A detailed history of Segment Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Segment Wealth Management, LLC holds 29,827 shares of UNH stock, worth $15.2 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
29,827
Previous 29,185 2.2%
Holding current value
$15.2 Million
Previous $15.4 Million 3.97%
% of portfolio
1.14%
Previous 1.37%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

BUY
$472.6 - $545.42 $303,409 - $350,159
642 Added 2.2%
29,827 $14.8 Million
Q4 2023

Jan 25, 2024

BUY
$509.47 - $552.97 $555,322 - $602,737
1,090 Added 3.88%
29,185 $15.4 Million
Q3 2023

Oct 24, 2023

BUY
$447.75 - $510.93 $568,642 - $648,881
1,270 Added 4.73%
28,095 $14.2 Million
Q2 2023

Jul 21, 2023

SELL
$458.49 - $526.23 $132,045 - $151,554
-288 Reduced 1.06%
26,825 $12.9 Million
Q1 2023

Apr 19, 2023

BUY
$460.33 - $518.33 $146,384 - $164,828
318 Added 1.19%
27,113 $12.8 Million
Q4 2022

Jan 13, 2023

BUY
$498.86 - $555.15 $180,587 - $200,964
362 Added 1.37%
26,795 $0
Q3 2022

Oct 24, 2022

BUY
$501.24 - $549.95 $100,749 - $110,539
201 Added 0.77%
26,433 $13.4 Million
Q2 2022

Jul 20, 2022

BUY
$452.06 - $546.01 $326,839 - $394,765
723 Added 2.83%
26,232 $13.5 Million
Q1 2022

Apr 25, 2022

BUY
$455.89 - $520.82 $516,979 - $590,609
1,134 Added 4.65%
25,509 $13 Million
Q4 2021

Jan 24, 2022

BUY
$387.01 - $505.58 $287,548 - $375,645
743 Added 3.14%
24,375 $12.2 Million
Q3 2021

Oct 19, 2021

BUY
$390.74 - $429.71 $118,394 - $130,202
303 Added 1.3%
23,632 $9.23 Million
Q2 2021

Jul 20, 2021

BUY
$364.37 - $420.89 $229,917 - $265,581
631 Added 2.78%
23,329 $9.34 Million
Q1 2021

May 10, 2021

SELL
$324.34 - $379.06 $382,396 - $446,911
-1,179 Reduced 4.94%
22,698 $8.45 Million
Q4 2020

Jan 27, 2021

SELL
$303.68 - $356.82 $362,897 - $426,399
-1,195 Reduced 4.77%
23,877 $8.37 Million
Q3 2020

Oct 27, 2020

BUY
$291.16 - $323.7 $138,301 - $153,757
475 Added 1.93%
25,072 $7.82 Million
Q2 2020

Jul 15, 2020

BUY
$229.49 - $311.85 $74,584 - $101,351
325 Added 1.34%
24,597 $7.26 Million
Q1 2020

Apr 24, 2020

BUY
$194.86 - $305.31 $73,462 - $115,101
377 Added 1.58%
24,272 $6.05 Million
Q4 2019

Jan 23, 2020

BUY
$215.36 - $295.97 $125,124 - $171,958
581 Added 2.49%
23,895 $7.03 Million
Q3 2019

Oct 22, 2019

BUY
$215.26 - $266.65 $112,796 - $139,724
524 Added 2.3%
23,314 $5.07 Million
Q2 2019

Jul 29, 2019

BUY
$216.84 - $252.28 $148,318 - $172,559
684 Added 3.09%
22,790 $5.56 Million
Q1 2019

Apr 30, 2019

BUY
$236.02 - $271.13 $93,227 - $107,096
395 Added 1.82%
22,106 $5.47 Million
Q4 2018

Jan 31, 2019

BUY
$232.94 - $286.33 $58,002 - $71,296
249 Added 1.16%
21,711 $5.41 Million
Q3 2018

Nov 07, 2018

BUY
$246.98 - $269.65 $41,492 - $45,301
168 Added 0.79%
21,462 $5.71 Million
Q2 2018

Jul 17, 2018

BUY
$217.2 - $255.98 $43,222 - $50,940
199 Added 0.94%
21,294 $5.23 Million
Q1 2018

Apr 30, 2018

BUY
$212.55 - $248.47 $62,277 - $72,801
293 Added 1.41%
21,095 $4.51 Million
Q4 2017

Jan 23, 2018

BUY
$192.52 - $228.17 $59,296 - $70,276
308 Added 1.5%
20,802 $4.59 Million
Q3 2017

Oct 26, 2017

BUY
$190.82 - $199.75 $394,234 - $412,683
2,066 Added 11.21%
20,494 $4.01 Million
Q2 2017

Aug 11, 2017

BUY
N/A
18,428
18,428 $3.42 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 $476B
  • 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 Segment Wealth Management, LLC Portfolio

Follow Segment Wealth Management, 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 Segment Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Segment Wealth Management, LLC with notifications on news.