A detailed history of Legacy Capital Wealth Partners, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 1,586 shares of UNH stock, worth $508,344. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,586
Previous 2,462 35.58%
Holding current value
$508,344
Previous $850,000 40.24%
% of portfolio
0.11%
Previous 0.18%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026

SELL
$320.52 - $369.92 $280,775 - $324,049
-876 Reduced 35.58%
1,586 $508,000
Q3 2025

Nov 13, 2025

SELL
$237.77 - $353.61 $261,309 - $388,617
-1,099 Reduced 30.86%
2,462 $850,000
Q2 2025

Aug 13, 2025

BUY
$274.35 - $599.47 $42,249 - $92,318
154 Added 4.52%
3,561 $1.11 Million
Q1 2025

May 02, 2025

SELL
$461.52 - $548.18 $135,686 - $161,164
-294 Reduced 7.94%
3,407 $1.78 Million
Q4 2024

Jan 30, 2025

SELL
$485.52 - $625.25 $1.81 Million - $2.33 Million
-3,721 Reduced 50.13%
3,701 $1.87 Million
Q3 2024

Nov 04, 2024

BUY
$488.01 - $604.18 $1.7 Million - $2.1 Million
3,475 Added 88.04%
7,422 $4.34 Million
Q2 2024

Aug 01, 2024

BUY
$439.2 - $524.63 $1.73 Million - $2.07 Million
3,947 New
3,947 $2.01 Million
Q4 2023

Feb 05, 2024

SELL
$509.47 - $552.97 $25,982 - $28,201
-51 Reduced 1.37%
3,675 $1.93 Million
Q3 2023

Oct 16, 2023

BUY
$447.75 - $510.93 $1.67 Million - $1.9 Million
3,726 New
3,726 $1.88 Million
Q1 2023

May 10, 2023

BUY
$460.33 - $518.33 $1.58 Million - $1.78 Million
3,438 New
3,438 $1.62 Million
Q2 2021

Aug 13, 2021

SELL
$364.37 - $420.89 $208,055 - $240,328
-571 Closed
0 $0
Q1 2021

May 14, 2021

BUY
$324.34 - $379.06 $185,198 - $216,443
571 New
571 $212,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $300B
  • 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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