A detailed history of Tolleson Wealth Management, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 2,989 shares of UNH stock, worth $1.51 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
2,989
Previous 3,014 0.83%
Holding current value
$1.51 Million
Previous $1.54 Million 13.88%
% of portfolio
0.33%
Previous 0.3%

Shares

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

Nov 14, 2024

SELL
$488.01 - $604.18 $12,200 - $15,104
-25 Reduced 0.83%
2,989 $1.75 Million
Q2 2024

Aug 14, 2024

BUY
$439.2 - $524.63 $20,642 - $24,657
47 Added 1.58%
3,014 $1.54 Million
Q1 2024

May 15, 2024

SELL
$472.6 - $545.42 $34,499 - $39,815
-73 Reduced 2.4%
2,967 $1.47 Million
Q4 2023

Feb 14, 2024

BUY
$509.47 - $552.97 $5,604 - $6,082
11 Added 0.36%
3,040 $1.6 Million
Q3 2023

Nov 14, 2023

BUY
$447.75 - $510.93 $38,954 - $44,450
87 Added 2.96%
3,029 $1.53 Million
Q1 2023

May 15, 2023

SELL
$460.33 - $518.33 $9,206 - $10,366
-20 Reduced 0.68%
2,942 $1.39 Million
Q4 2022

Feb 14, 2023

BUY
$498.86 - $555.15 $9,977 - $11,103
20 Added 0.68%
2,962 $1.57 Million
Q3 2021

Nov 15, 2021

SELL
$390.74 - $429.71 $127,381 - $140,085
-326 Reduced 9.98%
2,942 $1.15 Million
Q1 2020

Aug 25, 2020

SELL
$194.86 - $305.31 $1,364 - $2,137
-7 Reduced 0.21%
3,268 $815,000
Q1 2020

May 15, 2020

SELL
$194.86 - $305.31 $75,605 - $118,460
-388 Reduced 10.59%
3,275 $817,000
Q4 2019

Aug 25, 2020

SELL
$215.36 - $295.97 $4,953 - $6,807
-23 Reduced 0.62%
3,663 $1.08 Million
Q4 2019

Feb 14, 2020

BUY
$215.36 - $295.97 $90,020 - $123,715
418 Added 12.79%
3,686 $1.08 Million
Q4 2018

Apr 09, 2019

BUY
$232.94 - $286.33 $761,247 - $935,726
3,268 New
3,268 $814,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


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