A detailed history of Wealth Dimensions Group, Ltd. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 632 shares of UNH stock, worth $309,262. This represents 0.09% of its overall portfolio holdings.

Number of Shares
632
Previous 700 9.71%
Holding current value
$309,262
Previous $368,000 15.22%
% of portfolio
0.09%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
$472.6 - $545.42 $32,136 - $37,088
-68 Reduced 9.71%
632 $312,000
Q4 2023

Feb 09, 2024

SELL
$509.47 - $552.97 $3,056 - $3,317
-6 Reduced 0.85%
700 $368,000
Q3 2023

Nov 14, 2023

BUY
$447.75 - $510.93 $25,074 - $28,612
56 Added 8.62%
706 $355,000
Q2 2023

Aug 14, 2023

BUY
$458.49 - $526.23 $52,267 - $59,990
114 Added 21.27%
650 $312,000
Q1 2023

May 09, 2023

SELL
$460.33 - $518.33 $163,877 - $184,525
-356 Reduced 39.91%
536 $253,000
Q4 2022

Feb 10, 2023

BUY
$498.86 - $555.15 $15,464 - $17,209
31 Added 3.6%
892 $472,000
Q3 2022

Nov 10, 2022

SELL
$501.24 - $549.95 $501 - $549
-1 Reduced 0.12%
861 $435,000
Q2 2022

Aug 05, 2022

BUY
$452.06 - $546.01 $904 - $1,092
2 Added 0.23%
862 $443,000
Q1 2022

May 04, 2022

SELL
$455.89 - $520.82 $8,206 - $9,374
-18 Reduced 2.05%
860 $438,000
Q4 2021

Feb 04, 2022

BUY
$387.01 - $505.58 $49,150 - $64,208
127 Added 16.91%
878 $441,000
Q3 2021

Nov 03, 2021

BUY
$390.74 - $429.71 $293,445 - $322,712
751 New
751 $294,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $458B
  • 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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