INSTITUTE FOR WEALTH MANAGEMENT, LLC. – UnitedHealth Group Incorporated Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.68M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-1.67%
quarter
UnitedHealth Group Incorporated 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.09% | 36 shares | -10K | $505.04 | 3.34K |
| Q2 2022 | share | Increase | +8.71% | 265 shares | 147K | $513.63 | 3.30K |
| Q1 2022 | share | Increase | +1.30% | 39 shares | 43K | $509.97 | 3.04K |
| Q4 2021 | share | Increase | +0.33% | 10 shares | 339K | $504.43 | 3.00K |
| Q3 2021 | share | Increase | +6.32% | 178 shares | 42K | $389.48 | 2.99K |
| Q2 2021 | share | Increase | +2.40% | 66 shares | 105K | $397.72 | 2.81K |
| Q1 2021 | share | Increase | +4.84% | 127 shares | 103K | $368.18 | 2.75K |
| Q4 2020 | share | Increase | +14.34% | 329 shares | 205K | $345.8 | 2.62K |
| Q3 2020 | share | Decrease | -5.48% | -133 shares | -1K | $306.33 | 2.29K |
| Q2 2020 | share | Increase | +11.38% | 248 shares | 173K | $288.61 | 2.42K |
| Q1 2020 | share | Decrease | -1.63% | -36 shares | -108K | $242.98 | 2.17K |
| Q4 2019 | share | Decrease | -8.92% | -217 shares | 122K | $285.3 | 2.21K |
| Q3 2019 | share | Decrease | -18.14% | -539 shares | -196K | $210.09 | 2.43K |
| Q2 2019 | share | Increase | +9.55% | 259 shares | 51K | $234.81 | 2.97K |
| Q1 2019 | share | Decrease | -9.48% | -284 shares | -71K | $236.89 | 2.71K |
| Q4 2018 | share | Increase | 0.00% | 2.99K shares | 745K | $237.77 | 2.99K |
| Q3 2017 | share | Decrease | -100.00% | -2.52K shares | -471K | $183.84 | 0 |
| Q2 2017 | share | Increase | 0.00% | 2.52K shares | 471K | $173.4 | 2.52K |