A detailed history of Ridgecrest Wealth Partners, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 1,052 shares of UNH stock, worth $532,669. This represents 0.32% of its overall portfolio holdings.

Number of Shares
1,052
Previous 879 19.68%
Holding current value
$532,669
Previous $447,000 37.58%
% of portfolio
0.32%
Previous 0.27%

Shares

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

Nov 04, 2024

BUY
$488.01 - $604.18 $84,425 - $104,523
173 Added 19.68%
1,052 $615,000
Q2 2024

Aug 05, 2024

SELL
$439.2 - $524.63 $1,756 - $2,098
-4 Reduced 0.45%
879 $447,000
Q1 2024

Apr 17, 2024

BUY
$472.6 - $545.42 $472 - $545
1 Added 0.11%
883 $436,000
Q4 2023

Jan 09, 2024

SELL
$509.47 - $552.97 $4,585 - $4,976
-9 Reduced 1.01%
882 $464,000
Q3 2023

Oct 25, 2023

SELL
$447.75 - $510.93 $7,611 - $8,685
-17 Reduced 1.87%
891 $449,000
Q2 2023

Jul 31, 2023

BUY
$458.49 - $526.23 $33,011 - $37,888
72 Added 8.61%
908 $436,000
Q1 2023

Apr 24, 2023

BUY
$460.33 - $518.33 $55,239 - $62,199
120 Added 16.76%
836 $395,000
Q3 2022

Oct 20, 2022

SELL
$501.24 - $549.95 $2,004 - $2,199
-4 Reduced 0.56%
716 $362,000
Q2 2022

Jul 29, 2022

SELL
$452.06 - $546.01 $11,301 - $13,650
-25 Reduced 3.36%
720 $370,000
Q1 2022

Apr 26, 2022

SELL
$455.89 - $520.82 $7,294 - $8,333
-16 Reduced 2.1%
745 $380,000
Q4 2021

Jan 19, 2022

SELL
$387.01 - $505.58 $8,514 - $11,122
-22 Reduced 2.81%
761 $382,000
Q3 2021

Nov 03, 2021

SELL
$390.74 - $429.71 $18,364 - $20,196
-47 Reduced 5.66%
783 $306,000
Q2 2021

Jul 21, 2021

BUY
$364.37 - $420.89 $8,744 - $10,101
24 Added 2.98%
830 $332,000
Q1 2021

May 19, 2021

BUY
$324.34 - $379.06 $261,418 - $305,522
806 New
806 $300,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $474B
  • 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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