Blue Zone Wealth Advisors, LLC Unitedhealth Group Inc Transaction History

Blue Zone Wealth Advisors, LLC

$273 Million
Q2 2024

A detailed history of Blue Zone Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 10,562 shares of UNH stock, worth $6.02 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

10,562

Previous 10,919 3.27%

Holding current value

$6.02 Million

Previous $5.4 Million 0.43%

% of portfolio

1.97%

Previous 1.98%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	SELL	$439.2 - $524.63 $156,794 - $187,292	-357 Reduced 3.27%	10,562 $5.38 Million
Q1 2024 Apr 17, 2024	BUY	$472.6 - $545.42 $339,799 - $392,156	719 Added 7.05%	10,919 $5.4 Million
Q4 2023 Jan 09, 2024	BUY	$509.47 - $552.97 $128,895 - $139,901	253 Added 2.54%	10,200 $5.37 Million
Q3 2023 Oct 13, 2023	BUY	$447.75 - $510.93 $107,012 - $122,112	239 Added 2.46%	9,947 $5.02 Million
Q2 2023 Jul 24, 2023	BUY	$458.49 - $526.23 $4.14 Million - $4.76 Million	9,036 Added 1344.64%	9,708 $4.67 Million

Q1 2023 Apr 20, 2023	SELL	$460.33 - $518.33 $70,430 - $79,304	-153 Reduced 18.55%	672 $317,000
Q3 2022 Oct 14, 2022	SELL	$501.24 - $549.95 $5,513 - $6,049	-11 Reduced 1.32%	825 $417,000
Q2 2022 Jul 13, 2022	BUY	$452.06 - $546.01 $2,712 - $3,276	6 Added 0.72%	836 $430,000
Q1 2022 Apr 08, 2022	BUY	$455.89 - $520.82 $23,250 - $26,561	51 Added 6.55%	830 $423,000
Q4 2021 Jan 24, 2022	BUY	$387.01 - $505.58 $46,828 - $61,175	121 Added 18.39%	779 $391,000
Q2 2021 Aug 04, 2021	SELL	$364.37 - $420.89 $30,242 - $34,933	-83 Reduced 11.2%	658 $263,000
Q1 2021 May 04, 2021	SELL	$324.34 - $379.06 $123,249 - $144,042	-380 Reduced 33.9%	741 $276,000
Q4 2020 Jan 22, 2021	SELL	$303.68 - $356.82 $91,407 - $107,402	-301 Reduced 21.17%	1,121 $393,000
Q2 2020 Jul 20, 2020	SELL	$229.49 - $311.85 $320,827 - $435,966	-1,398 Reduced 49.57%	1,422 $419,000
Q1 2020 Apr 29, 2020	BUY	$194.86 - $305.31 $549,505 - $860,974	2,820 New	2,820 $703,000

Others Institutions Holding UNH

# of Institutions

3,676

Shares Held

760M

Call Options Held

6.06M

Put Options Held

6.74M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $533B
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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Blue Zone Wealth Advisors, LLC Unitedhealth Group Inc Transaction History