A detailed history of Adviser Investments LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Adviser Investments LLC holds 59,555 shares of UNH stock, worth $35.1 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
59,555
Previous 37,599 58.4%
Holding current value
$35.1 Million
Previous $18.6 Million 63.05%
% of portfolio
0.4%
Previous 0.25%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$439.2 - $524.63 $9.64 Million - $11.5 Million
21,956 Added 58.4%
59,555 $30.3 Million
Q1 2024

Apr 29, 2024

BUY
$472.6 - $545.42 $1.72 Million - $1.99 Million
3,640 Added 10.72%
37,599 $18.6 Million
Q4 2023

Feb 01, 2024

BUY
$509.47 - $552.97 $9.22 Million - $10 Million
18,101 Added 114.14%
33,959 $17.9 Million
Q3 2023

Oct 11, 2023

BUY
$447.75 - $510.93 $516,255 - $589,102
1,153 Added 7.84%
15,858 $8 Million
Q2 2023

Aug 04, 2023

BUY
$458.49 - $526.23 $1.36 Million - $1.56 Million
2,971 Added 25.32%
14,705 $7.07 Million
Q1 2023

Apr 25, 2023

BUY
$460.33 - $518.33 $259,165 - $291,819
563 Added 5.04%
11,734 $5.55 Million
Q4 2022

Jan 19, 2023

BUY
$498.86 - $555.15 $4.75 Million - $5.29 Million
9,528 Added 579.91%
11,171 $0
Q3 2022

Oct 14, 2022

BUY
$501.24 - $549.95 $62,655 - $68,743
125 Added 8.23%
1,643 $830,000
Q2 2022

Jul 14, 2022

BUY
$452.06 - $546.01 $1,808 - $2,184
4 Added 0.26%
1,518 $780,000
Q1 2022

May 04, 2022

BUY
$455.89 - $520.82 $29,176 - $33,332
64 Added 4.41%
1,514 $772,000
Q4 2021

Jan 31, 2022

BUY
$387.01 - $505.58 $10,836 - $14,156
28 Added 1.97%
1,450 $728,000
Q3 2021

Nov 05, 2021

BUY
$390.74 - $429.71 $26,570 - $29,220
68 Added 5.02%
1,422 $556,000
Q2 2021

Jul 09, 2021

SELL
$364.37 - $420.89 $12,752 - $14,731
-35 Reduced 2.52%
1,354 $542,000
Q4 2020

Jan 26, 2021

SELL
$303.68 - $356.82 $128,152 - $150,578
-422 Reduced 23.3%
1,389 $487,000
Q3 2020

Nov 13, 2020

BUY
$291.16 - $323.7 $8,734 - $9,711
30 Added 1.68%
1,811 $565,000
Q2 2020

Aug 03, 2020

BUY
$229.49 - $311.85 $22,719 - $30,873
99 Added 5.89%
1,781 $525,000
Q1 2020

Apr 08, 2020

SELL
$194.86 - $305.31 $50,273 - $78,769
-258 Reduced 13.3%
1,682 $419,000
Q4 2019

Feb 07, 2020

BUY
$215.36 - $295.97 $8,614 - $11,838
40 Added 2.11%
1,940 $570,000
Q3 2019

Nov 13, 2019

BUY
$215.26 - $266.65 $150,036 - $185,855
697 Added 57.94%
1,900 $413,000
Q1 2019

May 07, 2019

SELL
$236.02 - $271.13 $3,776 - $4,338
-16 Reduced 1.31%
1,203 $297,000
Q4 2018

Jan 25, 2019

BUY
$232.94 - $286.33 $12,578 - $15,461
54 Added 4.64%
1,219 $304,000
Q3 2018

Nov 14, 2018

SELL
$246.98 - $269.65 $12,349 - $13,482
-50 Reduced 4.12%
1,165 $310,000
Q2 2018

Aug 02, 2018

BUY
$217.2 - $255.98 $10,860 - $12,799
50 Added 4.29%
1,215 $298,000
Q1 2018

May 14, 2018

SELL
$212.55 - $248.47 $4,676 - $5,466
-22 Reduced 1.85%
1,165 $249,000
Q4 2017

Feb 12, 2018

BUY
$192.52 - $228.17 $29,840 - $35,366
155 Added 15.02%
1,187 $262,000
Q3 2017

Oct 23, 2017

BUY
$190.82 - $199.75 $196,926 - $206,142
1,032
1,032 $202,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $551B
  • 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
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