A detailed history of Brandywine Oak Private Wealth LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 2,306 shares of UNH stock, worth $1.3 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,306
Previous 2,534 9.0%
Holding current value
$1.3 Million
Previous $1.25 Million 6.3%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Jul 30, 2024

SELL
$439.2 - $524.63 $100,137 - $119,615
-228 Reduced 9.0%
2,306 $1.17 Million
Q1 2024

May 07, 2024

BUY
$472.6 - $545.42 $24,575 - $28,361
52 Added 2.1%
2,534 $1.25 Million
Q4 2023

Feb 05, 2024

SELL
$509.47 - $552.97 $19,869 - $21,565
-39 Reduced 1.55%
2,482 $1.31 Million
Q3 2023

Nov 14, 2023

SELL
$447.75 - $510.93 $15,223 - $17,371
-34 Reduced 1.33%
2,521 $1.27 Million
Q2 2023

Aug 11, 2023

SELL
$458.49 - $526.23 $7,794 - $8,945
-17 Reduced 0.66%
2,555 $1.23 Million
Q1 2023

May 10, 2023

SELL
$460.33 - $518.33 $25,318 - $28,508
-55 Reduced 2.09%
2,572 $1.22 Million
Q4 2022

Feb 06, 2023

SELL
$498.86 - $555.15 $170,111 - $189,306
-341 Reduced 11.49%
2,627 $1.39 Million
Q3 2022

Nov 10, 2022

SELL
$501.24 - $549.95 $41,101 - $45,095
-82 Reduced 2.69%
2,968 $1.5 Million
Q2 2022

Jul 22, 2022

SELL
$452.06 - $546.01 $63,288 - $76,441
-140 Reduced 4.39%
3,050 $1.57 Million
Q1 2022

May 02, 2022

SELL
$455.89 - $520.82 $18,691 - $21,353
-41 Reduced 1.27%
3,190 $1.63 Million
Q4 2021

Feb 07, 2022

BUY
$387.01 - $505.58 $25,155 - $32,862
65 Added 2.05%
3,231 $1.62 Million
Q3 2021

Oct 18, 2021

SELL
$390.74 - $429.71 $44,153 - $48,557
-113 Reduced 3.45%
3,166 $1.24 Million
Q2 2021

Aug 09, 2021

BUY
$364.37 - $420.89 $570,603 - $659,113
1,566 Added 91.42%
3,279 $1.31 Million
Q1 2021

May 06, 2021

SELL
$324.34 - $379.06 $32,433 - $37,906
-100 Reduced 5.52%
1,713 $637,000
Q3 2020

Oct 16, 2020

SELL
$291.16 - $323.7 $16,596 - $18,450
-57 Reduced 3.05%
1,813 $565,000
Q2 2020

Aug 06, 2020

SELL
$229.49 - $311.85 $31,899 - $43,347
-139 Reduced 6.92%
1,870 $551,000
Q1 2020

May 06, 2020

SELL
$194.86 - $305.31 $54,950 - $86,097
-282 Reduced 12.31%
2,009 $501,000
Q4 2019

Jan 28, 2020

SELL
$215.36 - $295.97 $12,706 - $17,462
-59 Reduced 2.51%
2,291 $673,000
Q3 2019

Oct 30, 2019

SELL
$215.26 - $266.65 $3,013 - $3,733
-14 Reduced 0.59%
2,350 $510,000
Q2 2019

Jul 22, 2019

BUY
$216.84 - $252.28 $26,020 - $30,273
120 Added 5.35%
2,364 $576,000
Q1 2019

May 09, 2019

BUY
$236.02 - $271.13 $27,378 - $31,451
116 Added 5.45%
2,244 $554,000
Q4 2018

Feb 14, 2019

BUY
$232.94 - $286.33 $495,696 - $609,310
2,128 New
2,128 $530,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $527B
  • 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 Brandywine Oak Private Wealth LLC Portfolio

Follow Brandywine Oak Private Wealth LLC 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 Brandywine Oak Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brandywine Oak Private Wealth LLC with notifications on news.