A detailed history of Weik Capital Management transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Weik Capital Management holds 9,881 shares of UNH stock, worth $5.9 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
9,881
Previous 9,898 0.17%
Holding current value
$5.9 Million
Previous $5.04 Million 14.62%
% of portfolio
2.35%
Previous 2.16%

Shares

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

Nov 13, 2024

SELL
$488.01 - $604.18 $8,296 - $10,271
-17 Reduced 0.17%
9,881 $5.78 Million
Q2 2024

Aug 09, 2024

SELL
$439.2 - $524.63 $105,408 - $125,911
-240 Reduced 2.37%
9,898 $5.04 Million
Q1 2024

May 14, 2024

SELL
$472.6 - $545.42 $60,965 - $70,359
-129 Reduced 1.26%
10,138 $5.02 Million
Q4 2023

Feb 13, 2024

SELL
$509.47 - $552.97 $81,515 - $88,475
-160 Reduced 1.53%
10,267 $5.41 Million
Q3 2023

Nov 13, 2023

BUY
$447.75 - $510.93 $27,312 - $31,166
61 Added 0.59%
10,427 $5.26 Million
Q2 2023

Aug 14, 2023

SELL
$458.49 - $526.23 $38,971 - $44,729
-85 Reduced 0.81%
10,366 $4.98 Million
Q1 2023

May 15, 2023

BUY
$460.33 - $518.33 $639,398 - $719,960
1,389 Added 15.33%
10,451 $4.94 Million
Q4 2022

Feb 10, 2023

SELL
$498.86 - $555.15 $11,972 - $13,323
-24 Reduced 0.26%
9,062 $4.8 Million
Q3 2022

Nov 14, 2022

SELL
$501.24 - $549.95 $105,260 - $115,489
-210 Reduced 2.26%
9,086 $4.59 Million
Q2 2022

Aug 12, 2022

BUY
$452.06 - $546.01 $7,232 - $8,736
16 Added 0.17%
9,296 $4.78 Million
Q1 2022

May 13, 2022

SELL
$455.89 - $520.82 $18,235 - $20,832
-40 Reduced 0.43%
9,280 $4.73 Million
Q4 2021

Feb 14, 2022

SELL
$387.01 - $505.58 $56,116 - $73,309
-145 Reduced 1.53%
9,320 $4.68 Million
Q3 2021

Nov 12, 2021

SELL
$390.74 - $429.71 $404,415 - $444,749
-1,035 Reduced 9.86%
9,465 $3.7 Million
Q2 2021

Aug 11, 2021

BUY
$364.37 - $420.89 $21,862 - $25,253
60 Added 0.57%
10,500 $4.21 Million
Q1 2021

May 12, 2021

SELL
$324.34 - $379.06 $4,865 - $5,685
-15 Reduced 0.14%
10,440 $3.88 Million
Q4 2020

Feb 12, 2021

SELL
$303.68 - $356.82 $86,548 - $101,693
-285 Reduced 2.65%
10,455 $3.67 Million
Q3 2020

Nov 12, 2020

SELL
$291.16 - $323.7 $11,646 - $12,948
-40 Reduced 0.37%
10,740 $3.35 Million
Q2 2020

Aug 13, 2020

SELL
$229.49 - $311.85 $149,168 - $202,702
-650 Reduced 5.69%
10,780 $3.18 Million
Q1 2020

May 13, 2020

SELL
$194.86 - $305.31 $66,252 - $103,805
-340 Reduced 2.89%
11,430 $2.85 Million
Q4 2019

Feb 14, 2020

SELL
$215.36 - $295.97 $10,337 - $14,206
-48 Reduced 0.41%
11,770 $3.46 Million
Q3 2019

Nov 12, 2019

BUY
$215.26 - $266.65 $372,399 - $461,304
1,730 Added 17.15%
11,818 $2.57 Million
Q2 2019

Aug 09, 2019

BUY
$216.84 - $252.28 $2,168 - $2,522
10 Added 0.1%
10,088 $2.46 Million
Q1 2019

May 09, 2019

SELL
$236.02 - $271.13 $25,726 - $29,553
-109 Reduced 1.07%
10,078 $2.49 Million
Q4 2018

Feb 12, 2019

BUY
$232.94 - $286.33 $365,016 - $448,679
1,567 Added 18.18%
10,187 $2.54 Million
Q3 2018

Nov 13, 2018

SELL
$246.98 - $269.65 $75,328 - $82,243
-305 Reduced 3.42%
8,620 $2.29 Million
Q2 2018

Aug 03, 2018

SELL
$217.2 - $255.98 $114,030 - $134,389
-525 Reduced 5.56%
8,925 $2.19 Million
Q1 2018

May 11, 2018

SELL
$212.55 - $248.47 $74,392 - $86,964
-350 Reduced 3.57%
9,450 $2.02 Million
Q4 2017

Feb 12, 2018

SELL
$192.52 - $228.17 $27,915 - $33,084
-145 Reduced 1.46%
9,800 $2.16 Million
Q3 2017

Nov 13, 2017

SELL
$190.82 - $199.75 $126,895 - $132,833
-665 Reduced 6.27%
9,945 $1.95 Million
Q2 2017

Aug 14, 2017

BUY
N/A
10,610
10,610 $1.97 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $559B
  • 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 Weik Capital Management Portfolio

Follow Weik Capital Management 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 Weik Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Weik Capital Management with notifications on news.