Strategic Family Wealth Counselors, L.L.C. Unitedhealth Group Inc Transaction History

Strategic Family Wealth Counselors, L.L.C.

$332 Million
Q2 2025

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 1,969 shares of UNH stock, worth $717,661. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,969

Previous 1,364 44.35%

Holding current value

$717,661

Previous $714,000 14.01%

% of portfolio

0.19%

Previous 0.25%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$274.35 - $599.47 $165,981 - $362,679	605 Added 44.35%	1,969 $614,000
Q1 2025 May 08, 2025	BUY	$461.52 - $548.18 $11,538 - $13,704	25 Added 1.87%	1,364 $714,000
Q4 2024 Feb 06, 2025	BUY	$485.52 - $625.25 $96,132 - $123,799	198 Added 17.35%	1,339 $677,000
Q3 2024 Oct 31, 2024	BUY	$488.01 - $604.18 $15,128 - $18,729	31 Added 2.79%	1,141 $667,000
Q1 2024 May 14, 2024	BUY	$472.6 - $545.42 $4,726 - $5,454	10 Added 0.91%	1,110 $549,000
Q4 2023 Jan 29, 2024	SELL	$509.47 - $552.97 $509 - $552	-1 Reduced 0.09%	1,100 $579,000
Q3 2022 Nov 10, 2022	SELL	$501.24 - $549.95 $9,022 - $9,899	-18 Reduced 1.61%	1,101 $556,000
Q2 2022 Aug 11, 2022	BUY	$452.06 - $546.01 $21,698 - $26,208	48 Added 4.48%	1,119 $575,000
Q1 2022 May 04, 2022	BUY	$455.89 - $520.82 $26,441 - $30,207	58 Added 5.73%	1,071 $546,000
Q3 2021 Nov 09, 2021	BUY	$390.74 - $429.71 $1,172 - $1,289	3 Added 0.3%	1,013 $396,000
Q2 2021 Jul 29, 2021	BUY	$364.37 - $420.89 $728 - $841	2 Added 0.2%	1,010 $405,000
Q1 2021 May 10, 2021	BUY	$324.34 - $379.06 $973 - $1,137	3 Added 0.3%	1,008 $375,000
Q4 2020 Feb 16, 2021	BUY	$303.68 - $356.82 $12,147 - $14,272	40 Added 4.15%	1,005 $352,000
Q3 2020 Oct 26, 2020	BUY	$291.16 - $323.7 $2,038 - $2,265	7 Added 0.73%	965 $301,000
Q1 2020 Apr 16, 2020	BUY	$194.86 - $305.31 $33,126 - $51,902	170 Added 21.57%	958 $239,000
Q4 2019 Jan 17, 2020	BUY	$215.36 - $295.97 $169,703 - $233,224	788 New	788 $232,000

Others Institutions Holding UNH

# of Institutions

3,793

Shares Held

776M

Call Options Held

40.2M

Put Options Held

33.5M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $341B
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 Strategic Family Wealth Counselors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Family Wealth Counselors, L.L.C. with notifications on news.

Account

Strategic Family Wealth Counselors, L.L.C. Unitedhealth Group Inc Transaction History