A detailed history of Bordeaux Wealth Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 1,258 shares of UNH stock, worth $733,791. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,258
Previous 1,247 0.88%
Holding current value
$733,791
Previous $616,000 3.9%
% of portfolio
0.12%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$439.2 - $524.63 $4,831 - $5,770
11 Added 0.88%
1,258 $640,000
Q1 2024

Apr 29, 2024

SELL
$472.6 - $545.42 $258,984 - $298,890
-548 Reduced 30.53%
1,247 $616,000
Q4 2023

Feb 06, 2024

BUY
$509.47 - $552.97 $149,274 - $162,020
293 Added 19.51%
1,795 $945,000
Q3 2023

Oct 27, 2023

BUY
$447.75 - $510.93 $109,698 - $125,177
245 Added 19.49%
1,502 $757,000
Q2 2023

Aug 09, 2023

BUY
$458.49 - $526.23 $7,794 - $8,945
17 Added 1.37%
1,257 $604,000
Q1 2023

May 04, 2023

BUY
$460.33 - $518.33 $36,826 - $41,466
80 Added 6.9%
1,240 $586,000
Q4 2022

Feb 13, 2023

SELL
$498.86 - $555.15 $60,860 - $67,728
-122 Reduced 9.52%
1,160 $615,000
Q3 2022

Nov 04, 2022

BUY
$501.24 - $549.95 $78,694 - $86,342
157 Added 13.96%
1,282 $647,000
Q2 2022

Jul 28, 2022

BUY
$452.06 - $546.01 $193,029 - $233,146
427 Added 61.17%
1,125 $578,000
Q1 2022

May 03, 2022

BUY
$455.89 - $520.82 $46,500 - $53,123
102 Added 17.11%
698 $356,000
Q4 2021

Jan 27, 2022

BUY
$387.01 - $505.58 $230,657 - $301,325
596 New
596 $299,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $546B
  • 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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