A detailed history of Iam Advisory, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Iam Advisory, LLC holds 3,687 shares of UNH stock, worth $2.17 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
3,687
Previous 3,624 1.74%
Holding current value
$2.17 Million
Previous $1.79 Million 4.74%
% of portfolio
0.51%
Previous 0.49%

Shares

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

Jul 12, 2024

BUY
$439.2 - $524.63 $27,669 - $33,051
63 Added 1.74%
3,687 $1.88 Million
Q1 2024

Apr 15, 2024

BUY
$472.6 - $545.42 $44,897 - $51,814
95 Added 2.69%
3,624 $1.79 Million
Q4 2023

Jan 12, 2024

BUY
$509.47 - $552.97 $22,416 - $24,330
44 Added 1.26%
3,529 $1.86 Million
Q3 2023

Oct 10, 2023

BUY
$447.75 - $510.93 $38,506 - $43,939
86 Added 2.53%
3,485 $1.76 Million
Q2 2023

Jul 13, 2023

BUY
$458.49 - $526.23 $74,275 - $85,249
162 Added 5.0%
3,399 $1.63 Million
Q1 2023

Apr 10, 2023

SELL
$460.33 - $518.33 $719,956 - $810,668
-1,564 Reduced 32.58%
3,237 $1.53 Million
Q4 2022

Jan 17, 2023

BUY
$498.86 - $555.15 $22,448 - $24,981
45 Added 0.95%
4,801 $0
Q3 2022

Oct 17, 2022

BUY
$501.24 - $549.95 $2,004 - $2,199
4 Added 0.08%
4,756 $2.4 Million
Q2 2022

Jul 12, 2022

BUY
$452.06 - $546.01 $32,548 - $39,312
72 Added 1.54%
4,752 $2.44 Million
Q1 2022

Apr 14, 2022

BUY
$455.89 - $520.82 $838,837 - $958,308
1,840 Added 64.79%
4,680 $2.39 Million
Q4 2021

Jan 19, 2022

BUY
$387.01 - $505.58 $42,958 - $56,119
111 Added 4.07%
2,840 $1.32 Million
Q3 2021

Oct 14, 2021

BUY
$390.74 - $429.71 $1.07 Million - $1.17 Million
2,729 New
2,729 $1.11 Million
Q2 2021

Jul 20, 2021

SELL
$364.37 - $420.89 $945,904 - $1.09 Million
-2,596 Closed
0 $0
Q1 2021

May 10, 2021

BUY
$324.34 - $379.06 $37,947 - $44,350
117 Added 4.72%
2,596 $1.05 Million
Q4 2020

Feb 08, 2021

BUY
$303.68 - $356.82 $752,822 - $884,556
2,479 New
2,479 $838,000

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
Track This Portfolio

Track Iam Advisory, LLC Portfolio

Follow Iam Advisory, 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 Iam Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iam Advisory, LLC with notifications on news.