Montgomery Rice Valerie Md

Number of records: 50
SEC FilingCompany/StockTrade DateTransactionSharesAvg. PriceTotal% HoldingsGain/Loss
03-Apr-24 4:18 PM
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Unitedhealth Group, Inc. (UNH) 01-Apr-24Grant 192----4%
5.26K to 5.45K
21-Mar-24 4:11 PM
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Unitedhealth Group, Inc. (UNH) 19-Mar-24Grant 19----< 1%
5.24K to 5.26K
04-Jan-24 5:29 PM
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Unitedhealth Group, Inc. (UNH) 02-Jan-24Grant 174----3%
5.06K to 5.24K
14-Dec-23 5:07 PM
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Unitedhealth Group, Inc. (UNH) 12-Dec-23Grant 17----< 1%
5.05K to 5.06K
04-Oct-23 4:12 PM
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Unitedhealth Group, Inc. (UNH) 02-Oct-23Grant 183----4%
4.86K to 5.05K
21-Sep-23 4:30 PM
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Unitedhealth Group, Inc. (UNH) 19-Sep-23Grant 18----< 1%
4.85K to 4.86K
08-Sep-23 4:56 PM
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23andme Holding Co. (VGAC) 06-Sep-23Grant 190,495$0.34$65,000.00128%
149.05K to 339.54K
06-Jul-23 5:24 PM
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Unitedhealth Group, Inc. (UNH) 03-Jul-23Grant 197----4%
4.65K to 4.85K
29-Jun-23 6:26 PM
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Unitedhealth Group, Inc. (UNH) 27-Jun-23Grant 17----< 1%
4.63K to 4.65K
05-Apr-23 4:10 PM
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Unitedhealth Group, Inc. (UNH) 03-Apr-23Grant 190----4%
4.44K to 4.63K
23-Mar-23 5:29 PM
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Unitedhealth Group, Inc. (UNH) 21-Mar-23Grant 15----< 1%
4.43K to 4.44K
05-Jan-23 4:22 PM
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Unitedhealth Group, Inc. (UNH) 03-Jan-23Grant 181----4%
4.25K to 4.43K
15-Dec-22 4:42 PM
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Unitedhealth Group, Inc. (UNH) 13-Dec-22Grant 13----< 1%
4.23K to 4.25K
04-Oct-22 5:28 PM
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Unitedhealth Group, Inc. (UNH) 03-Oct-22Grant 171----4%
4.06K to 4.23K
21-Sep-22 4:18 PM
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Unitedhealth Group, Inc. (UNH) 20-Sep-22Grant 13----< 1%
4.05K to 4.06K
08-Sep-22 4:41 PM
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23andme Holding Co. (VGAC) 06-Sep-22Grant 18,210$0.61$11,017.2014%
130.84K to 149.05K
29-Aug-22 4:32 PM
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23andme Holding Co. (VGAC) 25-Aug-22Grant 75,576$0.71$53,997.60137%
55.26K to 130.84K
05-Jul-22 4:58 PM
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Unitedhealth Group, Inc. (UNH) 01-Jul-22Grant 171----4%
3.88K to 4.05K
30-Jun-22 4:12 PM
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Unitedhealth Group, Inc. (UNH) 28-Jun-22Grant 13----< 1%
3.87K to 3.88K
05-Apr-22 5:55 PM
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Unitedhealth Group, Inc. (UNH) 01-Apr-22Grant 166----4%
3.7K to 3.87K
24-Mar-22 9:42 PM
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Unitedhealth Group, Inc. (UNH) 22-Mar-22Grant 11----< 1%
3.69K to 3.7K
05-Jan-22 4:39 PM
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Unitedhealth Group, Inc. (UNH) 03-Jan-22Grant 149----4%
3.54K to 3.69K
16-Dec-21 6:06 PM
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Unitedhealth Group, Inc. (UNH) 14-Dec-21Grant 12----< 1%
3.53K to 3.54K
05-Oct-21 4:54 PM
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Unitedhealth Group, Inc. (UNH) 01-Oct-21Grant 191----6%
3.34K to 3.53K
23-Sep-21 10:00 PM
