Clarus Wealth Advisors Unitedhealth Group Inc Transaction History

Clarus Wealth Advisors

$182 Million
Q2 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 12, 2023	SELL	$498.86 - $555.15 $29,432 - $32,753	-59 Reduced 6.77%	813 $0
Q3 2022 Oct 11, 2022	SELL	$501.24 - $549.95 $19,548 - $21,448	-39 Reduced 4.28%	872 $435,000
Q2 2022 Jul 13, 2022	SELL	$452.06 - $546.01 $30,740 - $37,128	-68 Reduced 6.95%	911 $471,000
Q1 2022 Apr 12, 2022	SELL	$455.89 - $520.82 $8,661 - $9,895	-19 Reduced 1.9%	979 $526,000
Q4 2021 Jan 13, 2022	SELL	$387.01 - $505.58 $46,054 - $60,164	-119 Reduced 10.65%	998 $501,000
Q3 2021 Oct 06, 2021	BUY	$390.74 - $429.71 $40,636 - $44,689	104 Added 10.27%	1,117 $439,000
Q2 2021 Jul 13, 2021	BUY	$364.37 - $420.89 $154,857 - $178,878	425 Added 72.28%	1,013 $421,000
Q4 2020 Jan 12, 2021	BUY	$303.68 - $356.82 $178,563 - $209,810	588 New	588 $206,000
Q3 2020 Oct 08, 2020	SELL	$291.16 - $323.7 $200,318 - $222,705	-688 Closed	0 $0
Q2 2020 Jul 09, 2020	BUY	$229.49 - $311.85 $157,889 - $214,552	688 New	688 $202,000
Q1 2020 Apr 08, 2020	SELL	$194.86 - $305.31 $135,037 - $211,579	-693 Closed	0 $0
Q4 2019 Jan 10, 2020	BUY	$215.36 - $295.97 $149,244 - $205,107	693 New	693 $204,000
Q3 2019 Oct 11, 2019	SELL	$215.26 - $266.65 $146,376 - $181,321	-680 Closed	0 $0
Q2 2019 Jul 24, 2019	BUY	$216.84 - $252.28 $11,926 - $13,875	55 Added 8.8%	680 $166,000
Q1 2019 Apr 04, 2019	SELL	$236.02 - $271.13 $220,442 - $253,235	-934 Reduced 59.91%	625 $154,000
Q4 2018 Feb 05, 2019	SELL	$232.94 - $286.33 $1,863 - $2,290	-8 Reduced 0.51%	1,559 $388,000
Q4 2018 Jan 08, 2019	BUY	$232.94 - $286.33 $1,863 - $2,290	8 Added 0.51%	1,567 $417,000
Q4 2018 Jan 07, 2019	SELL	$232.94 - $286.33 $1,863 - $2,290	-8 Reduced 0.51%	1,559 $388,000
Q3 2018 Oct 03, 2018	BUY	$246.98 - $269.65 $20,746 - $22,650	84 Added 5.66%	1,567 $417,000
Q1 2018 May 11, 2018	BUY	$212.55 - $248.47 $315,211 - $368,481	1,483 New	1,483 $317,000

Others Institutions Holding UNH

# of Institutions

3,735

Shares Held

782M

Call Options Held

5.86M

Put Options Held

5.64M

Vanguard Group Inc Valley Forge, PA

83.9M
Shares

$48.7 Billion
0.84% of portfolio
Black Rock Inc. New York, NY

73.4M
Shares

$42.6 Billion
0.86% of portfolio
State Street Corp Boston, MA

45M
Shares

$26.1 Billion
1.02% of portfolio
Capital World Investors Los Angeles, CA

28M
Shares

$16.3 Billion
2.39% of portfolio
Price T Rowe Associates Inc Baltimore, MD

26M
Shares

$15.1 Billion
1.59% of portfolio

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $543B
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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