A detailed history of Asset Planning Services Inc transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Asset Planning Services Inc holds 12,465 shares of UNH stock, worth $6.23 Million. This represents 3.6% of its overall portfolio holdings.

Number of Shares
12,465
Previous 12,315 1.22%
Holding current value
$6.23 Million
Previous $6.27 Million 16.2%
% of portfolio
3.6%
Previous 3.31%

Shares

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

Oct 22, 2024

BUY
$488.01 - $604.18 $73,201 - $90,626
150 Added 1.22%
12,465 $7.29 Million
Q2 2024

Jul 25, 2024

SELL
$439.2 - $524.63 $195,444 - $233,460
-445 Reduced 3.49%
12,315 $6.27 Million
Q1 2024

Apr 23, 2024

SELL
$472.6 - $545.42 $70,890 - $81,813
-150 Reduced 1.16%
12,760 $6.31 Million
Q4 2023

Jan 16, 2024

SELL
$509.47 - $552.97 $94,251 - $102,299
-185 Reduced 1.41%
12,910 $6.8 Million
Q3 2023

Oct 19, 2023

SELL
$447.75 - $510.93 $564,165 - $643,771
-1,260 Reduced 8.78%
13,095 $6.6 Million
Q2 2023

Jul 21, 2023

SELL
$458.49 - $526.23 $204,028 - $234,172
-445 Reduced 3.01%
14,355 $6.9 Million
Q1 2023

Apr 21, 2023

SELL
$460.33 - $518.33 $540,887 - $609,037
-1,175 Reduced 7.36%
14,800 $6.99 Million
Q4 2022

Jan 17, 2023

BUY
$498.86 - $555.15 $12,471 - $13,878
25 Added 0.16%
15,975 $8.47 Million
Q3 2022

Oct 19, 2022

SELL
$501.24 - $549.95 $25,062 - $27,497
-50 Reduced 0.31%
15,950 $8.06 Million
Q2 2022

Jul 22, 2022

SELL
$452.06 - $546.01 $27,123 - $32,760
-60 Reduced 0.37%
16,000 $8.22 Million
Q4 2021

Jan 18, 2022

SELL
$387.01 - $505.58 $174,154 - $227,511
-450 Reduced 2.73%
16,060 $8.06 Million
Q2 2021

Jul 19, 2021

BUY
$364.37 - $420.89 $30,971 - $35,775
85 Added 0.52%
16,510 $6.61 Million
Q1 2021

Apr 20, 2021

SELL
$324.34 - $379.06 $145,953 - $170,577
-450 Reduced 2.67%
16,425 $6.11 Million
Q4 2020

Jan 13, 2021

SELL
$303.68 - $356.82 $22,776 - $26,761
-75 Reduced 0.44%
16,875 $5.92 Million
Q2 2020

Jul 14, 2020

BUY
$229.49 - $311.85 $6,884 - $9,355
30 Added 0.18%
16,950 $5 Million
Q1 2020

Apr 16, 2020

BUY
$194.86 - $305.31 $151,016 - $236,615
775 Added 4.8%
16,920 $4.22 Million
Q4 2019

Jan 21, 2020

BUY
$215.36 - $295.97 $10,768 - $14,798
50 Added 0.31%
16,145 $4.75 Million
Q3 2019

Oct 22, 2019

SELL
$215.26 - $266.65 $135,613 - $167,989
-630 Reduced 3.77%
16,095 $3.5 Million
Q2 2019

Jul 25, 2019

BUY
$216.84 - $252.28 $173,472 - $201,824
800 Added 5.02%
16,725 $4.08 Million
Q1 2019

Apr 30, 2019

BUY
$236.02 - $271.13 $3.76 Million - $4.32 Million
15,925 New
15,925 $3.94 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 $468B
  • 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
Track This Portfolio

Track Asset Planning Services Inc Portfolio

Follow Asset Planning Services Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Asset Planning Services Inc , based on Form 13F filings with the SEC.

News

Stay updated on Asset Planning Services Inc with notifications on news.