Hcr Wealth Advisors Unitedhealth Group Inc Transaction History

Hcr Wealth Advisors

$757 Million
Q3 2024

A detailed history of Hcr Wealth Advisors transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Hcr Wealth Advisors holds 2,265 shares of UNH stock, worth $1.35 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,265

Previous 2,204 2.77%

Holding current value

$1.35 Million

Previous $1.12 Million 18.0%

% of portfolio

0.17%

Previous 0.16%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$488.01 - $604.18 $29,768 - $36,854	61 Added 2.77%	2,265 $1.32 Million
Q2 2024 Aug 06, 2024	BUY	$439.2 - $524.63 $36,892 - $44,068	84 Added 3.96%	2,204 $1.12 Million
Q1 2024 May 10, 2024	BUY	$472.6 - $545.42 $5,198 - $5,999	11 Added 0.52%	2,120 $1.05 Million
Q4 2023 Feb 09, 2024	BUY	$509.47 - $552.97 $1.07 Million - $1.17 Million	2,109 New	2,109 $1.11 Million
Q1 2023 May 12, 2023	SELL	$460.33 - $518.33 $23,016 - $25,916	-50 Reduced 7.25%	640 $302,000
Q1 2022 May 05, 2022	BUY	$455.89 - $520.82 $314,564 - $359,365	690 New	690 $352,000
Q1 2020 May 08, 2020	SELL	$194.86 - $305.31 $1.83 Million - $2.86 Million	-9,378 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$215.36 - $295.97 $11,629 - $15,982	54 Added 0.58%	9,378 $2.76 Million
Q3 2019 Nov 07, 2019	BUY	$215.26 - $266.65 $350,443 - $434,106	1,628 Added 21.15%	9,324 $2.05 Million
Q2 2019 Jul 25, 2019	BUY	$216.84 - $252.28 $397,901 - $462,933	1,835 Added 31.31%	7,696 $1.88 Million
Q1 2019 May 10, 2019	SELL	$236.02 - $271.13 $202,033 - $232,087	-856 Reduced 12.74%	5,861 $1.31 Million
Q4 2018 Jan 31, 2019	SELL	$232.94 - $286.33 $1,397 - $1,717	-6 Reduced 0.09%	6,717 $1.54 Million
Q3 2018 Nov 09, 2018	BUY	$246.98 - $269.65 $307,243 - $335,444	1,244 Added 22.7%	6,723 $1.64 Million
Q2 2018 Aug 14, 2018	BUY	$217.2 - $255.98 $94,482 - $111,351	435 Added 8.62%	5,479 $1.23 Million
Q1 2018 May 15, 2018	BUY	$212.55 - $248.47 $67,590 - $79,013	318 Added 6.73%	5,044 $962,000
Q4 2017 Feb 13, 2018	BUY	$192.52 - $228.17 $10,203 - $12,093	53 Added 1.13%	4,726 $921,000
Q3 2017 Nov 13, 2017	BUY	$190.82 - $199.75 $237,952 - $249,088	1,247 Added 36.4%	4,673 $807,000
Q2 2017 Aug 16, 2017	BUY	N/A	3,426	3,426 $533,000

Others Institutions Holding UNH

# of Institutions

3,811

Shares Held

789M

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Hcr Wealth Advisors with notifications on news.

Account

Hcr Wealth Advisors Unitedhealth Group Inc Transaction History