A detailed history of Exencial Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 76,335 shares of UNH stock, worth $39.2 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares
76,335
Previous 78,018 2.16%
Holding current value
$39.2 Million
Previous $39.7 Million 12.33%
% of portfolio
1.64%
Previous 1.52%

Shares

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

Oct 31, 2024

SELL
$488.01 - $604.18 $821,320 - $1.02 Million
-1,683 Reduced 2.16%
76,335 $44.6 Million
Q2 2024

Aug 12, 2024

BUY
$439.2 - $524.63 $2.95 Million - $3.52 Million
6,716 Added 9.42%
78,018 $39.7 Million
Q1 2024

May 10, 2024

BUY
$472.6 - $545.42 $5.3 Million - $6.11 Million
11,204 Added 18.64%
71,302 $35.3 Million
Q4 2023

Feb 13, 2024

BUY
$509.47 - $552.97 $382,611 - $415,280
751 Added 1.27%
60,098 $31.6 Million
Q3 2023

Nov 08, 2023

SELL
$447.75 - $510.93 $293,724 - $335,170
-656 Reduced 1.09%
59,347 $29.9 Million
Q2 2023

Aug 10, 2023

BUY
$458.49 - $526.23 $5.63 Million - $6.46 Million
12,285 Added 25.75%
60,003 $28.8 Million
Q1 2023

May 02, 2023

BUY
$460.33 - $518.33 $577,253 - $649,985
1,254 Added 2.7%
47,718 $22.6 Million
Q4 2022

Feb 14, 2023

BUY
$498.86 - $555.15 $2.72 Million - $3.03 Million
5,454 Added 13.3%
46,464 $24.6 Million
Q3 2022

Nov 08, 2022

BUY
$501.24 - $549.95 $1.46 Million - $1.6 Million
2,904 Added 7.62%
41,010 $20.7 Million
Q2 2022

Aug 11, 2022

BUY
$452.06 - $546.01 $744,994 - $899,824
1,648 Added 4.52%
38,106 $19.6 Million
Q1 2022

May 12, 2022

BUY
$455.89 - $520.82 $8.44 Million - $9.64 Million
18,509 Added 103.12%
36,458 $18.6 Million
Q4 2021

Feb 10, 2022

SELL
$387.01 - $505.58 $434,612 - $567,766
-1,123 Reduced 5.89%
17,949 $9.01 Million
Q3 2021

Nov 04, 2021

SELL
$390.74 - $429.71 $1.02 Million - $1.12 Million
-2,598 Reduced 11.99%
19,072 $7.45 Million
Q2 2021

Aug 16, 2021

SELL
$364.37 - $420.89 $364 - $420
-1 Reduced -0.0%
21,670 $8.68 Million
Q1 2021

May 06, 2021

BUY
$324.34 - $379.06 $129,087 - $150,865
398 Added 1.87%
21,671 $8.06 Million
Q4 2020

Feb 11, 2021

SELL
$303.68 - $356.82 $6.7 Million - $7.87 Million
-22,067 Reduced 50.92%
21,273 $7.46 Million
Q3 2020

Nov 13, 2020

BUY
$291.16 - $323.7 $5.98 Million - $6.65 Million
20,551 Added 90.18%
43,340 $13.5 Million
Q2 2020

Aug 17, 2020

BUY
$229.49 - $311.85 $4.9 Million - $6.66 Million
21,350 Added 1483.67%
22,789 $6.72 Million
Q1 2020

May 15, 2020

BUY
$194.86 - $305.31 $38,972 - $61,062
200 Added 16.14%
1,439 $359,000
Q4 2019

Feb 14, 2020

BUY
$215.36 - $295.97 $5,814 - $7,991
27 Added 2.23%
1,239 $364,000
Q3 2019

Nov 13, 2019

SELL
$215.26 - $266.65 $37,885 - $46,930
-176 Reduced 12.68%
1,212 $263,000
Q2 2019

Aug 14, 2019

SELL
$216.84 - $252.28 $55,294 - $64,331
-255 Reduced 15.52%
1,388 $339,000
Q1 2019

May 08, 2019

SELL
$236.02 - $271.13 $15,341 - $17,623
-65 Reduced 3.81%
1,643 $406,000
Q4 2018

Feb 06, 2019

BUY
$232.94 - $286.33 $166,086 - $204,153
713 Added 71.66%
1,708 $425,000
Q3 2018

Nov 05, 2018

SELL
$246.98 - $269.65 $26,426 - $28,852
-107 Reduced 9.71%
995 $265,000
Q2 2018

Aug 01, 2018

BUY
$217.2 - $255.98 $27,584 - $32,509
127 Added 13.03%
1,102 $270,000
Q1 2018

May 09, 2018

SELL
$212.55 - $248.47 $12,115 - $14,162
-57 Reduced 5.52%
975 $209,000
Q4 2017

Feb 09, 2018

SELL
$192.52 - $228.17 $25,220 - $29,890
-131 Reduced 11.26%
1,032 $227,000
Q3 2017

Nov 08, 2017

BUY
$190.82 - $199.75 $221,923 - $232,309
1,163
1,163 $228,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $480B
  • 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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