UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 585 Value ($000) $202 Avg Close $298.94 Range $231.57 - $357.63
Q2 2025
Shares 738 Value ($000) $230 Avg Close $374.94 Range $243.94 - $594.32
Q1 2025
Shares 865 Value ($000) $453 Avg Close $499.48 Range $427.96 - $540.60
Q4 2024
Shares 837 Value ($000) $424 Avg Close $552.89 Range $464.38 - $613.22
Q3 2024
Shares 849 Value ($000) $497 Avg Close $548.30 Range $469.38 - $588.97
Q2 2024
Shares 4,953 Value ($000) $0 Avg Close $473.12 Range $420.98 - $509.52
Q1 2024
Shares 882 Value ($000) $0 Avg Close $488.97 Range $449.89 - $527.55
Q4 2023
Shares 893 Value ($000) $0 Avg Close $511.31 Range $481.83 - $533.02
Q3 2023
Shares 898 Value ($000) $0 Avg Close $469.94 Range $426.58 - $492.38
Q2 2023
Shares 923 Value ($000) $443 Avg Close $464.88 Range $423.41 - $503.95
Q1 2023
Shares 993 Value ($000) $468 Avg Close $457.25 Range $434.73 - $497.60
Q3 2022
Shares 1,389 Value ($000) $701 Avg Close $495.09 Range $463.11 - $520.39
Q2 2022
Shares 709 Value ($000) $364 Avg Close $471.05 Range $423.08 - $518.69
Q1 2022
Shares 657 Value ($000) $333 Avg Close $451.15 Range $416.63 - $489.25
Q4 2021
Shares 744 Value ($000) $373 Avg Close $422.19 Range $356.94 - $475.98
Q3 2021
Shares 1,133 Value ($000) $470 Avg Close $384.84 Range $363.78 - $400.47
Q2 2021
Shares 686 Value ($000) $275 Avg Close $369.03 Range $333.51 - $394.04
Q1 2021
Shares 636 Value ($000) $212 Avg Close $319.66 Range $295.28 - $351.97
Q4 2020
Shares 636 Value ($000) $212 Avg Close $308.19 Range $275.16 - $337.94
Q3 2020
Shares 872 Value ($000) $272 Avg Close $281.21 Range $262.60 - $296.87
Q2 2020
Shares 980 Value ($000) $289 Avg Close $261.11 Range $205.85 - $287.65
Q1 2020
Shares 1,040 Value ($000) $259 Avg Close $249.73 Range $170.96 - $278.13
Q4 2019
Shares 1,043 Value ($000) $307 Avg Close $236.60 Range $191.58 - $272.04
Q3 2019
Shares 1,014 Value ($000) $220 Avg Close $217.12 Range $192.52 - $241.58
Q2 2019
Shares 931 Value ($000) $227 Avg Close $215.47 Range $186.25 - $227.91
Q1 2019
Shares 933 Value ($000) $230 Avg Close $227.63 Range $209.12 - $242.99
Q4 2018
Shares 878 Value ($000) $218 Avg Close $235.05 Range $206.71 - $256.77