A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 2,406 shares of UNH stock, worth $1.42 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
2,406
Previous 2,237 7.55%
Holding current value
$1.42 Million
Previous $1.14 Billion 23.48%
% of portfolio
1.57%
Previous 1.73%

Shares

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

Nov 14, 2024

BUY
$488.01 - $604.18 $82,473 - $102,106
169 Added 7.55%
2,406 $1.41 Billion
Q2 2024

Aug 12, 2024

BUY
$439.2 - $524.63 $2,196 - $2,623
5 Added 0.22%
2,237 $1.14 Billion
Q4 2023

Feb 13, 2024

BUY
$509.47 - $552.97 $1.14 Million - $1.23 Million
2,232 New
2,232 $1.18 Billion

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 Up Strategic Wealth Investment Advisors LLC Portfolio

Follow Up Strategic Wealth Investment Advisors LLC 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 Up Strategic Wealth Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Up Strategic Wealth Investment Advisors LLC with notifications on news.