Schwarz Dygos Wheeler Investment Advisors LLC Unitedhealth Group Inc Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

$369 Million
Q2 2024

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 12,975 shares of UNH stock, worth $7.24 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares

12,975

Previous 13,106 1.0%

Holding current value

$7.24 Million

Previous $6.48 Million 1.91%

% of portfolio

1.79%

Previous 1.83%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$439.2 - $524.63 $57,535 - $68,726	-131 Reduced 1.0%	12,975 $6.61 Million
Q1 2024 May 03, 2024	SELL	$472.6 - $545.42 $165,882 - $191,442	-351 Reduced 2.61%	13,106 $6.48 Million
Q4 2023 Feb 02, 2024	SELL	$509.47 - $552.97 $738,731 - $801,806	-1,450 Reduced 9.73%	13,457 $7.08 Million
Q3 2023 Nov 03, 2023	BUY	$447.75 - $510.93 $13,880 - $15,838	31 Added 0.21%	14,907 $7.52 Million
Q2 2023 Aug 11, 2023	BUY	$458.49 - $526.23 $38,513 - $44,203	84 Added 0.57%	14,876 $7.15 Million
Q1 2023 Apr 27, 2023	BUY	$460.33 - $518.33 $141,781 - $159,645	308 Added 2.13%	14,792 $6.99 Million
Q4 2022 Feb 08, 2023	SELL	$498.86 - $555.15 $137,685 - $153,221	-276 Reduced 1.87%	14,484 $7.68 Million
Q3 2022 Nov 04, 2022	SELL	$501.24 - $549.95 $1,002 - $1,099	-2 Reduced 0.01%	14,760 $7.46 Million
Q2 2022 Aug 09, 2022	BUY	$452.06 - $546.01 $1.19 Million - $1.44 Million	2,631 Added 21.69%	14,762 $7.58 Million
Q1 2022 May 11, 2022	BUY	$455.89 - $520.82 $98,928 - $113,017	217 Added 1.82%	12,131 $6.19 Million
Q4 2021 Feb 08, 2022	SELL	$387.01 - $505.58 $107,588 - $140,551	-278 Reduced 2.28%	11,914 $5.98 Million
Q3 2021 Oct 21, 2021	BUY	$390.74 - $429.71 $9,768 - $10,742	25 Added 0.21%	12,192 $4.76 Million
Q2 2021 Jul 28, 2021	BUY	$364.37 - $420.89 $18,582 - $21,465	51 Added 0.42%	12,167 $4.87 Million
Q1 2021 May 07, 2021	BUY	$324.34 - $379.06 $166,386 - $194,457	513 Added 4.42%	12,116 $4.51 Million
Q4 2020 Feb 12, 2021	SELL	$303.68 - $356.82 $81,386 - $95,627	-268 Reduced 2.26%	11,603 $4.07 Million
Q3 2020 Nov 03, 2020	SELL	$291.16 - $323.7 $24,457 - $27,190	-84 Reduced 0.7%	11,871 $3.7 Million
Q2 2020 Jul 15, 2020	BUY	$229.49 - $311.85 $4,589 - $6,237	20 Added 0.17%	11,955 $3.58 Million
Q1 2020 Apr 14, 2020	BUY	$194.86 - $305.31 $35,659 - $55,871	183 Added 1.56%	11,935 $2.98 Million
Q4 2019 Jan 09, 2020	SELL	$215.36 - $295.97 $9,475 - $13,022	-44 Reduced 0.37%	11,752 $3.46 Million
Q3 2019 Nov 15, 2019	BUY	$215.26 - $266.65 $33,795 - $41,864	157 Added 1.35%	11,796 $2.56 Million
Q2 2019 Nov 15, 2019	BUY	$216.84 - $252.28 $145,933 - $169,784	673 Added 6.14%	11,639 $2.84 Million
Q1 2019 Nov 15, 2019	BUY	$236.02 - $271.13 $25,726 - $29,553	109 Added 1.0%	10,966 $2.71 Million
Q4 2018 Nov 15, 2019	BUY	$232.94 - $286.33 $2.53 Million - $3.11 Million	10,857 New	10,857 $2.71 Million

Others Institutions Holding UNH

# of Institutions

3,806

Shares Held

788M

Call Options Held

5.85M

Put Options Held

5.63M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $522B
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 Schwarz Dygos Wheeler Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwarz Dygos Wheeler Investment Advisors LLC with notifications on news.

Account

Schwarz Dygos Wheeler Investment Advisors LLC Unitedhealth Group Inc Transaction History