Ep Wealth Advisors, LLC Unitedhealth Group Inc Transaction History

Ep Wealth Advisors, LLC

$9.28 Billion
Q2 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 83,651 shares of UNH stock, worth $49.3 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

83,651

Previous 79,538 5.17%

Holding current value

$49.3 Million

Previous $39.3 Million 8.27%

% of portfolio

0.46%

Previous 0.47%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 19, 2024	BUY	$439.2 - $524.63 $1.81 Million - $2.16 Million	4,113 Added 5.17%	83,651 $42.6 Million
Q1 2024 May 14, 2024	BUY	$472.6 - $545.42 $16.6 Million - $19.2 Million	35,198 Added 79.38%	79,538 $39.3 Million
Q4 2023 Feb 28, 2024	BUY	$509.47 - $552.97 $270,528 - $293,627	531 Added 1.21%	44,340 $23.3 Million
Q3 2023 Nov 22, 2023	BUY	$447.75 - $510.93 $16.1 Million - $18.3 Million	35,865 Added 451.47%	43,809 $22.1 Million
Q2 2023 Aug 14, 2023	BUY	$458.49 - $526.23 $3.21 Million - $3.68 Million	6,991 Added 733.58%	7,944 $3.82 Million
Q1 2023 Jun 05, 2023	SELL	$460.33 - $518.33 $20 Million - $22.5 Million	-43,457 Reduced 97.85%	953 $450,000
Q4 2022 Jun 12, 2023	BUY	$498.86 - $555.15 $23.2 Million - $25.8 Million	46,443 Added 4873.35%	47,396 $25.1 Million
Q3 2022 Dec 02, 2022	BUY	$501.24 - $549.95 $7.32 Million - $8.03 Million	14,599 Added 48.97%	44,410 $22.4 Million
Q2 2022 Aug 11, 2022	BUY	$452.06 - $546.01 $950,230 - $1.15 Million	2,102 Added 7.59%	29,811 $15.3 Million
Q1 2022 May 20, 2022	SELL	$455.89 - $520.82 $107,590 - $122,913	-236 Reduced 0.84%	27,709 $14.1 Million
Q4 2021 Feb 17, 2022	SELL	$387.01 - $505.58 $664,109 - $867,575	-1,716 Reduced 5.79%	27,945 $14 Million
Q3 2021 Nov 23, 2021	SELL	$390.74 - $429.71 $6.05 Billion - $6.66 Billion	-15,487,963 Reduced 99.81%	29,661 $11.6 Million
Q3 2021 Nov 16, 2021	BUY	$390.74 - $429.71 $6.05 Billion - $6.65 Billion	15,486,052 Added 49049.96%	15,517,624 $11.6 Million
Q2 2021 Aug 24, 2021	SELL	$364.37 - $420.89 $817,281 - $944,056	-2,243 Reduced 6.63%	31,572 $12.6 Million
Q1 2021 May 17, 2021	BUY	$324.34 - $379.06 $10.2 Million - $11.9 Million	31,357 Added 1275.71%	33,815 $12.6 Million
Q4 2020 Feb 18, 2021	BUY	$303.68 - $356.82 $75,920 - $89,205	250 Added 11.32%	2,458 $862,000
Q3 2020 Nov 17, 2020	SELL	$291.16 - $323.7 $414,320 - $460,625	-1,423 Reduced 39.19%	2,208 $688,000
Q2 2020 Aug 14, 2020	BUY	$229.49 - $311.85 $260,700 - $354,261	1,136 Added 45.53%	3,631 $1.07 Million
Q1 2020 May 18, 2020	BUY	$194.86 - $305.31 $301,058 - $471,703	1,545 Added 162.63%	2,495 $622,000
Q4 2019 Feb 14, 2020	BUY	$215.36 - $295.97 $204,592 - $281,171	950 New	950 $279,000
Q3 2019 Nov 18, 2019	SELL	$215.26 - $266.65 $301,579 - $373,576	-1,401 Closed	0 $0
Q2 2019 Aug 27, 2019	SELL	$216.84 - $252.28 $3,035 - $3,531	-14 Reduced 0.99%	1,401 $342,000
Q1 2019 May 20, 2019	BUY	$236.02 - $271.13 $333,968 - $383,648	1,415 New	1,415 $350,000

Others Institutions Holding UNH

# of Institutions

3,734

Shares Held

782M

Call Options Held

5.86M

Put Options Held

5.64M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $551B
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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Ep Wealth Advisors, LLC Unitedhealth Group Inc Transaction History