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Unitedhealth Group, Inc. (UNH) 21-Sep-21Grant 12----< 1%
3.33K to 3.34K
16-Sep-21 10:00 PM
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23andme Holding Co. (VGAC) 14-Sep-21Grant 55,263----100%
0 to 55.26K
01-Jul-21 5:20 PM
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Unitedhealth Group, Inc. (UNH) 29-Jun-21Grant 12----< 1%
3.13K to 3.14K
05-Apr-21 5:29 PM
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Unitedhealth Group, Inc. (UNH) 01-Apr-21Grant 204----7%
2.92K to 3.13K
25-Mar-21 10:00 PM
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Unitedhealth Group, Inc. (UNH) 23-Mar-21Grant 10----< 1%
2.91K to 2.92K
06-Jan-21 5:40 PM
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Unitedhealth Group, Inc. (UNH) 04-Jan-21Grant 192----7%
2.72K to 2.91K
17-Dec-20 5:16 PM
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Unitedhealth Group, Inc. (UNH) 15-Dec-20Grant 10----< 1%
2.71K to 2.72K
05-Oct-20 4:48 PM
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Unitedhealth Group, Inc. (UNH) 01-Oct-20Grant 214----9%
2.5K to 2.71K
24-Sep-20 5:18 PM
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Unitedhealth Group, Inc. (UNH) 22-Sep-20Grant 11----< 1%
2.49K to 2.5K
02-Jul-20 4:51 PM
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Unitedhealth Group, Inc. (UNH) 01-Jul-20Grant 225----10%
2.26K to 2.49K
02-Jul-20 4:51 PM
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Unitedhealth Group, Inc. (UNH) 30-Jun-20Grant 10----< 1%
2.25K to 2.26K
03-Apr-20 5:55 PM
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Unitedhealth Group, Inc. (UNH) 01-Apr-20Grant 282----14%
1.97K to 2.25K
26-Mar-20 4:35 PM
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Unitedhealth Group, Inc. (UNH) 24-Mar-20Grant 10----< 1%
1.96K to 1.97K
03-Jan-20 4:19 PM
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Unitedhealth Group, Inc. (UNH) 02-Jan-20Grant 176----10%
1.78K to 1.96K
19-Dec-19 5:13 PM
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Unitedhealth Group, Inc. (UNH) 17-Dec-19Grant 7----< 1%
1.78K to 1.78K
02-Oct-19 5:01 PM
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Unitedhealth Group, Inc. (UNH) 01-Oct-19Grant 236----15%
1.54K to 1.78K
26-Sep-19 5:57 PM
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Unitedhealth Group, Inc. (UNH) 24-Sep-19Grant 8----< 1%
1.53K to 1.54K
03-Jul-19 4:17 PM
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Unitedhealth Group, Inc. (UNH) 01-Jul-19Grant 212----16%
1.32K to 1.53K
27-Jun-19 5:42 PM
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Unitedhealth Group, Inc. (UNH) 25-Jun-19Grant 6----< 1%
1.31K to 1.32K
02-Apr-19 4:25 PM
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Unitedhealth Group, Inc. (UNH) 01-Apr-19Grant 209----19%
1.11K to 1.31K
21-Mar-19 4:43 PM
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Unitedhealth Group, Inc. (UNH) 19-Mar-19Grant 4----< 1%
1.1K to 1.11K
03-Jan-19 4:03 PM
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Unitedhealth Group, Inc. (UNH) 02-Jan-19Grant 211----24%
0.89K to 1.1K
17-Dec-18 5:01 PM
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Unitedhealth Group, Inc. (UNH) 13-Dec-18Grant 3----< 1%
0.89K to 0.89K
02-Oct-18 4:38 PM
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Unitedhealth Group, Inc. (UNH) 01-Oct-18Grant 163----22%
0.72K to 0.89K
20-Sep-18 4:37 PM
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Unitedhealth Group, Inc. (UNH) 18-Sep-18Grant 3----< 1%
0.72K to 0.72K
05-Jul-18 4:08 PM
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Unitedhealth Group, Inc. (UNH) 02-Jul-18Grant 177----32%
0.55K to 0.72K