Aveo Capital Partners, LLC Unitedhealth Group Inc Transaction History

Aveo Capital Partners, LLC

$844 Million
Q2 2024

A detailed history of Aveo Capital Partners, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 1,960 shares of UNH stock, worth $1.14 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,960

Previous 2,127 7.85%

Holding current value

$1.14 Million

Previous $1.05 Million 5.13%

% of portfolio

0.12%

Previous 0.12%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$439.2 - $524.63 $73,346 - $87,613	-167 Reduced 7.85%	1,960 $998,000
Q1 2024 May 06, 2024	SELL	$472.6 - $545.42 $17,486 - $20,180	-37 Reduced 1.71%	2,127 $1.05 Million
Q4 2023 Feb 06, 2024	BUY	$509.47 - $552.97 $211,939 - $230,035	416 Added 23.8%	2,164 $1.14 Million
Q3 2023 Nov 06, 2023	SELL	$447.75 - $510.93 $2,686 - $3,065	-6 Reduced 0.34%	1,748 $881,000
Q2 2023 Aug 08, 2023	BUY	$458.49 - $526.23 $54,101 - $62,095	118 Added 7.21%	1,754 $843,000
Q1 2023 May 03, 2023	BUY	$460.33 - $518.33 $24,857 - $27,989	54 Added 3.41%	1,636 $773,000
Q4 2022 Feb 03, 2023	BUY	$498.86 - $555.15 $129,703 - $144,339	260 Added 19.67%	1,582 $838,000
Q3 2022 Nov 09, 2022	BUY	$501.24 - $549.95 $55,637 - $61,044	111 Added 9.17%	1,322 $668,000
Q2 2022 Aug 05, 2022	BUY	$452.06 - $546.01 $49,274 - $59,515	109 Added 9.89%	1,211 $622,000
Q1 2022 May 13, 2022	SELL	$455.89 - $520.82 $48,780 - $55,727	-107 Reduced 8.85%	1,102 $562,000
Q4 2021 Feb 11, 2022	BUY	$387.01 - $505.58 $11,610 - $15,167	30 Added 2.54%	1,209 $607,000
Q3 2021 Nov 12, 2021	SELL	$390.74 - $429.71 $5,861 - $6,445	-15 Reduced 1.26%	1,179 $461,000
Q2 2021 Aug 13, 2021	BUY	$364.37 - $420.89 $17,489 - $20,202	48 Added 4.19%	1,194 $478,000
Q1 2021 May 11, 2021	BUY	$324.34 - $379.06 $371,693 - $434,402	1,146 New	1,146 $426,000
Q4 2020 Feb 10, 2021	SELL	$303.68 - $356.82 $243,855 - $286,526	-803 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$291.16 - $323.7 $233,801 - $259,931	803 New	803 $250,000
Q4 2018 Feb 11, 2019	SELL	$232.94 - $286.33 $187,050 - $229,922	-803 Closed	0 $0
Q3 2018 Nov 09, 2018	SELL	$246.98 - $269.65 $33,095 - $36,133	-134 Reduced 14.3%	803 $211,000
Q2 2018 Aug 14, 2018	SELL	$217.2 - $255.98 $45,177 - $53,243	-208 Reduced 18.17%	937 $230,000
Q1 2018 May 11, 2018	BUY	$212.55 - $248.47 $32,732 - $38,264	154 Added 15.54%	1,145 $245,000
Q4 2017 Feb 05, 2018	SELL	$192.52 - $228.17 $17,519 - $20,763	-91 Reduced 8.41%	991 $218,000
Q3 2017 Nov 14, 2017	BUY	$190.82 - $199.75 $206,467 - $216,129	1,082	1,082 $212,000

Others Institutions Holding UNH

# of Institutions

3,735

Shares Held

782M

Call Options Held

5.86M

Put Options Held

5.64M

View Full List

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aveo Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aveo Capital Partners, LLC with notifications on news.

Account

Aveo Capital Partners, LLC Unitedhealth Group Inc Transaction History