A detailed history of Whipplewood Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 1,122 shares of UNH stock, worth $658,681. This represents 0.37% of its overall portfolio holdings.

Number of Shares
1,122
Previous 1,236 9.22%
Holding current value
$658,681
Previous $625 Million 0.74%
% of portfolio
0.37%
Previous 0.36%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025

SELL
$461.52 - $548.18 $52,613 - $62,492
-114 Reduced 9.22%
1,122 $621 Million
Q4 2024

Feb 04, 2025

BUY
$485.52 - $625.25 $600,102 - $772,809
1,236 New
1,236 $625 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 $549B
  • 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 Whipplewood Advisors, LLC Portfolio

Follow Whipplewood Advisors, LLC 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 Whipplewood Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Whipplewood Advisors, LLC with notifications on news.