White Lighthouse Investment Management Inc. Unitedhealth Group Inc Transaction History

White Lighthouse Investment Management Inc.

$558 Million
Q1 2025

A detailed history of White Lighthouse Investment Management Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 2,029 shares of UNH stock, worth $612,778. This represents 0.19% of its overall portfolio holdings.

Number of Shares

2,029

Previous 2,518 19.42%

Holding current value

$612,778

Previous $1.27 Million 16.58%

% of portfolio

0.19%

Previous 0.22%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$461.52 - $548.18 $225,683 - $268,060	-489 Reduced 19.42%	2,029 $1.06 Million
Q4 2024 Feb 04, 2025	SELL	$485.52 - $625.25 $54,378 - $70,028	-112 Reduced 4.26%	2,518 $1.27 Million
Q1 2024 May 07, 2024	SELL	$472.6 - $545.42 $4,726 - $5,454	-10 Reduced 0.38%	2,630 $1.3 Million
Q4 2023 Jan 23, 2024	SELL	$509.47 - $552.97 $5,094 - $5,529	-10 Reduced 0.38%	2,640 $1.39 Million
Q3 2023 Oct 18, 2023	BUY	$447.75 - $510.93 $1.19 Million - $1.35 Million	2,650 New	2,650 $1.34 Million
Q2 2022 Jul 20, 2022	BUY	$452.06 - $546.01 $177,207 - $214,035	392 New	392 $201,000
Q4 2020 Feb 03, 2021	SELL	$303.68 - $356.82 $235,048 - $276,178	-774 Closed	0 $0
Q3 2020 Oct 15, 2020	SELL	$291.16 - $323.7 $16,013 - $17,803	-55 Reduced 6.63%	774 $241,000
Q1 2020 Apr 07, 2020	SELL	$194.86 - $305.31 $4,871 - $7,632	-25 Reduced 2.93%	829 $207,000
Q4 2019 Jan 24, 2020	SELL	$215.36 - $295.97 $17,228 - $23,677	-80 Reduced 8.57%	854 $251,000
Q3 2019 Nov 13, 2019	SELL	$215.26 - $266.65 $20,449 - $25,331	-95 Reduced 9.23%	934 $203,000
Q2 2019 Jul 31, 2019	SELL	$216.84 - $252.28 $32,526 - $37,842	-150 Reduced 12.72%	1,029 $251,000
Q1 2019 May 08, 2019	SELL	$236.02 - $271.13 $29,974 - $34,433	-127 Reduced 9.72%	1,179 $292,000
Q4 2018 Jan 23, 2019	BUY	$232.94 - $286.33 $19,799 - $24,338	85 Added 6.96%	1,306 $325,000
Q3 2018 Oct 24, 2018	SELL	$246.98 - $269.65 $24,698 - $26,964	-100 Reduced 7.57%	1,221 $325,000
Q1 2018 Apr 12, 2018	SELL	$212.55 - $248.47 $3,188 - $3,727	-15 Reduced 1.12%	1,321 $283,000
Q4 2017 Jan 10, 2018	BUY	$192.52 - $228.17 $257,206 - $304,835	1,336	1,336 $295,000

Others Institutions Holding UNH

# of Institutions

4,086

Shares Held

797M

Call Options Held

9.4M

Put Options Held

8.18M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $282B
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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White Lighthouse Investment Management Inc. Unitedhealth Group Inc Transaction History