A detailed history of Phillips Wealth Planners LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 2,650 shares of UNH stock, worth $1.35 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
2,650
Previous 2,530 4.74%
Holding current value
$1.35 Million
Previous $1.27 Billion 19.47%
% of portfolio
1.45%
Previous 1.34%

Shares

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

Oct 28, 2024

BUY
$488.01 - $604.18 $58,561 - $72,501
120 Added 4.74%
2,650 $1.51 Billion
Q2 2024

Aug 02, 2024

BUY
$439.2 - $524.63 $28,987 - $34,625
66 Added 2.68%
2,530 $1.27 Billion
Q1 2024

Apr 29, 2024

BUY
$472.6 - $545.42 $29,773 - $34,361
63 Added 2.62%
2,464 $1.16 Billion
Q4 2023

Feb 12, 2024

SELL
$509.47 - $552.97 $20,888 - $22,671
-41 Reduced 1.68%
2,401 $1.24 Billion
Q3 2023

Oct 30, 2023

SELL
$447.75 - $510.93 $6,716 - $7,663
-15 Reduced 0.61%
2,442 $1.3 Billion
Q2 2023

Jul 26, 2023

SELL
$458.49 - $526.23 $164,139 - $188,390
-358 Reduced 12.72%
2,457 $1.18 Billion
Q1 2023

May 15, 2023

SELL
$460.33 - $518.33 $9,666 - $10,884
-21 Reduced 0.74%
2,815 $1.4 Billion
Q4 2022

Feb 14, 2023

BUY
$498.86 - $555.15 $1.41 Million - $1.57 Million
2,836 New
2,836 $1.4 Billion

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $478B
  • 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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