A detailed history of Sax Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 677 shares of UNH stock, worth $342,629. This represents 0.04% of its overall portfolio holdings.

Number of Shares
677
Previous 452 49.78%
Holding current value
$342,629
Previous $230,000 71.74%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Oct 17, 2024

BUY
$488.01 - $604.18 $109,802 - $135,940
225 Added 49.78%
677 $395,000
Q2 2024

Jul 12, 2024

BUY
$439.2 - $524.63 $198,518 - $237,132
452 New
452 $230,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $473B
  • 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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