Erts Wealth Advisors, LLC Unitedhealth Group Inc Transaction History

Erts Wealth Advisors, LLC

  • $534 Million
  • Q3 2024

A detailed history of Erts Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 447 shares of UNH stock, worth $271,235. This represents 0.05% of its overall portfolio holdings.

Number of Shares
447
Previous 445 0.45%
Holding current value
$271,235
Previous $226,000 15.49%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 17, 2024
BUY
$488.01 - $604.18 $976 - $1,208
2 Added 0.45%
447 $261,000
Q2 2024

Jul 18, 2024
BUY
$439.2 - $524.63 $1,317 - $1,573
3 Added 0.68%
445 $226,000
Q4 2023

Jan 23, 2024
SELL
$509.47 - $552.97 $2,037 - $2,211
-4 Reduced 0.9%
442 $232,000
Q3 2023

Oct 16, 2023
SELL
$447.75 - $510.93 $21,044 - $24,013
-47 Reduced 9.53%
446 $224,000
Q2 2023

Jul 17, 2023
BUY
$458.49 - $526.23 $16,047 - $18,418
35 Added 7.64%
493 $236,000
Q1 2023

Apr 18, 2023
SELL
$460.33 - $518.33 $55,239 - $62,199
-120 Reduced 20.76%
458 $216,000
Q4 2022

Jan 27, 2023
SELL
$498.86 - $555.15 $15,464 - $17,209
-31 Reduced 5.09%
578 $306,000
Q2 2022

Aug 08, 2022
BUY
$452.06 - $546.01 $1,356 - $1,638
3 Added 0.5%
609 $312,000
Q1 2022

May 11, 2022
SELL
$455.89 - $520.82 $48,324 - $55,206
-106 Reduced 14.89%
606 $309,000
Q3 2021

Oct 13, 2021
SELL
$390.74 - $429.71 $15,629 - $17,188
-40 Reduced 5.32%
712 $278,000
Q2 2021

Aug 11, 2021
SELL
$364.37 - $420.89 $2,186 - $2,525
-6 Reduced 0.79%
752 $301,000
Q1 2021

May 07, 2021
BUY
$324.34 - $379.06 $7,135 - $8,339
22 Added 2.99%
758 $282,000
Q4 2020

Feb 12, 2021
BUY
$303.68 - $356.82 $1,518 - $1,784
5 Added 0.68%
736 $258,000
Q3 2020

Nov 13, 2020
SELL
$291.16 - $323.7 $85,892 - $95,491
-295 Reduced 28.75%
731 $228,000
Q2 2020

Aug 14, 2020
SELL
$229.49 - $311.85 $18,129 - $24,636
-79 Reduced 7.15%
1,026 $303,000
Q1 2020

May 15, 2020
SELL
$194.86 - $305.31 $8,768 - $13,738
-45 Reduced 3.91%
1,105 $276,000
Q4 2019

Feb 19, 2020
BUY
$215.36 - $295.97 $90,451 - $124,307
420 Added 57.53%
1,150 $338,000
Q4 2019

Feb 12, 2020
SELL
$215.36 - $295.97 $104,880 - $144,137
-487 Reduced 40.02%
730 $182,000
Q2 2019

Aug 13, 2019
BUY
$216.84 - $252.28 $32,959 - $38,346
152 Added 14.27%
1,217 $297,000
Q1 2019

May 15, 2019
BUY
$236.02 - $271.13 $79,066 - $90,828
335 Added 45.89%
1,065 $263,000
Q4 2018

Feb 14, 2019
BUY
$232.94 - $286.33 $170,046 - $209,020
730 New
730 $182,000

Others Institutions Holding UNH

# of Institutions
3,836
Shares Held
777M
Call Options Held
6.76M
Put Options Held
7.03M
View Full List

About UNITEDHEALTH GROUP INC

UNH Quotes by TradingView
  • 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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