34 - $379.06 $44,758 - $52,310
-138 Reduced 15.3%
764 $284,000
Q4 2020

Feb 08, 2021

BUY
$303.68 - $356.82 $45,552 - $53,523
150 Added 19.95%
902 $316,000
Q2 2020

Jul 31, 2020

BUY
$229.49 - $311.85 $172,576 - $234,511
752 New
752 $222,000
Q1 2020

Apr 28, 2020

SELL
$194.86 - $305.31 $146,534 - $229,593
-752 Closed
0 $0
Q4 2019

Jan 27, 2020

BUY
$215.36 - $295.97 $161,950 - $222,569
752 New
752 $221,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $576B
  • 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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