A detailed history of Evolution Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 413 shares of UNH stock, worth $258,228. This represents 0.04% of its overall portfolio holdings.

Number of Shares
413
Holding current value
$258,228
% of portfolio
0.04%

Shares

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

Nov 06, 2024

BUY
$488.01 - $604.18 $201,548 - $249,526
413 New
413 $241,000
Q4 2023

Jan 31, 2024

BUY
$509.47 - $552.97 $196,655 - $213,446
386 New
386 $203,000
Q4 2021

Jan 28, 2022

SELL
$387.01 - $505.58 $149,772 - $195,659
-387 Closed
0 $0
Q3 2021

Nov 09, 2021

SELL
$390.74 - $429.71 $18,364 - $20,196
-47 Reduced 10.83%
387 $151,000
Q2 2021

Jul 22, 2021

SELL
$364.37 - $420.89 $32,793 - $37,880
-90 Reduced 17.18%
434 $174,000
Q1 2021

Apr 20, 2021

BUY
$324.34 - $379.06 $27,893 - $32,599
86 Added 19.63%
524 $195,000
Q4 2020

Feb 02, 2021

SELL
$303.68 - $356.82 $121,472 - $142,728
-400 Reduced 47.73%
438 $154,000
Q3 2020

Oct 15, 2020

BUY
$291.16 - $323.7 $24,457 - $27,190
84 Added 11.14%
838 $261,000
Q2 2020

Jul 27, 2020

SELL
$229.49 - $311.85 $13,080 - $17,775
-57 Reduced 7.03%
754 $222,000
Q1 2020

Apr 22, 2020

BUY
$194.86 - $305.31 $101,132 - $158,455
519 Added 177.74%
811 $202,000
Q4 2019

Feb 03, 2020

BUY
$215.36 - $295.97 $53,624 - $73,696
249 Added 579.07%
292 $86,000
Q3 2019

Nov 12, 2019

SELL
$215.26 - $266.65 $54,676 - $67,729
-254 Reduced 85.52%
43 $9,000
Q2 2019

Jul 12, 2019

BUY
$216.84 - $252.28 $64,401 - $74,927
297 New
297 $72,000
Q1 2019

May 09, 2019

SELL
$236.02 - $271.13 $71,986 - $82,694
-305 Closed
0 $0
Q4 2018

Jan 29, 2019

BUY
$232.94 - $286.33 $71,046 - $87,330
305 New
305 $76,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $585B
  • 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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