Goal Vest Advisory LLC Unitedhealth Group Inc Transaction History

Goal Vest Advisory LLC

$331 Million
Q3 2024

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%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

3,814

Shares Held

788M

Call Options Held

5.85M

Put Options Held

5.63M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $558B
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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Goal Vest Advisory LLC Unitedhealth Group Inc Transaction History