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 10,797 shares of UNH stock, worth $6.55 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares
10,797
Previous 10,562 2.22%
Holding current value
$6.55 Million
Previous $5.38 Million 17.37%
% of portfolio
2.1%
Previous 1.97%

Shares

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

Oct 07, 2024

BUY
$488.01 - $604.18 $114,682 - $141,982
235 Added 2.22%
10,797 $6.31 Million
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

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $568B
  • 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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