A detailed history of Xcel Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 610 shares of UNH stock, worth $364,468. This represents 0.11% of its overall portfolio holdings.

Number of Shares
610
Previous 610 -0.0%
Holding current value
$364,468
Previous $310,000 14.84%
% of portfolio
0.11%
Previous 0.1%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$439.2 - $524.63 $5,270 - $6,295
-12 Reduced 1.93%
610 $310,000
Q1 2024

Apr 22, 2024

SELL
$472.6 - $545.42 $39,698 - $45,815
-84 Reduced 11.9%
622 $307,000
Q4 2023

Jan 29, 2024

SELL
$509.47 - $552.97 $1,018 - $1,105
-2 Reduced 0.28%
706 $371,000
Q3 2023

Oct 17, 2023

SELL
$447.75 - $510.93 $114,176 - $130,287
-255 Reduced 26.48%
708 $356,000
Q2 2023

Jul 26, 2023

BUY
$458.49 - $526.23 $13,754 - $15,786
30 Added 3.22%
963 $462,000
Q1 2023

Apr 25, 2023

BUY
$460.33 - $518.33 $4,603 - $5,183
10 Added 1.08%
933 $440,000
Q4 2022

Jan 19, 2023

SELL
$498.86 - $555.15 $301,810 - $335,865
-605 Reduced 39.59%
923 $489,000
Q3 2022

Oct 20, 2022

SELL
$501.24 - $549.95 $140,347 - $153,986
-280 Reduced 15.49%
1,528 $772,000
Q2 2022

Jul 26, 2022

BUY
$452.06 - $546.01 $7,232 - $8,736
16 Added 0.89%
1,808 $929,000
Q1 2022

Apr 29, 2022

SELL
$455.89 - $520.82 $9,117 - $10,416
-20 Reduced 1.1%
1,792 $914,000
Q4 2021

Feb 03, 2022

BUY
$387.01 - $505.58 $2,322 - $3,033
6 Added 0.33%
1,812 $910,000
Q3 2021

Oct 21, 2021

SELL
$390.74 - $429.71 $195,370 - $214,855
-500 Reduced 21.68%
1,806 $706,000
Q2 2021

Jul 15, 2021

SELL
$364.37 - $420.89 $129,351 - $149,415
-355 Reduced 13.34%
2,306 $923,000
Q1 2021

Apr 15, 2021

SELL
$324.34 - $379.06 $3,243 - $3,790
-10 Reduced 0.37%
2,661 $990,000
Q4 2020

Jan 13, 2021

SELL
$303.68 - $356.82 $91,104 - $107,046
-300 Reduced 10.1%
2,671 $936,000
Q3 2020

Oct 27, 2020

SELL
$291.16 - $323.7 $163,049 - $181,272
-560 Reduced 15.86%
2,971 $926,000
Q2 2020

Jul 10, 2020

SELL
$229.49 - $311.85 $61,732 - $83,887
-269 Reduced 7.08%
3,531 $1.04 Million
Q1 2020

Apr 07, 2020

SELL
$194.86 - $305.31 $58,458 - $91,593
-300 Reduced 7.32%
3,800 $947,000
Q3 2019

Nov 12, 2019

BUY
$215.26 - $266.65 $559,676 - $693,289
2,600 Added 173.33%
4,100 $891,000
Q2 2019

Nov 12, 2019

BUY
$216.84 - $252.28 $325,260 - $378,420
1,500 New
1,500 $366,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


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