Prestige Wealth Management Group LLC Unitedhealth Group Inc Transaction History

Prestige Wealth Management Group LLC

$447 Million
Q1 2025

A detailed history of Prestige Wealth Management Group LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 3,664 shares of UNH stock, worth $1.1 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

3,664

Previous 3,648 0.44%

Holding current value

$1.1 Million

Previous $1.85 Million 4.01%

% of portfolio

0.43%

Previous 0.4%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$461.52 - $548.18 $7,384 - $8,770	16 Added 0.44%	3,664 $1.92 Million
Q4 2024 Feb 11, 2025	SELL	$485.52 - $625.25 $216,541 - $278,861	-446 Reduced 10.89%	3,648 $1.85 Million
Q3 2024 Nov 14, 2024	SELL	$488.01 - $604.18 $5,856 - $7,250	-12 Reduced 0.29%	4,094 $2.39 Million
Q2 2024 Aug 06, 2024	SELL	$439.2 - $524.63 $74,664 - $89,187	-170 Reduced 3.98%	4,106 $2.09 Million
Q1 2024 Apr 26, 2024	BUY	$472.6 - $545.42 $206,998 - $238,893	438 Added 11.41%	4,276 $2.12 Million
Q4 2023 Apr 26, 2024	BUY	$509.47 - $552.97 $105,969 - $115,017	208 Added 5.73%	3,838 $2.02 Million
Q4 2023 Feb 08, 2024	BUY	$509.47 - $552.97 $105,969 - $115,017	208 Added 5.73%	3,838 $2.02 Million
Q3 2023 Apr 26, 2024	BUY	$447.75 - $510.93 $27,312 - $31,166	61 Added 1.71%	3,630 $1.83 Million
Q3 2023 Nov 13, 2023	BUY	$447.75 - $510.93 $27,312 - $31,166	61 Added 1.71%	3,630 $1.83 Million
Q2 2023 Apr 26, 2024	SELL	$458.49 - $526.23 $1.2 Million - $1.38 Million	-2,618 Reduced 42.31%	3,569 $1.72 Million
Q2 2023 Aug 11, 2023	SELL	$458.49 - $526.23 $1.2 Million - $1.38 Million	-2,618 Reduced 42.31%	3,569 $1.72 Million
Q1 2023 Apr 26, 2024	BUY	$460.33 - $518.33 $879,690 - $990,528	1,911 Added 44.69%	6,187 $2.92 Million
Q1 2023 May 16, 2023	BUY	$460.33 - $518.33 $1.27 Million - $1.43 Million	2,759 Added 80.48%	6,187 $2.92 Million
Q4 2022 Feb 07, 2023	SELL	$498.86 - $555.15 $1.1 Million - $1.22 Million	-2,203 Reduced 39.12%	3,428 $1.82 Million
Q3 2022 Nov 01, 2022	BUY	$501.24 - $549.95 $167,414 - $183,683	334 Added 6.31%	5,631 $2.84 Million
Q2 2022 Aug 10, 2022	BUY	$452.06 - $546.01 $176,755 - $213,489	391 Added 7.97%	5,297 $2.72 Million
Q1 2022 May 05, 2022	BUY	$455.89 - $520.82 $993,840 - $1.14 Million	2,180 Added 79.97%	4,906 $2.5 Million
Q4 2021 Feb 15, 2022	BUY	$387.01 - $505.58 $30,573 - $39,940	79 Added 2.98%	2,726 $1.37 Million
Q3 2021 Nov 12, 2021	BUY	$390.74 - $429.71 $111,360 - $122,467	285 Added 12.07%	2,647 $1.04 Million
Q2 2021 Aug 12, 2021	BUY	$364.37 - $420.89 $118,055 - $136,368	324 Added 15.9%	2,362 $946,000
Q1 2021 May 13, 2021	BUY	$324.34 - $379.06 $39,245 - $45,866	121 Added 6.31%	2,038 $759,000
Q4 2020 Feb 17, 2021	BUY	$303.68 - $356.82 $26,723 - $31,400	88 Added 4.81%	1,917 $672,000
Q3 2020 Oct 26, 2020	BUY	$291.16 - $323.7 $89,968 - $100,023	309 Added 20.33%	1,829 $570,000
Q2 2020 Aug 13, 2020	SELL	$229.49 - $311.85 $123,465 - $167,775	-538 Reduced 26.14%	1,520 $448,000
Q1 2020 May 15, 2020	BUY	$194.86 - $305.31 $20,070 - $31,446	103 Added 5.27%	2,058 $514,000
Q4 2019 Jan 28, 2020	BUY	$215.36 - $295.97 $74,945 - $102,997	348 Added 21.66%	1,955 $575,000
Q3 2019 Nov 14, 2019	BUY	$215.26 - $266.65 $44,989 - $55,729	209 Added 14.95%	1,607 $349,000
Q2 2019 Aug 16, 2019	SELL	$216.84 - $252.28 $4,987 - $5,802	-23 Reduced 1.62%	1,398 $341,000
Q1 2019 Aug 16, 2019	SELL	$236.02 - $271.13 $171,822 - $197,382	-728 Reduced 33.88%	1,421 $352,000
Q4 2018 Apr 16, 2019	BUY	$232.94 - $286.33 $500,588 - $615,323	2,149 New	2,149 $535,000

Others Institutions Holding UNH

# of Institutions

4,083

Shares Held

797M

Call Options Held

9.4M

Put Options Held

8.18M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $282B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Prestige Wealth Management Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prestige Wealth Management Group LLC with notifications on news.

Account

Prestige Wealth Management Group LLC Unitedhealth Group Inc Transaction History