A detailed history of Sugarloaf Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 6,764 shares of UNH stock, worth $3.42 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
6,764
Previous 6,674 1.35%
Holding current value
$3.42 Million
Previous $3.4 Million 16.36%
% of portfolio
0.8%
Previous 0.74%

Shares

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

Oct 08, 2024

BUY
$488.01 - $604.18 $43,920 - $54,376
90 Added 1.35%
6,764 $3.95 Million
Q2 2024

Jul 08, 2024

BUY
$439.2 - $524.63 $57,535 - $68,726
131 Added 2.0%
6,674 $3.4 Million
Q1 2024

Apr 23, 2024

BUY
$472.6 - $545.42 $293,484 - $338,705
621 Added 10.49%
6,543 $3.24 Million
Q4 2023

Jan 10, 2024

BUY
$509.47 - $552.97 $70,816 - $76,862
139 Added 2.4%
5,922 $3.12 Million
Q3 2023

Nov 13, 2023

BUY
$447.75 - $510.93 $95,818 - $109,339
214 Added 3.84%
5,783 $2.92 Million
Q2 2023

Jul 13, 2023

SELL
$458.49 - $526.23 $17,422 - $19,996
-38 Reduced 0.68%
5,569 $2.68 Million
Q1 2023

Apr 26, 2023

BUY
$460.33 - $518.33 $110,939 - $124,917
241 Added 4.49%
5,607 $2.65 Million
Q4 2022

Feb 03, 2023

SELL
$498.86 - $555.15 $236,958 - $263,696
-475 Reduced 8.13%
5,366 $2.85 Million
Q3 2022

Oct 11, 2022

BUY
$501.24 - $549.95 $83,707 - $91,841
167 Added 2.94%
5,841 $2.95 Million
Q2 2022

Jul 12, 2022

SELL
$452.06 - $546.01 $128,837 - $155,612
-285 Reduced 4.78%
5,674 $2.91 Million
Q1 2022

Apr 25, 2022

BUY
$455.89 - $520.82 $73,854 - $84,372
162 Added 2.79%
5,959 $3.05 Million
Q4 2021

Jan 20, 2022

BUY
$387.01 - $505.58 $51,085 - $66,736
132 Added 2.33%
5,797 $2.91 Million
Q3 2021

Oct 20, 2021

BUY
$390.74 - $429.71 $76,975 - $84,652
197 Added 3.6%
5,665 $2.21 Million
Q2 2021

Jul 20, 2021

BUY
$364.37 - $420.89 $71,052 - $82,073
195 Added 3.7%
5,468 $2.19 Million
Q1 2021

Apr 19, 2021

SELL
$324.34 - $379.06 $13,297 - $15,541
-41 Reduced 0.77%
5,273 $1.96 Million
Q4 2020

Feb 03, 2021

SELL
$303.68 - $356.82 $22,776 - $26,761
-75 Reduced 1.39%
5,314 $1.86 Million
Q3 2020

Nov 03, 2020

SELL
$291.16 - $323.7 $4,949 - $5,502
-17 Reduced 0.31%
5,389 $1.69 Million
Q2 2020

Jul 21, 2020

BUY
$229.49 - $311.85 $250,832 - $340,852
1,093 Added 25.34%
5,406 $1.6 Million
Q1 2020

Apr 15, 2020

BUY
$194.86 - $305.31 $316,452 - $495,823
1,624 Added 60.39%
4,313 $1.08 Million
Q4 2019

Jan 29, 2020

BUY
$215.36 - $295.97 $579,103 - $795,863
2,689 New
2,689 $791,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $474B
  • 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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