A detailed history of Sky Oak Wealth, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 2,951 shares of UNH stock, worth $1.51 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
2,951
Previous 3,583 17.64%
Holding current value
$1.51 Million
Previous $1.82 Million 5.43%
% of portfolio
0.39%
Previous 0.43%

Shares

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

Nov 04, 2024

SELL
$488.01 - $604.18 $308,422 - $381,841
-632 Reduced 17.64%
2,951 $1.73 Million
Q2 2024

Aug 12, 2024

BUY
$439.2 - $524.63 $108,043 - $129,058
246 Added 7.37%
3,583 $1.82 Million
Q1 2024

Apr 29, 2024

BUY
$472.6 - $545.42 $393,675 - $454,334
833 Added 33.27%
3,337 $1.65 Million
Q4 2023

Jan 12, 2024

BUY
$509.47 - $552.97 $22,926 - $24,883
45 Added 1.83%
2,504 $1.32 Million
Q3 2023

Oct 24, 2023

BUY
$447.75 - $510.93 $97,161 - $110,871
217 Added 9.68%
2,459 $1.24 Million
Q2 2023

Jul 20, 2023

BUY
$458.49 - $526.23 $71,065 - $81,565
155 Added 7.43%
2,242 $1.08 Million
Q1 2023

May 02, 2023

BUY
$460.33 - $518.33 $602,571 - $678,493
1,309 Added 168.25%
2,087 $986,000
Q4 2022

Jan 26, 2023

SELL
$498.86 - $555.15 $191,063 - $212,622
-383 Reduced 32.99%
778 $0
Q3 2022

Oct 25, 2022

BUY
$501.24 - $549.95 $208,014 - $228,229
415 Added 55.63%
1,161 $586,000
Q2 2022

Jul 26, 2022

SELL
$452.06 - $546.01 $211,112 - $254,986
-467 Reduced 38.5%
746 $383,000
Q1 2022

Apr 18, 2022

BUY
$455.89 - $520.82 $222,018 - $253,639
487 Added 67.08%
1,213 $619,000
Q4 2021

Jan 24, 2022

SELL
$387.01 - $505.58 $27,090 - $35,390
-70 Reduced 8.79%
726 $365,000
Q3 2021

Oct 21, 2021

SELL
$390.74 - $429.71 $25,007 - $27,501
-64 Reduced 7.44%
796 $311,000
Q1 2021

Apr 29, 2021

BUY
$324.34 - $379.06 $278,932 - $325,991
860 New
860 $339,000
Q1 2020

May 04, 2020

SELL
$194.86 - $305.31 $427,522 - $669,850
-2,194 Closed
0 $0
Q4 2019

Feb 04, 2020

BUY
$215.36 - $295.97 $472,499 - $649,358
2,194 New
2,194 $645,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


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