Levy Wealth Management Group, LLC
- SEC CIK
- 0001843138
- Latest filing
- Jul 25, 2024
UNH holding history
UnitedHealth Group Inc in every 13F filed by Levy Wealth Management Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UNH overviewAll 13F holders of UNHFull Q2 2024 holdings
- Shares (Q2 2024)
- 892
- Value
- $454.0K
- % of portfolio
- 0.1%
- Quarters held
- 8
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 892 | $454.0K | 0.1% | −110−11.0% | Reduced | Holders |
| Q1 2024 | 1,002 | $527.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 1,002 | $527.6K | 0.1% | +2+0.2% | Added | Holders |
| Q3 2023 | 1,000 | $504.1K | 0.2% | +3+0.3% | Added | Holders |
| Q2 2023 | 997 | $479.1K | 0.1% | +3+0.3% | Added | Holders |
| Q1 2023 | 994 | $469.7K | 0.1% | +323+48.1% | Added | Holders |
| Q4 2022 | 671 | $355.8K | 0.1% | +1+0.1% | Added | Holders |
| Q3 2022 | 670 | $338.0K | 0.1% | +670 | New | Holders |