Avidian Wealth Solutions, LLC Unitedhealth Group Inc Transaction History

Avidian Wealth Solutions, LLC

$2.13 Billion
Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 3,122 shares of UNH stock, worth $1.84 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,122

Previous 3,196 2.32%

Holding current value

$1.84 Million

Previous $1.63 Million 12.17%

% of portfolio

0.09%

Previous 0.07%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$488.01 - $604.18 $36,112 - $44,709	-74 Reduced 2.32%	3,122 $1.83 Million
Q2 2024 Aug 06, 2024	BUY	$439.2 - $524.63 $352,238 - $420,753	802 Added 33.5%	3,196 $1.63 Million
Q1 2024 May 03, 2024	BUY	$472.6 - $545.42 $269,854 - $311,434	571 Added 31.32%	2,394 $1.18 Million
Q4 2023 Feb 06, 2024	BUY	$509.47 - $552.97 $47,380 - $51,426	93 Added 5.38%	1,823 $959,000
Q3 2023 Oct 13, 2023	BUY	$447.75 - $510.93 $11,193 - $12,773	25 Added 1.47%	1,730 $872,000
Q2 2023 Aug 03, 2023	SELL	$458.49 - $526.23 $1.09 Million - $1.25 Million	-2,377 Reduced 58.23%	1,705 $819,000
Q1 2023 May 08, 2023	SELL	$460.33 - $518.33 $53,858 - $60,644	-117 Reduced 2.79%	4,082 $1.93 Million
Q4 2022 Feb 06, 2023	BUY	$498.86 - $555.15 $128,705 - $143,228	258 Added 6.55%	4,199 $2.23 Million
Q3 2022 Nov 03, 2022	SELL	$501.24 - $549.95 $3,508 - $3,849	-7 Reduced 0.18%	3,941 $1.99 Million
Q2 2022 Jul 29, 2022	BUY	$452.06 - $546.01 $394,196 - $476,120	872 Added 28.35%	3,948 $2.03 Million
Q1 2022 May 10, 2022	BUY	$455.89 - $520.82 $117,619 - $134,371	258 Added 9.16%	3,076 $1.57 Million
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $378,882 - $494,962	979 Added 53.24%	2,818 $1.42 Million
Q3 2021 Nov 10, 2021	BUY	$390.74 - $429.71 $55,094 - $60,589	141 Added 8.3%	1,839 $719,000
Q2 2021 Aug 09, 2021	SELL	$364.37 - $420.89 $37,530 - $43,351	-103 Reduced 5.72%	1,698 $680,000
Q1 2021 May 05, 2021	BUY	$324.34 - $379.06 $51,245 - $59,891	158 Added 9.62%	1,801 $670,000
Q4 2020 Feb 09, 2021	BUY	$303.68 - $356.82 $76,831 - $90,275	253 Added 18.2%	1,643 $576,000
Q3 2020 Nov 06, 2020	BUY	$291.16 - $323.7 $141,212 - $156,994	485 Added 53.59%	1,390 $433,000
Q2 2020 Aug 10, 2020	BUY	$229.49 - $311.85 $207,688 - $282,224	905 New	905 $267,000
Q1 2020 Apr 22, 2020	SELL	$194.86 - $305.31 $162,123 - $254,017	-832 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$215.36 - $295.97 $179,179 - $246,247	832 New	832 $244,000

Others Institutions Holding UNH

# of Institutions

3,833

Shares Held

777M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $553B
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...

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Avidian Wealth Solutions, LLC Unitedhealth Group Inc Transaction History