A detailed history of Arete Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 4,922 shares of UNH stock, worth $2.94 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,922
Holding current value
$2.94 Million
% of portfolio
0.2%

Shares

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

Aug 13, 2024

BUY
$439.2 - $524.63 $2.16 Million - $2.58 Million
4,922 New
4,922 $2.47 Million
Q4 2023

Feb 14, 2024

BUY
$509.47 - $552.97 $2.29 Million - $2.48 Million
4,489 New
4,489 $2.36 Million
Q2 2023

Aug 09, 2023

SELL
$458.49 - $526.23 $591,910 - $679,362
-1,291 Reduced 24.15%
4,055 $1.95 Million
Q1 2023

May 01, 2023

BUY
$460.33 - $518.33 $82,399 - $92,781
179 Added 3.46%
5,346 $2.53 Million
Q4 2022

Feb 06, 2023

SELL
$498.86 - $555.15 $96,778 - $107,699
-194 Reduced 3.62%
5,167 $2.74 Million
Q3 2022

Nov 07, 2022

BUY
$501.24 - $549.95 $1.26 Million - $1.38 Million
2,518 Added 88.57%
5,361 $2.71 Million
Q2 2022

Aug 15, 2022

BUY
$452.06 - $546.01 $39,781 - $48,048
88 Added 3.19%
2,843 $1.46 Million
Q1 2022

May 06, 2022

SELL
$455.89 - $520.82 $473,669 - $541,131
-1,039 Reduced 27.39%
2,755 $1.41 Million
Q4 2021

Feb 07, 2022

SELL
$387.01 - $505.58 $774 - $1,011
-2 Reduced 0.05%
3,794 $1.91 Million
Q3 2021

Nov 15, 2021

SELL
$390.74 - $429.71 $125,427 - $137,936
-321 Reduced 7.8%
3,796 $1.48 Million
Q2 2021

Aug 09, 2021

SELL
$364.37 - $420.89 $89,270 - $103,118
-245 Reduced 5.62%
4,117 $1.51 Million
Q1 2021

May 10, 2021

BUY
$324.34 - $379.06 $726,197 - $848,715
2,239 Added 105.46%
4,362 $1.62 Million
Q4 2020

Feb 08, 2021

SELL
$303.68 - $356.82 $1.12 Million - $1.32 Million
-3,693 Reduced 63.5%
2,123 $744,000
Q3 2020

Nov 09, 2020

SELL
$291.16 - $323.7 $12,228 - $13,595
-42 Reduced 0.72%
5,816 $1.81 Million
Q2 2020

Aug 11, 2020

SELL
$229.49 - $311.85 $120,711 - $164,033
-526 Reduced 8.24%
5,858 $1.73 Million
Q1 2020

May 14, 2020

BUY
$194.86 - $305.31 $42,479 - $66,557
218 Added 3.54%
6,384 $1.59 Million
Q4 2019

Feb 14, 2020

SELL
$215.36 - $295.97 $92,174 - $126,675
-428 Reduced 6.49%
6,166 $1.81 Million
Q3 2019

Nov 13, 2019

BUY
$215.26 - $266.65 $193,518 - $239,718
899 Added 15.79%
6,594 $1.43 Million
Q2 2019

Aug 14, 2019

BUY
$216.84 - $252.28 $107,335 - $124,878
495 Added 9.52%
5,695 $1.39 Million
Q1 2019

May 15, 2019

BUY
$236.02 - $271.13 $429,792 - $493,727
1,821 Added 53.89%
5,200 $1.29 Million
Q4 2018

Feb 14, 2019

BUY
$232.94 - $286.33 $446,313 - $548,608
1,916 Added 130.96%
3,379 $842,000
Q3 2018

Nov 14, 2018

BUY
$246.98 - $269.65 $46,432 - $50,694
188 Added 14.75%
1,463 $389,000
Q2 2018

Aug 14, 2018

BUY
$217.2 - $255.98 $276,930 - $326,374
1,275 New
1,275 $313,000
Q1 2018

May 15, 2018

SELL
$212.55 - $248.47 $224,027 - $261,887
-1,054 Closed
0 $0
Q4 2017

Feb 14, 2018

SELL
$192.52 - $228.17 $9,626 - $11,408
-50 Reduced 4.53%
1,054 $232,000
Q3 2017

Nov 15, 2017

BUY
$190.82 - $199.75 $210,665 - $220,524
1,104
1,104 $216,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


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