Beam Wealth Advisors, Inc. Unitedhealth Group Inc Transaction History

Beam Wealth Advisors, Inc.

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$472.6 - $545.42 $37,335 - $43,088	-79 Reduced 16.29%	406 $200,000
Q4 2023 Jan 30, 2024	BUY	$509.47 - $552.97 $509 - $552	1 Added 0.21%	485 $255,000
Q3 2023 Oct 26, 2023	BUY	$447.75 - $510.93 $10,298 - $11,751	23 Added 4.99%	484 $244,000
Q2 2023 Jul 26, 2023	BUY	$458.49 - $526.23 $211,363 - $242,592	461 New	461 $221,000
Q4 2021 Jan 14, 2022	SELL	$387.01 - $505.58 $515,884 - $673,938	-1,333 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$390.74 - $429.71 $16,020 - $17,618	41 Added 3.17%	1,333 $521,000
Q2 2021 Jul 13, 2021	BUY	$364.37 - $420.89 $12,752 - $14,731	35 Added 2.78%	1,292 $517,000
Q1 2021 May 17, 2021	BUY	$324.34 - $379.06 $324 - $379	1 Added 0.08%	1,257 $468,000
Q3 2020 Oct 07, 2020	BUY	$291.16 - $323.7 $8,734 - $9,711	30 Added 2.45%	1,256 $392,000
Q1 2020 Apr 08, 2020	BUY	$194.86 - $305.31 $238,898 - $374,310	1,226 New	1,226 $306,000

3,806

788M

5.85M

5.63M

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $522B
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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