A detailed history of Iams Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Iams Wealth Management, LLC holds 2,147 shares of UNH stock, worth $1.21 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
2,147
Previous 1,958 9.65%
Holding current value
$1.21 Million
Previous $997 Million 25.89%
% of portfolio
0.62%
Previous 0.55%

Shares

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

Oct 11, 2024

BUY
$488.01 - $604.18 $92,233 - $114,190
189 Added 9.65%
2,147 $1.26 Billion
Q2 2024

Aug 05, 2024

BUY
$439.2 - $524.63 $103,212 - $123,288
235 Added 13.64%
1,958 $997 Million
Q1 2024

Apr 18, 2024

BUY
$472.6 - $545.42 $60,492 - $69,813
128 Added 8.03%
1,723 $859 Million
Q4 2023

Feb 07, 2024

BUY
$509.47 - $552.97 $65,212 - $70,780
128 Added 8.73%
1,595 $840 Million
Q3 2023

Nov 14, 2023

BUY
$447.75 - $510.93 $656,849 - $749,534
1,467 New
1,467 $740 Million
Q1 2023

Oct 30, 2023

BUY
$460.33 - $518.33 $232,466 - $261,756
505 Added 86.47%
1,089 $512 Million
Q4 2022

Oct 27, 2023

BUY
$498.86 - $555.15 $291,334 - $324,207
584 New
584 $310 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 $528B
  • 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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