Avantax Advisory Services, Inc. Unitedhealth Group Inc Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

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 37,630 shares of UNH stock, worth $18.7 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

37,630

Previous 32,556 15.59%

Holding current value

$18.7 Million

Previous $17.1 Million 8.61%

% of portfolio

0.17%

Previous 0.17%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

3,671

Shares Held

759M

Call Options Held

6.06M

Put Options Held

6.74M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $466B
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

Portfolio Update

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

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Unitedhealth Group Inc Transaction History