A detailed history of Guardian Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 6,235 shares of UNH stock, worth $3.72 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
6,235
Previous 6,033 3.35%
Holding current value
$3.72 Million
Previous $2.98 Million 6.4%
% of portfolio
0.42%
Previous 0.42%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$439.2 - $524.63 $88,718 - $105,975
202 Added 3.35%
6,235 $3.18 Million
Q1 2024

May 15, 2024

BUY
$472.6 - $545.42 $51,513 - $59,450
109 Added 1.84%
6,033 $2.98 Million
Q4 2023

Feb 14, 2024

SELL
$509.47 - $552.97 $7,132 - $7,741
-14 Reduced 0.24%
5,924 $3.12 Million
Q3 2023

Nov 14, 2023

BUY
$447.75 - $510.93 $101,639 - $115,981
227 Added 3.97%
5,938 $2.99 Million
Q2 2023

Aug 14, 2023

BUY
$458.49 - $526.23 $159,096 - $182,601
347 Added 6.47%
5,711 $2.74 Million
Q1 2023

May 15, 2023

BUY
$460.33 - $518.33 $75,494 - $85,006
164 Added 3.15%
5,364 $2.53 Million
Q4 2022

Feb 14, 2023

SELL
$498.86 - $555.15 $38,911 - $43,301
-78 Reduced 1.48%
5,200 $2.76 Million
Q3 2022

Nov 14, 2022

SELL
$501.24 - $549.95 $5,012 - $5,499
-10 Reduced 0.19%
5,278 $2.67 Million
Q2 2022

Aug 15, 2022

BUY
$452.06 - $546.01 $904,572 - $1.09 Million
2,001 Added 60.88%
5,288 $2.72 Million
Q1 2022

May 16, 2022

SELL
$455.89 - $520.82 $261,224 - $298,429
-573 Reduced 14.84%
3,287 $1.68 Million
Q4 2021

May 16, 2022

BUY
$387.01 - $505.58 $1.13 Million - $1.47 Million
2,910 Added 306.32%
3,860 $1.94 Million
Q4 2021

Feb 14, 2022

BUY
$387.01 - $505.58 $367,659 - $480,301
950 New
950 $477,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $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
Track This Portfolio

Track Guardian Wealth Advisors, LLC Portfolio

Follow Guardian Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.