A detailed history of Shakespeare Wealth Management, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 405 shares of UNH stock, worth $228,622. This represents 0.06% of its overall portfolio holdings.

Number of Shares
405
Holding current value
$228,622
% of portfolio
0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$439.2 - $524.63 $177,876 - $212,475
405 New
405 $206,000
Q4 2023

Feb 13, 2024

SELL
$509.47 - $552.97 $2,547 - $2,764
-5 Reduced 1.23%
402 $211,000
Q3 2023

Nov 13, 2023

BUY
$447.75 - $510.93 $182,234 - $207,948
407 New
407 $205,000
Q4 2022

Feb 13, 2023

BUY
$498.86 - $555.15 $197,049 - $219,284
395 New
395 $209,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $528B
  • 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

Track Shakespeare Wealth Management, Inc. Portfolio

Follow Shakespeare Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Shakespeare Wealth Management, Inc. with notifications on news.