A detailed history of Avion Wealth transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Avion Wealth holds 237 shares of UNH stock, worth $137,898. This represents 0.03% of its overall portfolio holdings.

Number of Shares
237
Previous 192 23.44%
Holding current value
$137,898
Previous $96,000 25.0%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 26, 2024

BUY
$439.2 - $524.63 $19,764 - $23,608
45 Added 23.44%
237 $120,000
Q1 2024

May 03, 2024

SELL
$472.6 - $545.42 $14,178 - $16,362
-30 Reduced 13.51%
192 $96,000
Q4 2023

Jan 26, 2024

BUY
$509.47 - $552.97 $5,604 - $6,082
11 Added 5.21%
222 $117,000
Q3 2023

Oct 20, 2023

BUY
$447.75 - $510.93 $12,089 - $13,795
27 Added 14.67%
211 $106,000
Q2 2023

Jul 14, 2023

BUY
$458.49 - $526.23 $6,418 - $7,367
14 Added 8.24%
184 $87,000
Q1 2023

May 05, 2023

BUY
$460.33 - $518.33 $5,063 - $5,701
11 Added 6.92%
170 $90,000
Q2 2022

Aug 11, 2022

BUY
$452.06 - $546.01 $2,712 - $3,276
6 Added 3.92%
159 $82,000
Q4 2021

Jan 26, 2022

SELL
$387.01 - $505.58 $16,254 - $21,234
-42 Reduced 21.54%
153 $77,000
Q1 2021

May 06, 2021

SELL
$324.34 - $379.06 $83,679 - $97,797
-258 Reduced 56.95%
195 $73,000
Q4 2020

Jan 26, 2021

BUY
$303.68 - $356.82 $79,260 - $93,130
261 Added 135.94%
453 $159,000
Q1 2020

Apr 08, 2020

BUY
$194.86 - $305.31 $37,413 - $58,619
192 New
192 $48,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $544B
  • 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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