A detailed history of Private Wealth Management Group, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 219 shares of UNH stock, worth $70,193. This represents 0.02% of its overall portfolio holdings.

Number of Shares
219
Previous 352 37.78%
Holding current value
$70,193
Previous $110 Million 31.14%
% of portfolio
0.02%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025

SELL
$237.77 - $353.61 $31,623 - $47,030
-133 Reduced 37.78%
219 $75.6 Million
Q2 2025

Jul 29, 2025

BUY
$274.35 - $599.47 $5,761 - $12,588
21 Added 6.34%
352 $110 Million
Q1 2025

May 02, 2025

SELL
$461.52 - $548.18 $8,307 - $9,867
-18 Reduced 5.16%
331 $173 Million
Q4 2024

Jan 27, 2025

BUY
$485.52 - $625.25 $8,253 - $10,629
17 Added 5.12%
349 $177 Million
Q3 2024

Oct 29, 2024

SELL
$488.01 - $604.18 $2,440 - $3,020
-5 Reduced 1.48%
332 $194 Million
Q2 2024

Aug 13, 2024

SELL
$439.2 - $524.63 $16,250 - $19,411
-37 Reduced 9.89%
337 $172 Million
Q1 2024

Apr 30, 2024

SELL
$472.6 - $545.42 $11,342 - $13,090
-24 Reduced 6.03%
374 $185 Million
Q4 2023

Feb 08, 2024

BUY
$509.47 - $552.97 $202,769 - $220,082
398 New
398 $210 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $300B
  • 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

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.