Beacon Investment Advisory Services, Inc. Unitedhealth Group Inc Transaction History

Beacon Investment Advisory Services, Inc.

  • $2.38 Billion
  • Q3 2024

A detailed history of Beacon Investment Advisory Services, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 21,754 shares of UNH stock, worth $12.9 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
21,754
Previous 22,018 1.2%
Holding current value
$12.9 Million
Previous $11.2 Million 13.44%
% of portfolio
0.53%
Previous 0.49%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$488.01 - $604.18 $128,834 - $159,503
-264 Reduced 1.2%
21,754 $12.7 Million
Q2 2024

Aug 14, 2024
SELL
$439.2 - $524.63 $4.16 Million - $4.97 Million
-9,466 Reduced 30.07%
22,018 $11.2 Million
Q1 2024

May 09, 2024
SELL
$472.6 - $545.42 $305,299 - $352,341
-646 Reduced 2.01%
31,484 $15.6 Million
Q4 2023

Feb 12, 2024
SELL
$509.47 - $552.97 $1.37 Million - $1.49 Million
-2,696 Reduced 7.74%
32,130 $16.9 Million
Q3 2023

Oct 31, 2023
BUY
$447.75 - $510.93 $160,294 - $182,912
358 Added 1.04%
34,826 $17.6 Million
Q2 2023

Jul 21, 2023
SELL
$458.49 - $526.23 $5.21 Million - $5.98 Million
-11,360 Reduced 24.79%
34,468 $16.6 Million
Q1 2023

May 04, 2023
SELL
$460.33 - $518.33 $191,036 - $215,106
-415 Reduced 0.9%
45,828 $21.7 Million
Q4 2022

Jan 13, 2023
SELL
$498.86 - $555.15 $277,865 - $309,218
-557 Reduced 1.19%
46,243 $0
Q3 2022

Oct 20, 2022
SELL
$501.24 - $549.95 $79,195 - $86,892
-158 Reduced 0.34%
46,800 $23.6 Million
Q2 2022

Jul 21, 2022
BUY
$452.06 - $546.01 $3.66 Million - $4.43 Million
8,106 Added 20.86%
46,958 $24.1 Million
Q1 2022

May 12, 2022
BUY
$455.89 - $520.82 $55,618 - $63,540
122 Added 0.32%
38,852 $19.8 Million
Q4 2021

Feb 04, 2022
BUY
$387.01 - $505.58 $289,483 - $378,173
748 Added 1.97%
38,730 $19.4 Million
Q3 2021

Nov 09, 2021
BUY
$390.74 - $429.71 $279,379 - $307,242
715 Added 1.92%
37,982 $14.8 Million
Q2 2021

Aug 02, 2021
BUY
$364.37 - $420.89 $205,140 - $236,961
563 Added 1.53%
37,267 $14.9 Million
Q1 2021

May 21, 2021
BUY
$324.34 - $379.06 $235,795 - $275,576
727 Added 2.02%
36,704 $13.7 Million
Q4 2020

Feb 08, 2021
BUY
$303.68 - $356.82 $157,609 - $185,189
519 Added 1.46%
35,977 $12.6 Million
Q3 2020

Oct 29, 2020
SELL
$291.16 - $323.7 $57,358 - $63,768
-197 Reduced 0.55%
35,458 $11.1 Million
Q2 2020

Jul 28, 2020
SELL
$229.49 - $311.85 $48,422 - $65,800
-211 Reduced 0.59%
35,655 $10.5 Million
Q1 2020

May 05, 2020
SELL
$194.86 - $305.31 $35,854 - $56,177
-184 Reduced 0.51%
35,866 $8.94 Million
Q4 2019

Jan 31, 2020
SELL
$215.36 - $295.97 $2.67 Million - $3.67 Million
-12,386 Reduced 25.57%
36,050 $10.6 Million
Q3 2019

Oct 29, 2019
BUY
$215.26 - $266.65 $609,401 - $754,886
2,831 Added 6.21%
48,436 $10.5 Million
Q2 2019

Aug 07, 2019
BUY
$216.84 - $252.28 $39,898 - $46,419
184 Added 0.41%
45,605 $11.1 Million
Q1 2019

May 15, 2019
BUY
$236.02 - $271.13 $266,230 - $305,834
1,128 Added 2.55%
45,421 $11.2 Million
Q4 2018

Feb 08, 2019
BUY
$232.94 - $286.33 $55,672 - $68,432
239 Added 0.54%
44,293 $11 Million
Q3 2018

Nov 09, 2018
SELL
$246.98 - $269.65 $303,044 - $330,860
-1,227 Reduced 2.71%
44,054 $11.7 Million
Q2 2018

Aug 09, 2018
SELL
$217.2 - $255.98 $16,072 - $18,942
-74 Reduced 0.16%
45,281 $11.1 Million
Q1 2018

Apr 26, 2018
SELL
$212.55 - $248.47 $90,333 - $105,599
-425 Reduced 0.93%
45,355 $9.71 Million
Q4 2017

Feb 02, 2018
SELL
$192.52 - $228.17 $578,330 - $685,422
-3,004 Reduced 6.16%
45,780 $10.1 Million
Q3 2017

Nov 14, 2017
BUY
$190.82 - $199.75 $9.31 Million - $9.74 Million
48,784
48,784 $9.56 Million

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

UNH Quotes by TradingView
  • 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...
More about UNH
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