Alta Wealth Advisors LLC Unitedhealth Group Inc Transaction History

Alta Wealth Advisors LLC

$219 Million
Q3 2024

A detailed history of Alta Wealth Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 3,331 shares of UNH stock, worth $1.99 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

3,331

Previous 3,357 0.77%

Holding current value

$1.99 Million

Previous $1.71 Million 13.93%

% of portfolio

0.89%

Previous 0.85%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$488.01 - $604.18 $12,688 - $15,708	-26 Reduced 0.77%	3,331 $1.95 Million
Q2 2024 Jul 24, 2024	SELL	$439.2 - $524.63 $11,419 - $13,640	-26 Reduced 0.77%	3,357 $1.71 Million
Q1 2024 May 01, 2024	SELL	$472.6 - $545.42 $6,143 - $7,090	-13 Reduced 0.38%	3,383 $1.67 Million
Q4 2023 Feb 12, 2024	SELL	$509.47 - $552.97 $73,873 - $80,180	-145 Reduced 4.09%	3,396 $1.79 Million
Q3 2023 Oct 19, 2023	SELL	$447.75 - $510.93 $77,460 - $88,390	-173 Reduced 4.66%	3,541 $1.79 Million
Q2 2023 Jul 17, 2023	SELL	$458.49 - $526.23 $31,635 - $36,309	-69 Reduced 1.82%	3,714 $1.79 Million
Q1 2023 Apr 21, 2023	BUY	$460.33 - $518.33 $179,989 - $202,667	391 Added 11.53%	3,783 $1.79 Million
Q4 2022 Jan 20, 2023	SELL	$498.86 - $555.15 $79,817 - $88,824	-160 Reduced 4.5%	3,392 $0
Q3 2022 Oct 17, 2022	BUY	$501.24 - $549.95 $8,521 - $9,349	17 Added 0.48%	3,552 $1.79 Million
Q2 2022 Jul 28, 2022	BUY	$452.06 - $546.01 $17,178 - $20,748	38 Added 1.09%	3,535 $1.83 Million
Q1 2022 Apr 27, 2022	BUY	$455.89 - $520.82 $15,044 - $17,187	33 Added 0.95%	3,497 $1.78 Million
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $296,836 - $387,779	767 Added 28.44%	3,464 $1.74 Million
Q3 2021 Oct 13, 2021	SELL	$390.74 - $429.71 $25,788 - $28,360	-66 Reduced 2.39%	2,697 $1.05 Million
Q2 2021 Aug 02, 2021	BUY	$364.37 - $420.89 $18,947 - $21,886	52 Added 1.92%	2,763 $1.11 Million
Q1 2021 Apr 20, 2021	SELL	$324.34 - $379.06 $3,567 - $4,169	-11 Reduced 0.4%	2,711 $1.01 Million
Q4 2020 Feb 08, 2021	BUY	$303.68 - $356.82 $826,616 - $971,264	2,722 New	2,722 $955,000

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

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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Alta Wealth Advisors LLC Unitedhealth Group Inc Transaction History