Accretive Wealth Partners, LLC Unitedhealth Group Inc Transaction History

Accretive Wealth Partners, LLC

$236 Million
Q2 2024

A detailed history of Accretive Wealth Partners, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 4,509 shares of UNH stock, worth $2.6 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

4,509

Previous 4,459 1.12%

Holding current value

$2.6 Million

Previous $2.21 Million 4.13%

% of portfolio

0.97%

Previous 0.96%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$439.2 - $524.63 $21,960 - $26,231	50 Added 1.12%	4,509 $2.3 Million
Q1 2024 May 06, 2024	BUY	$472.6 - $545.42 $10,397 - $11,999	22 Added 0.5%	4,459 $2.21 Million
Q4 2023 Feb 06, 2024	BUY	$509.47 - $552.97 $8,151 - $8,847	16 Added 0.36%	4,437 $2.34 Million
Q3 2023 Nov 06, 2023	BUY	$447.75 - $510.93 $7,164 - $8,174	16 Added 0.36%	4,421 $2.23 Million
Q2 2023 Aug 07, 2023	BUY	$458.49 - $526.23 $23,841 - $27,363	52 Added 1.19%	4,405 $2.12 Million
Q1 2023 May 04, 2023	BUY	$460.33 - $518.33 $20,254 - $22,806	44 Added 1.02%	4,353 $2.06 Million
Q4 2022 Feb 13, 2023	BUY	$498.86 - $555.15 $166,619 - $185,420	334 Added 8.4%	4,309 $2.28 Million
Q3 2022 Nov 14, 2022	SELL	$501.24 - $549.95 $4,009 - $4,399	-8 Reduced 0.2%	3,975 $2.01 Million
Q2 2022 Aug 12, 2022	SELL	$452.06 - $546.01 $4,068 - $4,914	-9 Reduced 0.23%	3,983 $2.05 Million
Q1 2022 May 12, 2022	SELL	$455.89 - $520.82 $16,867 - $19,270	-37 Reduced 0.92%	3,992 $2.04 Million
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $34,830 - $45,502	90 Added 2.28%	4,029 $2.02 Million
Q3 2021 Nov 12, 2021	BUY	$390.74 - $429.71 $56,266 - $61,878	144 Added 3.79%	3,939 $1.54 Million
Q2 2021 Aug 13, 2021	BUY	$364.37 - $420.89 $87,084 - $100,592	239 Added 6.72%	3,795 $1.52 Million
Q1 2021 May 17, 2021	BUY	$324.34 - $379.06 $83,031 - $97,039	256 Added 7.76%	3,556 $1.32 Million
Q4 2020 Feb 12, 2021	SELL	$303.68 - $356.82 $884,316 - $1.04 Million	-2,912 Reduced 46.88%	3,300 $1.16 Million
Q4 2020 Feb 12, 2021	BUY	$303.68 - $356.82 $1.89 Million - $2.22 Million	6,212 New	6,212 $2.18 Million

Others Institutions Holding UNH

# of Institutions

3,735

Shares Held

782M

Call Options Held

5.86M

Put Options Held

5.64M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $540B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Accretive Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accretive Wealth Partners, LLC with notifications on news.

Account

Accretive Wealth Partners, LLC Unitedhealth Group Inc Transaction History