A detailed history of Goal Vest Advisory LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Goal Vest Advisory LLC holds 3,248 shares of UNH stock, worth $1.94 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
3,248
Previous 3,124 3.97%
Holding current value
$1.94 Million
Previous $1.59 Million 19.43%
% of portfolio
0.57%
Previous 0.52%

Shares

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

Nov 06, 2024

BUY
$488.01 - $604.18 $60,513 - $74,918
124 Added 3.97%
3,248 $1.9 Million
Q2 2024

Jul 30, 2024

BUY
$439.2 - $524.63 $7,905 - $9,443
18 Added 0.58%
3,124 $1.59 Million
Q1 2024

Apr 15, 2024

BUY
$472.6 - $545.42 $105,389 - $121,628
223 Added 7.73%
3,106 $1.54 Million
Q4 2023

Jan 02, 2024

SELL
$509.47 - $552.97 $48,909 - $53,085
-96 Reduced 3.22%
2,883 $1.52 Million
Q3 2023

Oct 10, 2023

BUY
$447.75 - $510.93 $73,431 - $83,792
164 Added 5.83%
2,979 $1.5 Million
Q2 2023

Jul 17, 2023

BUY
$458.49 - $526.23 $131,128 - $150,501
286 Added 11.31%
2,815 $1.35 Million
Q1 2023

Apr 03, 2023

BUY
$460.33 - $518.33 $61,684 - $69,456
134 Added 5.59%
2,529 $1.2 Million
Q4 2022

Jan 06, 2023

BUY
$498.86 - $555.15 $156,642 - $174,317
314 Added 15.09%
2,395 $0
Q3 2022

Oct 11, 2022

SELL
$501.24 - $549.95 $622,540 - $683,037
-1,242 Reduced 37.38%
2,081 $1.05 Million
Q2 2022

Jul 06, 2022

BUY
$452.06 - $546.01 $9,945 - $12,012
22 Added 0.67%
3,323 $1.68 Million
Q1 2022

May 03, 2022

BUY
$455.89 - $520.82 $20,970 - $23,957
46 Added 1.41%
3,301 $1.68 Million
Q2 2021

Sep 01, 2021

BUY
$364.37 - $420.89 $62,671 - $72,393
172 Added 5.58%
3,255 $1.3 Million
Q1 2021

May 13, 2021

BUY
$324.34 - $379.06 $108,329 - $126,606
334 Added 12.15%
3,083 $1.15 Million
Q4 2020

Jan 28, 2021

BUY
$303.68 - $356.82 $834,816 - $980,898
2,749 New
2,749 $964,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $559B
  • 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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