A detailed history of Annex Advisory Services, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Annex Advisory Services, LLC holds 41,955 shares of UNH stock, worth $21.2 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
41,955
Previous 40,845 2.72%
Holding current value
$21.2 Million
Previous $20.8 Million 17.93%
% of portfolio
0.89%
Previous 0.76%

Shares

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

Oct 10, 2024

BUY
$488.01 - $604.18 $541,691 - $670,639
1,110 Added 2.72%
41,955 $24.5 Million
Q2 2024

Jul 12, 2024

BUY
$439.2 - $524.63 $1.2 Million - $1.43 Million
2,725 Added 7.15%
40,845 $20.8 Million
Q1 2024

Apr 12, 2024

BUY
$472.6 - $545.42 $1.03 Million - $1.19 Million
2,179 Added 6.06%
38,120 $18.9 Million
Q4 2023

Feb 13, 2024

BUY
$509.47 - $552.97 $386,178 - $419,151
758 Added 2.15%
35,941 $18.9 Million
Q3 2023

Oct 31, 2023

BUY
$447.75 - $510.93 $1.58 Million - $1.8 Million
3,532 Added 11.16%
35,183 $17.7 Million
Q2 2023

Jul 24, 2023

BUY
$458.49 - $526.23 $1.74 Million - $2 Million
3,796 Added 13.63%
31,651 $15.2 Million
Q1 2023

Apr 27, 2023

BUY
$460.33 - $518.33 $7.37 Million - $8.3 Million
16,015 Added 135.26%
27,855 $13.2 Million
Q4 2022

Jan 27, 2023

SELL
$498.86 - $555.15 $505,844 - $562,922
-1,014 Reduced 7.89%
11,840 $6.28 Million
Q3 2022

Oct 24, 2022

SELL
$501.24 - $549.95 $93,731 - $102,840
-187 Reduced 1.43%
12,854 $6.49 Million
Q2 2022

Jul 27, 2022

BUY
$452.06 - $546.01 $215,180 - $259,900
476 Added 3.79%
13,041 $6.7 Million
Q1 2022

Apr 13, 2022

BUY
$455.89 - $520.82 $169,135 - $193,224
371 Added 3.04%
12,565 $6.41 Million
Q4 2021

Jan 31, 2022

BUY
$387.01 - $505.58 $88,238 - $115,272
228 Added 1.91%
12,194 $6.12 Million
Q3 2021

Oct 18, 2021

BUY
$390.74 - $429.71 $230,536 - $253,528
590 Added 5.19%
11,966 $4.68 Million
Q2 2021

Jul 29, 2021

BUY
$364.37 - $420.89 $1.29 Million - $1.5 Million
3,552 Added 45.4%
11,376 $4.56 Million
Q1 2021

Apr 22, 2021

BUY
$324.34 - $379.06 $230,605 - $269,511
711 Added 10.0%
7,824 $2.91 Million
Q4 2020

Jan 28, 2021

BUY
$303.68 - $356.82 $57,395 - $67,438
189 Added 2.73%
7,113 $2.5 Million
Q3 2020

Oct 23, 2020

BUY
$291.16 - $323.7 $76,283 - $84,809
262 Added 3.93%
6,924 $2.16 Million
Q2 2020

Jul 21, 2020

BUY
$229.49 - $311.85 $199,885 - $271,621
871 Added 15.04%
6,662 $1.97 Million
Q1 2020

Apr 22, 2020

BUY
$194.86 - $305.31 $522,809 - $819,146
2,683 Added 86.33%
5,791 $1.44 Million
Q4 2019

Feb 10, 2020

SELL
$215.36 - $295.97 $18,520 - $25,453
-86 Reduced 2.69%
3,108 $914,000
Q3 2019

Nov 14, 2019

SELL
$215.26 - $266.65 $37,024 - $45,863
-172 Reduced 5.11%
3,194 $694,000
Q2 2019

Jul 18, 2019

SELL
$216.84 - $252.28 $1.12 Million - $1.3 Million
-5,143 Reduced 60.44%
3,366 $821,000
Q1 2019

May 15, 2019

BUY
$236.02 - $271.13 $13,453 - $15,454
57 Added 0.67%
8,509 $2.1 Million
Q4 2018

Feb 12, 2019

BUY
$232.94 - $286.33 $98,999 - $121,690
425 Added 5.29%
8,452 $2.11 Million
Q3 2018

Nov 13, 2018

BUY
$246.98 - $269.65 $116,821 - $127,544
473 Added 6.26%
8,027 $2.14 Million
Q2 2018

Aug 13, 2018

BUY
$217.2 - $255.98 $42,788 - $50,428
197 Added 2.68%
7,554 $1.85 Million
Q1 2018

May 03, 2018

BUY
$212.55 - $248.47 $156,224 - $182,625
735 Added 11.1%
7,357 $1.57 Million
Q4 2017

Feb 13, 2018

BUY
$192.52 - $228.17 $66,611 - $78,946
346 Added 5.51%
6,622 $1.46 Million
Q3 2017

Nov 02, 2017

BUY
$190.82 - $199.75 $1.2 Million - $1.25 Million
6,276
6,276 $1.23 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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