A detailed history of Avitas Wealth Management LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Avitas Wealth Management LLC holds 16,806 shares of UNH stock, worth $9.96 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
16,806
Previous 17,032 1.33%
Holding current value
$9.96 Million
Previous $8.43 Million 1.58%
% of portfolio
1.27%
Previous 1.29%

Shares

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

Jul 24, 2024

SELL
$439.2 - $524.63 $99,259 - $118,566
-226 Reduced 1.33%
16,806 $8.56 Million
Q1 2024

Apr 24, 2024

SELL
$472.6 - $545.42 $56,239 - $64,904
-119 Reduced 0.69%
17,032 $8.43 Million
Q4 2023

Jan 24, 2024

SELL
$509.47 - $552.97 $20,378 - $22,118
-40 Reduced 0.23%
17,151 $9.03 Million
Q3 2023

Nov 02, 2023

SELL
$447.75 - $510.93 $169,249 - $193,131
-378 Reduced 2.15%
17,191 $8.67 Million
Q2 2023

Jul 18, 2023

SELL
$458.49 - $526.23 $63,271 - $72,619
-138 Reduced 0.78%
17,569 $8.44 Million
Q1 2023

May 15, 2023

SELL
$460.33 - $518.33 $59,842 - $67,382
-130 Reduced 0.73%
17,707 $8.37 Million
Q4 2022

Jan 10, 2023

BUY
$498.86 - $555.15 $15,464 - $17,209
31 Added 0.17%
17,837 $0
Q3 2022

Oct 27, 2022

SELL
$501.24 - $549.95 $836,068 - $917,316
-1,668 Reduced 8.57%
17,806 $8.99 Million
Q2 2022

Jul 29, 2022

BUY
$452.06 - $546.01 $129,289 - $156,158
286 Added 1.49%
19,474 $10 Million
Q1 2022

Apr 28, 2022

BUY
$455.89 - $520.82 $237,974 - $271,868
522 Added 2.8%
19,188 $9.79 Million
Q4 2021

Jan 26, 2022

BUY
$387.01 - $505.58 $1.37 Million - $1.79 Million
3,532 Added 23.34%
18,666 $9.37 Million
Q3 2021

Oct 28, 2021

SELL
$390.74 - $429.71 $89,479 - $98,403
-229 Reduced 1.49%
15,134 $5.91 Million
Q2 2021

Jul 12, 2021

BUY
$364.37 - $420.89 $144,654 - $167,093
397 Added 2.65%
15,363 $6.15 Million
Q1 2021

May 13, 2021

SELL
$324.34 - $379.06 $312,663 - $365,413
-964 Reduced 6.05%
14,966 $5.57 Million
Q4 2020

Feb 26, 2021

SELL
$303.68 - $356.82 $7,288 - $8,563
-24 Reduced 0.15%
15,930 $5.59 Million
Q3 2020

Oct 06, 2020

SELL
$291.16 - $323.7 $22,128 - $24,601
-76 Reduced 0.47%
15,954 $4.97 Million
Q2 2020

Jul 30, 2020

SELL
$229.49 - $311.85 $660,242 - $897,192
-2,877 Reduced 15.22%
16,030 $4.73 Million
Q1 2020

May 13, 2020

SELL
$194.86 - $305.31 $89,440 - $140,137
-459 Reduced 2.37%
18,907 $4.72 Million
Q4 2019

Feb 13, 2020

BUY
$215.36 - $295.97 $36,395 - $50,018
169 Added 0.88%
19,366 $5.69 Million
Q3 2019

Oct 18, 2019

BUY
$215.26 - $266.65 $64,578 - $79,995
300 Added 1.59%
19,197 $4.17 Million
Q2 2019

Jul 23, 2019

BUY
$216.84 - $252.28 $559,880 - $651,386
2,582 Added 15.83%
18,897 $4.61 Million
Q1 2019

May 01, 2019

BUY
$236.02 - $271.13 $15,577 - $17,894
66 Added 0.41%
16,315 $4.03 Million
Q4 2018

Feb 08, 2019

SELL
$232.94 - $286.33 $64,757 - $79,599
-278 Reduced 1.68%
16,249 $4.05 Million
Q3 2018

Nov 13, 2018

BUY
$246.98 - $269.65 $81,750 - $89,254
331 Added 2.04%
16,527 $4.4 Million
Q2 2018

Aug 13, 2018

BUY
$217.2 - $255.98 $3.52 Million - $4.15 Million
16,196 New
16,196 $3.97 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $554B
  • 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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