A detailed history of Amplius Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 978 shares of UNH stock, worth $494,965. This represents 0.07% of its overall portfolio holdings.

Number of Shares
978
Previous 947 3.27%
Holding current value
$494,965
Previous $482,000 18.46%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 16, 2024

BUY
$488.01 - $604.18 $15,128 - $18,729
31 Added 3.27%
978 $571,000
Q2 2024

Jul 22, 2024

SELL
$439.2 - $524.63 $3,513 - $4,197
-8 Reduced 0.84%
947 $482,000
Q1 2024

Apr 16, 2024

SELL
$472.6 - $545.42 $17,958 - $20,725
-38 Reduced 3.83%
955 $472,000
Q4 2023

Jan 10, 2024

BUY
$509.47 - $552.97 $19,359 - $21,012
38 Added 3.98%
993 $522,000
Q3 2023

Oct 17, 2023

SELL
$447.75 - $510.93 $27,312 - $31,166
-61 Reduced 6.0%
955 $481,000
Q2 2023

Jul 26, 2023

BUY
$458.49 - $526.23 $20,632 - $23,680
45 Added 4.63%
1,016 $488,000
Q1 2023

Apr 25, 2023

BUY
$460.33 - $518.33 $26,699 - $30,063
58 Added 6.35%
971 $458,000
Q4 2022

Jan 19, 2023

SELL
$498.86 - $555.15 $493,372 - $549,043
-989 Reduced 52.0%
913 $0
Q3 2022

Nov 10, 2022

BUY
$501.24 - $549.95 $50,124 - $54,995
100 Added 5.55%
1,902 $960,000
Q2 2022

Jul 21, 2022

SELL
$452.06 - $546.01 $55,151 - $66,613
-122 Reduced 6.34%
1,802 $926,000
Q1 2022

May 09, 2022

SELL
$455.89 - $520.82 $162,752 - $185,932
-357 Reduced 15.65%
1,924 $981,000
Q4 2021

Jan 28, 2022

BUY
$387.01 - $505.58 $882,769 - $1.15 Million
2,281 New
2,281 $1.15 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 $473B
  • 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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