Bdo Wealth Advisors, LLC Unitedhealth Group Inc Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 4,822 shares of UNH stock, worth $2.88 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

4,822

Previous 3,900 23.64%

Holding current value

$2.88 Million

Previous $1.84 Million 25.72%

% of portfolio

0.27%

Previous 0.23%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$458.49 - $526.23 $422,727 - $485,184	922 Added 23.64%	4,822 $2.32 Million
Q1 2023 May 09, 2023	SELL	$460.33 - $518.33 $9,206 - $10,366	-20 Reduced 0.51%	3,900 $1.84 Million
Q4 2022 Jan 27, 2023	SELL	$498.86 - $555.15 $39,908 - $44,412	-80 Reduced 2.0%	3,920 $0
Q2 2022 Aug 25, 2022	SELL	$452.06 - $546.01 $452 - $546	-1 Reduced 0.02%	4,000 $2.06 Million
Q1 2022 May 06, 2022	SELL	$455.89 - $520.82 $6,838 - $7,812	-15 Reduced 0.37%	4,001 $2.04 Million
Q4 2021 Feb 11, 2022	BUY	$387.01 - $505.58 $10,836 - $14,156	28 Added 0.7%	4,016 $2.02 Million
Q2 2021 Sep 03, 2021	SELL	$364.37 - $420.89 $204,775 - $236,540	-562 Reduced 12.35%	3,988 $1.6 Million
Q1 2021 May 14, 2021	BUY	$324.34 - $379.06 $168,332 - $196,732	519 Added 12.88%	4,550 $1.69 Million
Q4 2020 Feb 12, 2021	BUY	$303.68 - $356.82 $32,190 - $37,822	106 Added 2.7%	4,031 $1.41 Million
Q3 2020 Nov 12, 2020	BUY	$291.16 - $323.7 $6,987 - $7,768	24 Added 0.62%	3,925 $1.22 Million
Q1 2020 May 15, 2020	BUY	$194.86 - $305.31 $719,423 - $1.13 Million	3,692 Added 1766.51%	3,901 $973,000
Q4 2019 Feb 14, 2020	SELL	$215.36 - $295.97 $29,073 - $39,955	-135 Reduced 39.24%	209 $61,000
Q3 2019 Nov 12, 2019	BUY	$215.26 - $266.65 $1,076 - $1,333	5 Added 1.47%	344 $75,000
Q2 2019 Aug 09, 2019	BUY	$216.84 - $252.28 $1,951 - $2,270	9 Added 2.73%	339 $83,000
Q1 2019 May 15, 2019	SELL	$236.02 - $271.13 $118,010 - $135,565	-500 Reduced 60.24%	330 $82,000
Q4 2018 Feb 14, 2019	SELL	$232.94 - $286.33 $17,470 - $21,474	-75 Reduced 8.29%	830 $207,000
Q2 2018 Aug 27, 2018	BUY	$217.2 - $255.98 $86,880 - $102,392	400 Added 79.21%	905 $222,000
Q1 2018 May 23, 2018	SELL	$212.55 - $248.47 $21,255 - $24,847	-100 Reduced 16.53%	505 $108,000
Q3 2017 Nov 08, 2017	BUY	$190.82 - $199.75 $115,446 - $120,848	605	605 $118,000

Others Institutions Holding UNH

# of Institutions

3,814

Shares Held

788M

Call Options Held

5.85M

Put Options Held

5.63M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $558B
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 Bdo Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.

Account

Bdo Wealth Advisors, LLC Unitedhealth Group Inc Transaction History