A detailed history of Spartan Planning & Wealth Management transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 1,280 shares of UNH stock, worth $647,808. This represents 0.75% of its overall portfolio holdings.

Number of Shares
1,280
Previous 149 759.06%
Holding current value
$647,808
Previous $75,000 797.33%
% of portfolio
0.75%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024

BUY
$509.47 - $552.97 $576,210 - $625,409
1,131 Added 759.06%
1,280 $673,000
Q3 2023

Nov 17, 2023

SELL
$447.75 - $510.93 $246,710 - $281,522
-551 Reduced 78.71%
149 $75,000
Q4 2022

Feb 01, 2023

SELL
$498.86 - $555.15 $45,396 - $50,518
-91 Reduced 11.5%
700 $371,000
Q3 2022

Nov 01, 2022

BUY
$501.24 - $549.95 $11,027 - $12,098
22 Added 2.86%
791 $399,000
Q2 2022

Aug 10, 2022

BUY
$452.06 - $546.01 $174,043 - $210,213
385 Added 100.26%
769 $395,000
Q1 2022

May 16, 2022

BUY
$455.89 - $520.82 $175,061 - $199,994
384 New
384 $195,000

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
Track This Portfolio

Track Spartan Planning & Wealth Management Portfolio

Follow Spartan Planning & Wealth Management 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 Spartan Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spartan Planning & Wealth Management with notifications on news.