A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 295 shares of UNH stock, worth $94,553. This represents 0.17% of its overall portfolio holdings.

Number of Shares
295
Previous 365 19.18%
Holding current value
$94,553
Previous $114 Million 10.54%
% of portfolio
0.17%
Previous 0.17%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025

SELL
$237.77 - $353.61 $16,643 - $24,752
-70 Reduced 19.18%
295 $102 Million
Q2 2025

Jul 28, 2025

SELL
$274.35 - $599.47 $8,230 - $17,984
-30 Reduced 7.59%
365 $114 Million
Q1 2025

May 05, 2025

BUY
$461.52 - $548.18 $13,845 - $16,445
30 Added 8.22%
395 $207 Million
Q4 2024

Feb 10, 2025

BUY
$485.52 - $625.25 $35,442 - $45,643
73 Added 25.0%
365 $185 Million
Q2 2024

Aug 14, 2024

BUY
$439.2 - $524.63 $50,947 - $60,857
116 Added 65.91%
292 $149 Million
Q1 2024

May 14, 2024

BUY
$472.6 - $545.42 $75,143 - $86,721
159 Added 935.29%
176 $87.1 Million
Q4 2023

May 14, 2024

BUY
$509.47 - $552.97 $8,660 - $9,400
17 New
17 $8.95 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 $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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