A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 12,695 shares of UNH stock, worth $6.42 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
12,695
Previous 12,975 2.16%
Holding current value
$6.42 Million
Previous $6.61 Million 12.34%
% of portfolio
1.89%
Previous 1.79%

Shares

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

Nov 08, 2024

SELL
$488.01 - $604.18 $136,642 - $169,170
-280 Reduced 2.16%
12,695 $7.42 Million
Q2 2024

Aug 02, 2024

SELL
$439.2 - $524.63 $57,535 - $68,726
-131 Reduced 1.0%
12,975 $6.61 Million
Q1 2024

May 03, 2024

SELL
$472.6 - $545.42 $165,882 - $191,442
-351 Reduced 2.61%
13,106 $6.48 Million
Q4 2023

Feb 02, 2024

SELL
$509.47 - $552.97 $738,731 - $801,806
-1,450 Reduced 9.73%
13,457 $7.08 Million
Q3 2023

Nov 03, 2023

BUY
$447.75 - $510.93 $13,880 - $15,838
31 Added 0.21%
14,907 $7.52 Million
Q2 2023

Aug 11, 2023

BUY
$458.49 - $526.23 $38,513 - $44,203
84 Added 0.57%
14,876 $7.15 Million
Q1 2023

Apr 27, 2023

BUY
$460.33 - $518.33 $141,781 - $159,645
308 Added 2.13%
14,792 $6.99 Million
Q4 2022

Feb 08, 2023

SELL
$498.86 - $555.15 $137,685 - $153,221
-276 Reduced 1.87%
14,484 $7.68 Million
Q3 2022

Nov 04, 2022

SELL
$501.24 - $549.95 $1,002 - $1,099
-2 Reduced 0.01%
14,760 $7.46 Million
Q2 2022

Aug 09, 2022

BUY
$452.06 - $546.01 $1.19 Million - $1.44 Million
2,631 Added 21.69%
14,762 $7.58 Million
Q1 2022

May 11, 2022

BUY
$455.89 - $520.82 $98,928 - $113,017
217 Added 1.82%
12,131 $6.19 Million
Q4 2021

Feb 08, 2022

SELL
$387.01 - $505.58 $107,588 - $140,551
-278 Reduced 2.28%
11,914 $5.98 Million
Q3 2021

Oct 21, 2021

BUY
$390.74 - $429.71 $9,768 - $10,742
25 Added 0.21%
12,192 $4.76 Million
Q2 2021

Jul 28, 2021

BUY
$364.37 - $420.89 $18,582 - $21,465
51 Added 0.42%
12,167 $4.87 Million
Q1 2021

May 07, 2021

BUY
$324.34 - $379.06 $166,386 - $194,457
513 Added 4.42%
12,116 $4.51 Million
Q4 2020

Feb 12, 2021

SELL
$303.68 - $356.82 $81,386 - $95,627
-268 Reduced 2.26%
11,603 $4.07 Million
Q3 2020

Nov 03, 2020

SELL
$291.16 - $323.7 $24,457 - $27,190
-84 Reduced 0.7%
11,871 $3.7 Million
Q2 2020

Jul 15, 2020

BUY
$229.49 - $311.85 $4,589 - $6,237
20 Added 0.17%
11,955 $3.58 Million
Q1 2020

Apr 14, 2020

BUY
$194.86 - $305.31 $35,659 - $55,871
183 Added 1.56%
11,935 $2.98 Million
Q4 2019

Jan 09, 2020

SELL
$215.36 - $295.97 $9,475 - $13,022
-44 Reduced 0.37%
11,752 $3.46 Million
Q3 2019

Nov 15, 2019

BUY
$215.26 - $266.65 $33,795 - $41,864
157 Added 1.35%
11,796 $2.56 Million
Q2 2019

Nov 15, 2019

BUY
$216.84 - $252.28 $145,933 - $169,784
673 Added 6.14%
11,639 $2.84 Million
Q1 2019

Nov 15, 2019

BUY
$236.02 - $271.13 $25,726 - $29,553
109 Added 1.0%
10,966 $2.71 Million
Q4 2018

Nov 15, 2019

BUY
$232.94 - $286.33 $2.53 Million - $3.11 Million
10,857 New
10,857 $2.71 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 $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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