A detailed history of Shakespeare Wealth Management, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 435 shares of UNH stock, worth $263,953. This represents 0.07% of its overall portfolio holdings.

Number of Shares
435
Previous 405 7.41%
Holding current value
$263,953
Previous $206,000 23.3%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Nov 14, 2024

BUY
$488.01 - $604.18 $14,640 - $18,125
30 Added 7.41%
435 $254,000
Q2 2024

Aug 13, 2024

BUY
$439.2 - $524.63 $177,876 - $212,475
405 New
405 $206,000
Q4 2023

Feb 13, 2024

SELL
$509.47 - $552.97 $2,547 - $2,764
-5 Reduced 1.23%
402 $211,000
Q3 2023

Nov 13, 2023

BUY
$447.75 - $510.93 $182,234 - $207,948
407 New
407 $205,000
Q4 2022

Feb 13, 2023

BUY
$498.86 - $555.15 $197,049 - $219,284
395 New
395 $209,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $568B
  • 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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