Great Valley Advisor Group, Inc. Unitedhealth Group Inc Transaction History

Great Valley Advisor Group, Inc.

$3.45 Billion
Q2 2024

A detailed history of Great Valley Advisor Group, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 40,407 shares of UNH stock, worth $23.5 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

40,407

Previous 38,747 4.28%

Holding current value

$23.5 Million

Previous $19.2 Million 7.35%

% of portfolio

0.6%

Previous 0.6%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	BUY	$439.2 - $524.63 $729,072 - $870,885	1,660 Added 4.28%	40,407 $20.6 Million
Q1 2024 May 03, 2024	SELL	$472.6 - $545.42 $303,409 - $350,159	-642 Reduced 1.63%	38,747 $19.2 Million
Q4 2023 Feb 05, 2024	BUY	$509.47 - $552.97 $2.59 Million - $2.82 Million	5,092 Added 14.85%	39,389 $20.7 Million
Q3 2023 Nov 06, 2023	BUY	$447.75 - $510.93 $843,561 - $962,592	1,884 Added 5.81%	34,297 $17.3 Million
Q2 2023 Aug 10, 2023	BUY	$458.49 - $526.23 $934,402 - $1.07 Million	2,038 Added 6.71%	32,413 $15.6 Million
Q1 2023 May 02, 2023	BUY	$460.33 - $518.33 $1.33 Million - $1.5 Million	2,891 Added 10.52%	30,375 $14.4 Million
Q4 2022 Jan 31, 2023	BUY	$498.86 - $555.15 $16,961 - $18,875	34 Added 0.12%	27,484 $14.6 Million
Q3 2022 Oct 21, 2022	BUY	$501.24 - $549.95 $419,036 - $459,758	836 Added 3.14%	27,450 $13.9 Million
Q2 2022 Jul 19, 2022	BUY	$452.06 - $546.01 $3.55 Million - $4.29 Million	7,851 Added 41.84%	26,614 $13.7 Million
Q1 2022 Apr 20, 2022	BUY	$455.89 - $520.82 $274,901 - $314,054	603 Added 3.32%	18,763 $9.51 Million
Q4 2021 Feb 10, 2022	BUY	$387.01 - $505.58 $71,209 - $93,026	184 Added 1.02%	18,160 $8.38 Million
Q3 2021 Oct 14, 2021	BUY	$390.74 - $429.71 $183,257 - $201,533	469 Added 2.68%	17,976 $7.02 Million
Q2 2021 Jul 27, 2021	BUY	$364.37 - $420.89 $183,278 - $211,707	503 Added 2.96%	17,507 $6.83 Million
Q1 2021 Apr 20, 2021	BUY	$324.34 - $379.06 $155,034 - $181,190	478 Added 2.89%	17,004 $6.33 Million
Q4 2020 Jan 29, 2021	SELL	$303.68 - $356.82 $59,217 - $69,579	-195 Reduced 1.17%	16,526 $5.8 Million
Q3 2020 Oct 21, 2020	BUY	$291.16 - $323.7 $914,533 - $1.02 Million	3,141 Added 23.13%	16,721 $5.21 Million
Q2 2020 Jul 31, 2020	BUY	$229.49 - $311.85 $928,057 - $1.26 Million	4,044 Added 42.41%	13,580 $4.01 Million
Q1 2020 May 15, 2020	BUY	$194.86 - $305.31 $293,848 - $460,407	1,508 Added 18.78%	9,536 $2.38 Million
Q4 2019 Feb 10, 2020	BUY	$215.36 - $295.97 $33,380 - $45,875	155 Added 1.97%	8,028 $2.36 Million
Q3 2019 Oct 25, 2019	BUY	$215.26 - $266.65 $71,896 - $89,061	334 Added 4.43%	7,873 $1.71 Million
Q2 2019 Jul 30, 2019	BUY	$216.84 - $252.28 $990,525 - $1.15 Million	4,568 Added 153.75%	7,539 $1.84 Million
Q1 2019 Apr 26, 2019	BUY	$236.02 - $271.13 $9,676 - $11,116	41 Added 1.4%	2,971 $735,000
Q4 2018 Apr 11, 2019	BUY	$232.94 - $286.33 $682,514 - $838,946	2,930 New	2,930 $730,000

Others Institutions Holding UNH

# of Institutions

3,739

Shares Held

782M

Call Options Held

5.86M

Put Options Held

5.64M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $544B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.

Account

Great Valley Advisor Group, Inc. Unitedhealth Group Inc Transaction History