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 1,165 shares of UNH stock, worth $686,348. This represents 0.39% of its overall portfolio holdings.

Number of Shares
1,165
Previous 1,190 2.1%
Holding current value
$686,348
Previous $588,000 0.85%
% of portfolio
0.39%
Previous 0.38%

Shares

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

Aug 08, 2024

SELL
$439.2 - $524.63 $10,980 - $13,115
-25 Reduced 2.1%
1,165 $593,000
Q4 2023

Feb 08, 2024

BUY
$509.47 - $552.97 $107,498 - $116,676
211 Added 21.55%
1,190 $626,000
Q3 2023

Oct 30, 2023

SELL
$447.75 - $510.93 $25,969 - $29,633
-58 Reduced 5.59%
979 $493,000
Q2 2023

Aug 08, 2023

BUY
$458.49 - $526.23 $916 - $1,052
2 Added 0.19%
1,037 $498,000
Q1 2023

May 03, 2023

SELL
$460.33 - $518.33 $172,623 - $194,373
-375 Reduced 36.23%
660 $311,000
Q4 2022

Feb 02, 2023

SELL
$498.86 - $555.15 $1.88 Million - $2.1 Million
-3,775 Reduced 78.48%
1,035 $548,000
Q3 2022

May 18, 2023

BUY
$501.24 - $549.95 $187,965 - $206,231
375 Added 56.82%
1,035 $523,000
Q3 2022

Nov 09, 2022

BUY
$501.24 - $549.95 $1.87 Million - $2.05 Million
3,735 Added 347.44%
4,810 $2.43 Million
Q4 2021

Feb 03, 2022

BUY
$387.01 - $505.58 $8,514 - $11,122
22 Added 2.09%
1,075 $540,000
Q2 2021

Jul 28, 2021

SELL
$364.37 - $420.89 $998,738 - $1.15 Million
-2,741 Reduced 72.25%
1,053 $422,000
Q1 2021

May 10, 2021

BUY
$324.34 - $379.06 $872,798 - $1.02 Million
2,691 Added 243.97%
3,794 $1.41 Million
Q4 2020

May 10, 2021

BUY
$303.68 - $356.82 $334,959 - $393,572
1,103 New
1,103 $387,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $551B
  • 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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