A detailed history of Forza Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Forza Wealth Management, LLC holds 690 shares of UNH stock, worth $351,893. This represents 0.18% of its overall portfolio holdings.

Number of Shares
690
Previous 545 26.61%
Holding current value
$351,893
Previous $278 Million 45.36%
% of portfolio
0.18%
Previous 0.14%

Shares

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

Oct 28, 2024

BUY
$488.01 - $604.18 $70,761 - $87,606
145 Added 26.61%
690 $403 Million
Q2 2024

Jul 17, 2024

SELL
$439.2 - $524.63 $16,689 - $19,935
-38 Reduced 6.52%
545 $278 Million
Q1 2024

Apr 22, 2024

SELL
$472.6 - $545.42 $122,876 - $141,809
-260 Reduced 30.84%
583 $288 Million
Q4 2023

Jan 24, 2024

SELL
$509.47 - $552.97 $25,473 - $27,648
-50 Reduced 5.6%
843 $444 Million
Q3 2023

Oct 24, 2023

SELL
$447.75 - $510.93 $22,387 - $25,546
-50 Reduced 5.3%
893 $450 Million
Q1 2023

May 03, 2023

BUY
$460.33 - $518.33 $434,091 - $488,785
943 New
943 $446 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 $477B
  • 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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