A detailed history of Litman Gregory Wealth Management LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 26,091 shares of UNH stock, worth $13.2 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
26,091
Previous 26,480 1.47%
Holding current value
$13.2 Million
Previous $13.5 Million 13.12%
% of portfolio
1.28%
Previous 1.2%

Shares

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

Oct 22, 2024

SELL
$488.01 - $604.18 $189,835 - $235,026
-389 Reduced 1.47%
26,091 $15.3 Million
Q2 2024

Jul 30, 2024

BUY
$439.2 - $524.63 $929,347 - $1.11 Million
2,116 Added 8.68%
26,480 $13.5 Million
Q1 2024

May 03, 2024

BUY
$472.6 - $545.42 $670,146 - $773,405
1,418 Added 6.18%
24,364 $12.1 Million
Q4 2023

Jan 31, 2024

SELL
$509.47 - $552.97 $112,083 - $121,653
-220 Reduced 0.95%
22,946 $12.1 Million
Q3 2023

Oct 23, 2023

BUY
$447.75 - $510.93 $10.4 Million - $11.8 Million
23,166 New
23,166 $11.7 Million
Q1 2023

Apr 26, 2023

BUY
$460.33 - $518.33 $400,026 - $450,428
869 New
869 $410,000
Q2 2018

Aug 09, 2018

SELL
$217.2 - $255.98 $86,880 - $102,392
-400 Closed
0 $0
Q1 2018

May 07, 2018

BUY
$212.55 - $248.47 $85,020 - $99,388
400 New
400 $86,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $473B
  • 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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