A detailed history of Dogwood Wealth Management LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 89 shares of UNH stock, worth $28,526. This represents 0.01% of its overall portfolio holdings.

Number of Shares
89
Previous 1,407 93.67%
Holding current value
$28,526
Previous $433 Million 92.9%
% of portfolio
0.01%
Previous 0.21%

Shares

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

Nov 10, 2025

SELL
$237.77 - $353.61 $313,380 - $466,057
-1,318 Reduced 93.67%
89 $30.7 Million
Q2 2025

Jul 18, 2025

BUY
$274.35 - $599.47 $9,053 - $19,782
33 Added 2.4%
1,407 $433 Million
Q1 2025

Apr 30, 2025

BUY
$461.52 - $548.18 $73,381 - $87,160
159 Added 13.09%
1,374 $720 Million
Q4 2024

Mar 04, 2025

BUY
$485.52 - $625.25 $197,606 - $254,476
407 Added 50.37%
1,215 $615 Million
Q3 2024

Feb 28, 2025

BUY
$488.01 - $604.18 $109,802 - $135,940
225 Added 35.77%
854 $499 Million
Q2 2024

Mar 04, 2025

SELL
$439.2 - $524.63 $20,203 - $24,132
-46 Reduced 5.39%
808 $411 Million
Q1 2024

Feb 28, 2025

BUY
$472.6 - $545.42 $50,568 - $58,359
107 Added 20.5%
629 $311 Million
Q4 2023

Feb 28, 2025

BUY
$509.47 - $552.97 $265,943 - $288,650
522 New
522 $275 Million

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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