A detailed history of Avantax Planning Partners, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 5,774 shares of UNH stock, worth $3.35 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,774
Previous 6,749 14.45%
Holding current value
$3.35 Million
Previous $3.34 Million 11.92%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Aug 09, 2024

SELL
$439.2 - $524.63 $428,220 - $511,514
-975 Reduced 14.45%
5,774 $2.94 Million
Q1 2024

May 02, 2024

BUY
$472.6 - $545.42 $603,037 - $695,955
1,276 Added 23.31%
6,749 $3.34 Million
Q4 2023

Feb 09, 2024

SELL
$509.47 - $552.97 $124,310 - $134,924
-244 Reduced 4.27%
5,473 $2.88 Million
Q3 2023

Nov 03, 2023

BUY
$447.75 - $510.93 $143,727 - $164,008
321 Added 5.95%
5,717 $2.88 Million
Q2 2023

Jul 17, 2023

BUY
$458.49 - $526.23 $22,924 - $26,311
50 Added 0.94%
5,396 $2.59 Million
Q1 2023

Apr 20, 2023

SELL
$460.33 - $518.33 $277,578 - $312,552
-603 Reduced 10.14%
5,346 $2.53 Million
Q4 2022

Feb 09, 2023

SELL
$498.86 - $555.15 $63,355 - $70,504
-127 Reduced 2.09%
5,949 $3.15 Million
Q3 2022

Oct 14, 2022

SELL
$501.24 - $549.95 $192,977 - $211,730
-385 Reduced 5.96%
6,076 $3.07 Million
Q2 2022

Jul 18, 2022

BUY
$452.06 - $546.01 $380,182 - $459,194
841 Added 14.96%
6,461 $3.32 Million
Q1 2022

May 09, 2022

SELL
$455.89 - $520.82 $13,676 - $15,624
-30 Reduced 0.53%
5,620 $2.87 Million
Q4 2021

Jan 28, 2022

BUY
$387.01 - $505.58 $120,747 - $157,740
312 Added 5.84%
5,650 $2.84 Million
Q3 2021

Oct 27, 2021

BUY
$390.74 - $429.71 $272,736 - $299,937
698 Added 15.04%
5,338 $2.09 Million
Q2 2021

Aug 10, 2021

BUY
$364.37 - $420.89 $31,700 - $36,617
87 Added 1.91%
4,640 $1.86 Million
Q1 2021

May 06, 2021

SELL
$324.34 - $379.06 $445,967 - $521,207
-1,375 Reduced 23.2%
4,553 $1.69 Million
Q4 2020

Feb 04, 2021

SELL
$303.68 - $356.82 $82,297 - $96,698
-271 Reduced 4.37%
5,928 $2.08 Million
Q3 2020

Oct 28, 2020

SELL
$291.16 - $323.7 $80,651 - $89,664
-277 Reduced 4.28%
6,199 $1.93 Million
Q2 2020

Jul 15, 2020

BUY
$229.49 - $311.85 $156,741 - $212,993
683 Added 11.79%
6,476 $1.91 Million
Q1 2020

Apr 27, 2020

BUY
$194.86 - $305.31 $284,105 - $445,141
1,458 Added 33.63%
5,793 $1.45 Million
Q4 2019

Jan 15, 2020

BUY
$215.36 - $295.97 $22,828 - $31,372
106 Added 2.51%
4,335 $1.27 Million
Q3 2019

Nov 08, 2019

BUY
$215.26 - $266.65 $39,607 - $49,063
184 Added 4.55%
4,229 $919,000
Q2 2019

Aug 07, 2019

SELL
$216.84 - $252.28 $8,239 - $9,586
-38 Reduced 0.93%
4,045 $1 Million
Q1 2019

May 08, 2019

BUY
$236.02 - $271.13 $102,904 - $118,212
436 Added 11.96%
4,083 $1.01 Million
Q4 2018

Feb 14, 2019

BUY
$232.94 - $286.33 $98,067 - $120,544
421 Added 13.05%
3,647 $909,000
Q3 2018

Nov 13, 2018

SELL
$246.98 - $269.65 $14,077 - $15,370
-57 Reduced 1.74%
3,226 $858,000
Q2 2018

Aug 13, 2018

SELL
$217.2 - $255.98 $49,087 - $57,851
-226 Reduced 6.44%
3,283 $805,000
Q1 2018

May 15, 2018

BUY
$212.55 - $248.47 $34,008 - $39,755
160 Added 4.78%
3,509 $755,000
Q4 2017

Feb 09, 2018

SELL
$192.52 - $228.17 $335,947 - $398,156
-1,745 Reduced 34.26%
3,349 $738,000
Q3 2017

Oct 19, 2017

BUY
$190.82 - $199.75 $972,037 - $1.02 Million
5,094
5,094 $998,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $543B
  • 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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