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 $1.15 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,265
Previous 2,204 2.77%
Holding current value
$1.15 Million
Previous $1.12 Million 18.0%
% of portfolio
0.17%
Previous 0.16%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $474B
  • 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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