A detailed history of Wharton Business Group, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wharton Business Group, LLC holds 504 shares of UNH stock, worth $251,112. This represents 0.01% of its overall portfolio holdings.

Number of Shares
504
Previous 504 -0.0%
Holding current value
$251,112
Previous $265,000 6.04%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024

SELL
$509.47 - $552.97 $254,735 - $276,485
-500 Reduced 49.8%
504 $265,000
Q4 2020

Feb 11, 2021

BUY
$303.68 - $356.82 $5,466 - $6,422
18 Added 1.83%
1,004 $352,000
Q2 2020

Aug 11, 2020

SELL
$229.49 - $311.85 $6,425 - $8,731
-28 Reduced 2.76%
986 $291,000
Q1 2020

Apr 27, 2020

SELL
$194.86 - $305.31 $4,286 - $6,716
-22 Reduced 2.12%
1,014 $253,000
Q2 2019

Aug 08, 2019

BUY
$216.84 - $252.28 $6,071 - $7,063
28 Added 2.78%
1,036 $253,000
Q1 2019

May 01, 2019

SELL
$236.02 - $271.13 $2,832 - $3,253
-12 Reduced 1.18%
1,008 $249,000
Q2 2018

Aug 09, 2018

BUY
$217.2 - $255.98 $2,606 - $3,071
12 Added 1.19%
1,020 $250,000
Q4 2017

Feb 12, 2018

BUY
$192.52 - $228.17 $194,060 - $229,995
1,008
1,008 $222,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $466B
  • 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 Wharton Business Group, LLC Portfolio

Follow Wharton Business Group, 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 Wharton Business Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wharton Business Group, LLC with notifications on news.