A detailed history of Traphagen Investment Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 1,005 shares of UNH stock, worth $609,823. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,005
Previous 998 0.7%
Holding current value
$609,823
Previous $508,000 15.55%
% of portfolio
0.07%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$488.01 - $604.18 $3,416 - $4,229
7 Added 0.7%
1,005 $587,000
Q2 2024

Jul 23, 2024

SELL
$439.2 - $524.63 $3,074 - $3,672
-7 Reduced 0.7%
998 $508,000
Q1 2024

May 15, 2024

BUY
$472.6 - $545.42 $474,963 - $548,147
1,005 New
1,005 $497 Million
Q4 2023

Jun 17, 2024

BUY
$509.47 - $552.97 $22,926 - $24,883
45 Added 4.48%
1,050 $553 Million
Q3 2023

Jun 17, 2024

SELL
$447.75 - $510.93 $66,267 - $75,617
-148 Reduced 14.73%
857 $432 Million
Q2 2023

Jun 17, 2024

SELL
$458.49 - $526.23 $58,228 - $66,831
-127 Reduced 12.64%
878 $422 Million
Q1 2023

Jun 17, 2024

BUY
$460.33 - $518.33 $38,207 - $43,021
83 Added 10.59%
867 $410 Million
Q4 2022

Jun 17, 2024

SELL
$498.86 - $555.15 $110,248 - $122,688
-221 Reduced 21.99%
784 $416 Million
Q3 2022

Jun 17, 2024

SELL
$501.24 - $549.95 $13,533 - $14,848
-27 Reduced 3.43%
760 $384 Million
Q2 2022

Jun 17, 2024

SELL
$452.06 - $546.01 $98,549 - $119,030
-218 Reduced 21.69%
787 $404 Million
Q1 2022

Jun 17, 2024

BUY
$455.89 - $520.82 $26,897 - $30,728
59 Added 8.91%
721 $367 Million
Q4 2021

Jun 17, 2024

SELL
$387.01 - $505.58 $132,744 - $173,413
-343 Reduced 34.13%
662 $332 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 $568B
  • 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 Traphagen Investment Advisors LLC Portfolio

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

News

Stay updated on Traphagen Investment Advisors LLC with notifications on news.