A detailed history of Black Diamond Wealth Management Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Black Diamond Wealth Management Inc. holds 850 shares of UNH stock, worth $430,185. This represents 0.37% of its overall portfolio holdings.

Number of Shares
850
Previous 729 16.6%
Holding current value
$430,185
Previous $371,000 33.69%
% of portfolio
0.37%
Previous 0.27%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$488.01 - $604.18 $59,049 - $73,105
121 Added 16.6%
850 $496,000
Q2 2024

Aug 13, 2024

BUY
$439.2 - $524.63 $38,649 - $46,167
88 Added 13.73%
729 $371,000
Q1 2024

May 13, 2024

SELL
$472.6 - $545.42 $64,273 - $74,177
-136 Reduced 17.5%
641 $317,000
Q4 2023

Feb 09, 2024

BUY
$509.47 - $552.97 $95,270 - $103,405
187 Added 31.69%
777 $409,000
Q3 2023

Nov 01, 2023

BUY
$447.75 - $510.93 $1,343 - $1,532
3 Added 0.51%
590 $297,000
Q2 2023

Jul 31, 2023

BUY
$458.49 - $526.23 $34,386 - $39,467
75 Added 14.65%
587 $282,000
Q1 2023

May 02, 2023

BUY
$460.33 - $518.33 $3,682 - $4,146
8 Added 1.59%
512 $241,000
Q4 2022

Jan 17, 2023

BUY
$498.86 - $555.15 $22,947 - $25,536
46 Added 10.04%
504 $0
Q3 2022

Oct 26, 2022

BUY
$501.24 - $549.95 $4,009 - $4,399
8 Added 1.78%
458 $247,000
Q2 2022

Jul 22, 2022

BUY
$452.06 - $546.01 $23,507 - $28,392
52 Added 13.07%
450 $234,000
Q1 2022

May 04, 2022

SELL
$455.89 - $520.82 $10,029 - $11,458
-22 Reduced 5.24%
398 $203,000
Q4 2021

Feb 08, 2022

BUY
$387.01 - $505.58 $162,544 - $212,343
420 New
420 $211,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $473B
  • 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 Black Diamond Wealth Management Inc. Portfolio

Follow Black Diamond Wealth 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 Black Diamond Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Black Diamond Wealth Management Inc. with notifications on news.