Coastal Investment Advisors, Inc. Unitedhealth Group Inc Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 1,465 shares of UNH stock, worth $879,732. This represents 0.41% of its overall portfolio holdings.

Number of Shares

1,465

Previous 5,457 73.15%

Holding current value

$879,732

Previous $2.78 Million 69.2%

% of portfolio

0.41%

Previous 0.55%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$488.01 - $604.18 $1.95 Million - $2.41 Million	-3,992 Reduced 73.15%	1,465 $856,000
Q2 2024 Jul 15, 2024	BUY	$439.2 - $524.63 $16,250 - $19,411	37 Added 0.68%	5,457 $2.78 Million
Q1 2024 Apr 19, 2024	SELL	$472.6 - $545.42 $141,307 - $163,080	-299 Reduced 5.23%	5,420 $2.68 Million
Q4 2023 Jan 19, 2024	BUY	$509.47 - $552.97 $313,833 - $340,629	616 Added 12.07%	5,719 $3.01 Million
Q3 2023 Oct 20, 2023	SELL	$447.75 - $510.93 $44,775 - $51,093	-100 Reduced 1.92%	5,103 $2.57 Million
Q2 2023 Aug 09, 2023	BUY	$458.49 - $526.23 $56,852 - $65,252	124 Added 2.44%	5,203 $2.5 Million
Q1 2023 May 05, 2023	SELL	$460.33 - $518.33 $120,606 - $135,802	-262 Reduced 4.91%	5,079 $2.4 Million
Q4 2022 Feb 10, 2023	BUY	$498.86 - $555.15 $46,892 - $52,184	94 Added 1.79%	5,341 $2.83 Million
Q3 2022 Oct 27, 2022	BUY	$501.24 - $549.95 $36,089 - $39,596	72 Added 1.39%	5,247 $2.65 Million
Q2 2022 Aug 09, 2022	BUY	$452.06 - $546.01 $58,315 - $70,435	129 Added 2.56%	5,175 $2.68 Million
Q1 2022 Apr 13, 2022	SELL	$455.89 - $520.82 $26,441 - $30,207	-58 Reduced 1.14%	5,046 $2.57 Million
Q4 2021 Jan 18, 2022	SELL	$387.01 - $505.58 $47,602 - $62,186	-123 Reduced 2.35%	5,104 $2.56 Million
Q3 2021 Oct 18, 2021	BUY	$390.74 - $429.71 $16,411 - $18,047	42 Added 0.81%	5,227 $2.04 Million
Q2 2021 Jul 15, 2021	BUY	$364.37 - $420.89 $78,703 - $90,912	216 Added 4.35%	5,185 $2.08 Million
Q1 2021 Apr 12, 2021	BUY	$324.34 - $379.06 $167,035 - $195,215	515 Added 11.56%	4,969 $1.85 Million
Q4 2020 Jan 13, 2021	BUY	$303.68 - $356.82 $44,033 - $51,738	145 Added 3.37%	4,454 $1.56 Million
Q3 2020 Oct 23, 2020	BUY	$291.16 - $323.7 $294,653 - $327,584	1,012 Added 30.69%	4,309 $1.34 Million
Q2 2020 Jul 16, 2020	BUY	$229.49 - $311.85 $153,528 - $208,627	669 Added 25.46%	3,297 $973,000
Q1 2020 Apr 23, 2020	SELL	$194.86 - $305.31 $481,888 - $755,031	-2,473 Reduced 48.48%	2,628 $655,000
Q4 2019 Feb 05, 2020	SELL	$215.36 - $295.97 $58,362 - $80,207	-271 Reduced 5.04%	5,101 $1.43 Million
Q3 2019 Oct 18, 2019	SELL	$215.26 - $266.65 $22,602 - $27,998	-105 Reduced 1.92%	5,372 $1.17 Million
Q2 2019 Aug 01, 2019	BUY	$216.84 - $252.28 $256,521 - $298,447	1,183 Added 27.55%	5,477 $1.34 Million
Q1 2019 May 15, 2019	BUY	$236.02 - $271.13 $1.01 Million - $1.16 Million	4,294 New	4,294 $1.06 Million

Others Institutions Holding UNH

# of Institutions

3,833

Shares Held

777M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $562B
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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Coastal Investment Advisors, Inc. Unitedhealth Group Inc Transaction History