A detailed history of Wmg Financial Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 1,156 shares of UNH stock, worth $624,020. This represents 0.27% of its overall portfolio holdings.

Number of Shares
1,156
Holding current value
$624,020
% of portfolio
0.27%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025

BUY
$485.52 - $625.25 $561,261 - $722,789
1,156 New
1,156 $584,000
Q1 2023

Apr 18, 2023

SELL
$460.33 - $518.33 $281,721 - $317,217
-612 Reduced 56.04%
480 $226,000
Q4 2022

Feb 10, 2023

BUY
$498.86 - $555.15 $331,741 - $369,174
665 Added 155.74%
1,092 $579,000
Q3 2022

Oct 18, 2022

SELL
$501.24 - $549.95 $9,022 - $9,899
-18 Reduced 4.04%
427 $217,000
Q2 2022

Aug 08, 2022

SELL
$452.06 - $546.01 $24,863 - $30,030
-55 Reduced 11.0%
445 $229,000
Q1 2022

Apr 18, 2022

BUY
$455.89 - $520.82 $227,945 - $260,410
500 New
500 $255,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $505B
  • 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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