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

3,833

777M

6.76M

7.03M

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...

Get notified when there are updates to the investment portfolio of Beam Wealth Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on Beam Wealth Advisors, Inc. with notifications on news.