A detailed history of Avantax Advisory Services, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 71,502 shares of UNH stock, worth $39.9 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
71,502
Previous 37,630 90.01%
Holding current value
$39.9 Million
Previous $18.6 Million 95.61%
% of portfolio
0.26%
Previous 0.17%

Shares

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

Aug 09, 2024

BUY
$439.2 - $524.63 $14.9 Million - $17.8 Million
33,872 Added 90.01%
71,502 $36.4 Million
Q1 2024

May 08, 2024

BUY
$472.6 - $545.42 $2.4 Million - $2.77 Million
5,074 Added 15.59%
37,630 $18.6 Million
Q4 2023

Feb 07, 2024

BUY
$509.47 - $552.97 $135,519 - $147,090
266 Added 0.82%
32,556 $17.1 Million
Q3 2023

Nov 07, 2023

SELL
$447.75 - $510.93 $33,133 - $37,808
-74 Reduced 0.23%
32,290 $16.3 Million
Q2 2023

Aug 11, 2023

BUY
$458.49 - $526.23 $369,542 - $424,141
806 Added 2.55%
32,364 $15.6 Million
Q1 2023

Apr 28, 2023

BUY
$460.33 - $518.33 $960,708 - $1.08 Million
2,087 Added 7.08%
31,558 $14.9 Million
Q4 2022

Feb 13, 2023

BUY
$498.86 - $555.15 $2.35 Million - $2.62 Million
4,718 Added 19.06%
29,471 $15.6 Million
Q3 2022

Nov 01, 2022

BUY
$501.24 - $549.95 $535,324 - $587,346
1,068 Added 4.51%
24,753 $12.5 Million
Q2 2022

Aug 02, 2022

BUY
$452.06 - $546.01 $150,988 - $182,367
334 Added 1.43%
23,685 $12.2 Million
Q1 2022

Apr 27, 2022

BUY
$455.89 - $520.82 $1.45 Million - $1.66 Million
3,182 Added 15.78%
23,351 $11.9 Million
Q4 2021

Jan 24, 2022

BUY
$387.01 - $505.58 $1 Million - $1.31 Million
2,592 Added 14.75%
20,169 $10.1 Million
Q3 2021

Oct 21, 2021

BUY
$390.74 - $429.71 $229,755 - $252,669
588 Added 3.46%
17,577 $6.88 Million
Q2 2021

Jul 29, 2021

BUY
$364.37 - $420.89 $278,378 - $321,559
764 Added 4.71%
16,989 $6.8 Million
Q1 2021

May 13, 2021

SELL
$324.34 - $379.06 $51,245 - $59,891
-158 Reduced 0.96%
16,225 $6.04 Million
Q4 2020

Jan 22, 2021

SELL
$303.68 - $356.82 $5.59 Million - $6.57 Million
-18,411 Reduced 52.91%
16,383 $5.75 Million
Q3 2020

Oct 14, 2020

BUY
$291.16 - $323.7 $6.03 Million - $6.7 Million
20,708 Added 147.01%
34,794 $10.8 Million
Q2 2020

Aug 06, 2020

SELL
$229.49 - $311.85 $9,179 - $12,474
-40 Reduced 0.28%
14,086 $4.16 Million
Q1 2020

Apr 30, 2020

SELL
$194.86 - $305.31 $1.01 Million - $1.58 Million
-5,187 Reduced 26.86%
14,126 $3.52 Million
Q4 2019

Feb 14, 2020

BUY
$215.36 - $295.97 $1.05 Million - $1.44 Million
4,869 Added 33.71%
19,313 $5.68 Million
Q3 2019

Nov 08, 2019

BUY
$215.26 - $266.65 $1.45 Million - $1.79 Million
6,726 Added 87.15%
14,444 $3.14 Million
Q2 2019

Aug 06, 2019

BUY
$216.84 - $252.28 $17,780 - $20,686
82 Added 1.07%
7,718 $1.88 Million
Q1 2019

May 13, 2019

SELL
$236.02 - $271.13 $382,824 - $439,772
-1,622 Reduced 17.52%
7,636 $1.89 Million
Q4 2018

Feb 13, 2019

BUY
$232.94 - $286.33 $2.16 Million - $2.65 Million
9,258 New
9,258 $2.31 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 $522B
  • 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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