A detailed history of Kingswood Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,862 shares of UNH stock, worth $2.84 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,862
Previous 6,921 28.05%
Holding current value
$2.84 Million
Previous $2.16 Billion 41.73%
% of portfolio
0.19%
Previous 0.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
$237.77 - $353.61 $461,511 - $686,357
1,941 Added 28.05%
8,862 $3.06 Billion
Q2 2025

Jul 23, 2025

SELL
$274.35 - $599.47 $1.81 Million - $3.96 Million
-6,605 Reduced 48.83%
6,921 $2.16 Billion
Q1 2025

Jul 25, 2025

BUY
$461.52 - $548.18 $567,208 - $673,713
1,229 Added 17.76%
8,150 $4.27 Billion
Q1 2025

Apr 21, 2025

BUY
$461.52 - $548.18 $1.57 Million - $1.86 Million
3,394 Added 33.5%
13,526 $7.08 Billion
Q4 2024

Jan 22, 2025

SELL
$485.52 - $625.25 $4.73 Million - $6.09 Million
-9,740 Reduced 49.01%
10,132 $5.13 Billion
Q3 2024

Oct 21, 2024

BUY
$488.01 - $604.18 $2.33 Million - $2.88 Million
4,770 Added 31.59%
19,872 $11.6 Billion
Q2 2024

Jul 09, 2024

BUY
$439.2 - $524.63 $283,723 - $338,910
646 Added 4.47%
15,102 $7.69 Billion
Q1 2024

Apr 15, 2024

SELL
$472.6 - $545.42 $602,092 - $694,865
-1,274 Reduced 8.1%
14,456 $7.15 Billion
Q4 2023

Jan 16, 2024

BUY
$509.47 - $552.97 $7.17 Million - $7.79 Million
14,080 Added 853.33%
15,730 $8.28 Billion
Q3 2023

Oct 23, 2023

SELL
$447.75 - $510.93 $1.35 Million - $1.54 Million
-3,021 Reduced 64.68%
1,650 $7.33 Billion
Q2 2023

Aug 09, 2023

BUY
$458.49 - $526.23 $2.14 Million - $2.46 Million
4,671 New
4,671 $2.25 Billion

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $300B
  • 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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