A detailed history of Independent Solutions Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 2,067 shares of UNH stock, worth $1.12 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,067
Previous 2,026 2.02%
Holding current value
$1.12 Million
Previous $1.03 Billion 17.13%
% of portfolio
0.27%
Previous 0.24%

Shares

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

Dec 19, 2024

BUY
$488.01 - $604.18 $20,008 - $24,771
41 Added 2.02%
2,067 $1.21 Billion
Q2 2024

Dec 19, 2024

BUY
$439.2 - $524.63 $15,372 - $18,362
35 Added 1.76%
2,026 $1.03 Billion
Q1 2024

Dec 19, 2024

BUY
$472.6 - $545.42 $90,266 - $104,175
191 Added 10.61%
1,991 $985 Million
Q4 2023

Dec 19, 2024

BUY
$509.47 - $552.97 $286,831 - $311,322
563 Added 45.51%
1,800 $948 Million
Q3 2023

Dec 19, 2024

SELL
$447.75 - $510.93 $112,385 - $128,243
-251 Reduced 16.87%
1,237 $624 Million
Q2 2023

Dec 19, 2024

SELL
$458.49 - $526.23 $38,054 - $43,677
-83 Reduced 5.28%
1,488 $715 Million
Q1 2023

Dec 19, 2024

SELL
$460.33 - $518.33 $497,616 - $560,314
-1,081 Reduced 40.76%
1,571 $742 Million
Q4 2022

Dec 19, 2024

BUY
$498.86 - $555.15 $604,618 - $672,841
1,212 Added 84.17%
2,652 $1.41 Billion
Q3 2022

Dec 19, 2024

BUY
$501.24 - $549.95 $268,163 - $294,223
535 Added 59.12%
1,440 $727 Million
Q2 2022

Dec 19, 2024

BUY
$452.06 - $546.01 $39,781 - $48,048
88 Added 10.77%
905 $465 Million
Q1 2022

Dec 19, 2024

BUY
$455.89 - $520.82 $15,044 - $17,187
33 Added 4.21%
817 $417 Million
Q4 2021

Dec 19, 2024

BUY
$387.01 - $505.58 $23,994 - $31,345
62 Added 8.59%
784 $394 Million
Q3 2021

Dec 19, 2024

BUY
$390.74 - $429.71 $282,114 - $310,250
722 New
722 $282 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 $507B
  • 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 Independent Solutions Wealth Management, LLC Portfolio

Follow Independent Solutions Wealth Management, 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 Independent Solutions Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Independent Solutions Wealth Management, LLC with notifications on news.