A detailed history of Sonoma Private Wealth LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 1,597 shares of UNH stock, worth $931,945. This represents 1.32% of its overall portfolio holdings.

Number of Shares
1,597
Previous 1,653 3.39%
Holding current value
$931,945
Previous $818 Million 0.54%
% of portfolio
1.32%
Previous 1.32%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$439.2 - $524.63 $24,595 - $29,379
-56 Reduced 3.39%
1,597 $813 Million
Q1 2024

May 09, 2024

BUY
$472.6 - $545.42 $54,821 - $63,268
116 Added 7.55%
1,653 $818 Million
Q4 2023

Feb 12, 2024

SELL
$509.47 - $552.97 $77,439 - $84,051
-152 Reduced 9.0%
1,537 $809 Million
Q3 2023

Oct 30, 2023

SELL
$447.75 - $510.93 $39,402 - $44,961
-88 Reduced 4.95%
1,689 $852 Million
Q2 2023

Aug 14, 2023

SELL
$458.49 - $526.23 $8,252 - $9,472
-18 Reduced 1.0%
1,777 $854 Million
Q1 2023

May 10, 2023

SELL
$460.33 - $518.33 $2,761 - $3,109
-6 Reduced 0.33%
1,795 $848 Million
Q4 2022

Feb 13, 2023

BUY
$498.86 - $555.15 $898,446 - $999,825
1,801 New
1,801 $955 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 $546B
  • 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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