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 2,630 shares of UNH stock, worth $1.57 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
2,630
Previous 2,630 -0.0%
Holding current value
$1.57 Million
Previous $1.34 Million 14.79%
% of portfolio
0.28%
Previous 0.26%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $558B
  • 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 White Lighthouse Investment Management Inc. Portfolio

Follow White Lighthouse Investment Management Inc. 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 White Lighthouse Investment Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on White Lighthouse Investment Management Inc. with notifications on news.