Madison Wealth Management Unitedhealth Group Inc Transaction History

Madison Wealth Management

$449 Million
Q3 2023

A detailed history of Madison Wealth Management transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Madison Wealth Management holds 13,938 shares of UNH stock, worth $7.12 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

13,938

Previous 13,877 0.44%

Holding current value

$7.12 Million

Previous $6.67 Million 5.37%

% of portfolio

1.56%

Previous 1.42%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	BUY	$447.75 - $510.93 $27,312 - $31,166	61 Added 0.44%	13,938 $7.03 Million
Q2 2023 Aug 10, 2023	BUY	$458.49 - $526.23 $26,592 - $30,521	58 Added 0.42%	13,877 $6.67 Million
Q1 2023 May 08, 2023	SELL	$460.33 - $518.33 $56,620 - $63,754	-123 Reduced 0.88%	13,819 $6.53 Million
Q4 2022 Feb 08, 2023	SELL	$498.86 - $555.15 $30,929 - $34,419	-62 Reduced 0.44%	13,942 $7.39 Million
Q3 2022 Nov 10, 2022	BUY	$501.24 - $549.95 $184,456 - $202,381	368 Added 2.7%	14,004 $7.07 Million
Q2 2022 Aug 11, 2022	SELL	$452.06 - $546.01 $54,247 - $65,521	-120 Reduced 0.87%	13,636 $7 Million
Q1 2022 May 16, 2022	SELL	$455.89 - $520.82 $36,471 - $41,665	-80 Reduced 0.58%	13,756 $7.02 Million
Q4 2021 Feb 11, 2022	BUY	$387.01 - $505.58 $32,895 - $42,974	85 Added 0.62%	13,836 $6.95 Million
Q3 2021 Nov 12, 2021	BUY	$390.74 - $429.71 $49,623 - $54,573	127 Added 0.93%	13,751 $5.37 Million
Q2 2021 Aug 12, 2021	BUY	$364.37 - $420.89 $92,185 - $106,485	253 Added 1.89%	13,624 $5.46 Million
Q1 2021 May 11, 2021	BUY	$324.34 - $379.06 $108,653 - $126,985	335 Added 2.57%	13,371 $4.98 Million
Q4 2020 Feb 09, 2021	BUY	$303.68 - $356.82 $51,321 - $60,302	169 Added 1.31%	13,036 $4.57 Million
Q3 2020 Nov 09, 2020	SELL	$291.16 - $323.7 $56,776 - $63,121	-195 Reduced 1.49%	12,867 $4.01 Million
Q2 2020 Aug 14, 2020	SELL	$229.49 - $311.85 $97,762 - $132,848	-426 Reduced 3.16%	13,062 $3.85 Million
Q1 2020 May 08, 2020	SELL	$194.86 - $305.31 $49,689 - $77,854	-255 Reduced 1.86%	13,488 $3.36 Million
Q4 2019 Feb 11, 2020	BUY	$215.36 - $295.97 $2.96 Million - $4.07 Million	13,743 New	13,743 $4.04 Million

Others Institutions Holding UNH

# of Institutions

3,838

Shares Held

775M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $478B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Madison Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Management with notifications on news.

Account

Madison Wealth Management Unitedhealth Group Inc Transaction History