Affinity Investment Advisors, LLC Unitedhealth Group Inc Transaction History

Affinity Investment Advisors, LLC

  • $145 Million
  • Q3 2024

A detailed history of Affinity Investment Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Affinity Investment Advisors, LLC holds 5,364 shares of UNH stock, worth $3.2 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares
5,364
Previous 5,128 4.6%
Holding current value
$3.2 Million
Previous $2.61 Million 20.11%
% of portfolio
2.16%
Previous 1.96%

Shares

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

Oct 28, 2024
BUY
$488.01 - $604.18 $115,170 - $142,586
236 Added 4.6%
5,364 $3.14 Million
Q2 2024

Aug 13, 2024
SELL
$439.2 - $524.63 $1,756 - $2,098
-4 Reduced 0.08%
5,128 $2.61 Million
Q1 2024

May 03, 2024
BUY
$472.6 - $545.42 $406,436 - $469,061
860 Added 20.13%
5,132 $2.54 Million
Q4 2023

Feb 09, 2024
SELL
$509.47 - $552.97 $190,032 - $206,257
-373 Reduced 8.03%
4,272 $2.25 Million
Q3 2023

Oct 26, 2023
SELL
$447.75 - $510.93 $70,296 - $80,216
-157 Reduced 3.27%
4,645 $2.34 Million
Q2 2023

Aug 10, 2023
SELL
$458.49 - $526.23 $572,195 - $656,735
-1,248 Reduced 20.63%
4,802 $2.31 Million
Q1 2023

May 05, 2023
SELL
$460.33 - $518.33 $1.39 Million - $1.56 Million
-3,016 Reduced 33.27%
6,050 $2.86 Million
Q4 2022

Feb 08, 2023
SELL
$498.86 - $555.15 $82,311 - $91,599
-165 Reduced 1.79%
9,066 $4.81 Million
Q3 2022

Nov 08, 2022
SELL
$501.24 - $549.95 $893,710 - $980,560
-1,783 Reduced 16.19%
9,231 $4.66 Million
Q2 2022

Jul 27, 2022
SELL
$452.06 - $546.01 $20,794 - $25,116
-46 Reduced 0.42%
11,014 $5.66 Million
Q1 2022

May 05, 2022
SELL
$455.89 - $520.82 $113,972 - $130,205
-250 Reduced 2.21%
11,060 $5.64 Million
Q4 2021

Feb 04, 2022
SELL
$387.01 - $505.58 $58,438 - $76,342
-151 Reduced 1.32%
11,310 $5.68 Million
Q3 2021

Nov 08, 2021
BUY
$390.74 - $429.71 $405,978 - $446,468
1,039 Added 9.97%
11,461 $4.48 Million
Q2 2021

Aug 09, 2021
SELL
$364.37 - $420.89 $1.44 Million - $1.66 Million
-3,949 Reduced 27.48%
10,422 $4.17 Million
Q1 2021

May 13, 2021
SELL
$324.34 - $379.06 $942,532 - $1.1 Million
-2,906 Reduced 16.82%
14,371 $5.35 Million
Q4 2020

Feb 12, 2021
SELL
$303.68 - $356.82 $244,766 - $287,596
-806 Reduced 4.46%
17,277 $6.06 Million
Q3 2020

Nov 13, 2020
SELL
$291.16 - $323.7 $14,849 - $16,508
-51 Reduced 0.28%
18,083 $5.64 Million
Q2 2020

Aug 13, 2020
SELL
$229.49 - $311.85 $1.46 Million - $1.98 Million
-6,360 Reduced 25.97%
18,134 $5.35 Million
Q1 2020

May 15, 2020
BUY
$194.86 - $305.31 $185,506 - $290,655
952 Added 4.04%
24,494 $6.11 Million
Q4 2019

Feb 13, 2020
SELL
$215.36 - $295.97 $1.51 Million - $2.08 Million
-7,016 Reduced 22.96%
23,542 $6.92 Million
Q3 2019

Nov 12, 2019
SELL
$215.26 - $266.65 $581,632 - $720,488
-2,702 Reduced 8.12%
30,558 $6.64 Million
Q2 2019

Aug 08, 2019
SELL
$216.84 - $252.28 $1.99 Million - $2.32 Million
-9,198 Reduced 21.66%
33,260 $8.12 Million
Q1 2019

May 07, 2019
SELL
$236.02 - $271.13 $1.42 Million - $1.63 Million
-6,028 Reduced 12.43%
42,458 $10.5 Million
Q4 2018

Feb 05, 2019
SELL
$232.94 - $286.33 $2.18 Million - $2.68 Million
-9,361 Reduced 16.18%
48,486 $12.1 Million
Q3 2018

Nov 09, 2018
BUY
$246.98 - $269.65 $2 Million - $2.18 Million
8,100 Added 16.28%
57,847 $15.4 Million
Q2 2018

Aug 07, 2018
SELL
$217.2 - $255.98 $3.13 Million - $3.69 Million
-14,410 Reduced 22.46%
49,747 $12.2 Million
Q1 2018

May 08, 2018
SELL
$212.55 - $248.47 $82,469 - $96,406
-388 Reduced 0.6%
64,157 $13.7 Million
Q4 2017

Feb 07, 2018
SELL
$192.52 - $228.17 $557,537 - $660,780
-2,896 Reduced 4.29%
64,545 $14.2 Million
Q3 2017

Oct 31, 2017
BUY
$190.82 - $199.75 $12.9 Million - $13.5 Million
67,441
67,441 $13.2 Million

Others Institutions Holding UNH

# of Institutions
3,814
Shares Held
788M
Call Options Held
5.85M
Put Options Held
5.63M
View Full List

About UNITEDHEALTH GROUP INC

UNH Quotes by TradingView
  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $558B
  • 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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