A detailed history of Tower Wealth Partners, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Tower Wealth Partners, Inc. holds 1,037 shares of UNH stock, worth $612,732. This represents 0.35% of its overall portfolio holdings.

Number of Shares
1,037
Previous 1,047 0.96%
Holding current value
$612,732
Previous $533,000 13.7%
% of portfolio
0.35%
Previous 0.33%

Shares

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

Oct 28, 2024

SELL
$488.01 - $604.18 $4,880 - $6,041
-10 Reduced 0.96%
1,037 $606,000
Q2 2024

Aug 09, 2024

SELL
$439.2 - $524.63 $1,317 - $1,573
-3 Reduced 0.29%
1,047 $533,000
Q1 2024

Apr 18, 2024

BUY
$472.6 - $545.42 $35,445 - $40,906
75 Added 7.69%
1,050 $519,000
Q4 2023

Jan 22, 2024

SELL
$509.47 - $552.97 $2,037 - $2,211
-4 Reduced 0.41%
975 $513,000
Q3 2023

Oct 25, 2023

BUY
$447.75 - $510.93 $6,268 - $7,153
14 Added 1.45%
979 $493,000
Q2 2023

Jul 31, 2023

SELL
$458.49 - $526.23 $3,209 - $3,683
-7 Reduced 0.72%
965 $463,000
Q1 2023

May 04, 2023

SELL
$460.33 - $518.33 $107,717 - $121,289
-234 Reduced 19.4%
972 $459,000
Q4 2022

Jan 31, 2023

SELL
$498.86 - $555.15 $15,963 - $17,764
-32 Reduced 2.58%
1,206 $639,000
Q3 2022

Nov 14, 2022

SELL
$501.24 - $549.95 $6,516 - $7,149
-13 Reduced 1.04%
1,238 $687,000
Q2 2022

Aug 15, 2022

SELL
$452.06 - $546.01 $18,082 - $21,840
-40 Reduced 3.1%
1,251 $643,000
Q1 2022

Apr 15, 2022

SELL
$455.89 - $520.82 $21,426 - $24,478
-47 Reduced 3.51%
1,291 $658,000
Q4 2021

Feb 11, 2022

SELL
$387.01 - $505.58 $9,288 - $12,133
-24 Reduced 1.76%
1,338 $672,000
Q3 2021

Nov 15, 2021

BUY
$390.74 - $429.71 $41,027 - $45,119
105 Added 8.35%
1,362 $532,000
Q2 2021

Aug 12, 2021

BUY
$364.37 - $420.89 $13,481 - $15,572
37 Added 3.03%
1,257 $503,000
Q1 2021

May 17, 2021

BUY
$324.34 - $379.06 $79,463 - $92,869
245 Added 25.13%
1,220 $454,000
Q4 2020

Apr 09, 2021

BUY
$303.68 - $356.82 $296,088 - $347,899
975 New
975 $342,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $553B
  • 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 Tower Wealth Partners, Inc. Portfolio

Follow Tower Wealth Partners, Inc. 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 Tower Wealth Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tower Wealth Partners, Inc. with notifications on news.