Iam Advisory, LLC Unitedhealth Group Inc Transaction History

Iam Advisory, LLC

$394 Million
Q3 2024

A detailed history of Iam Advisory, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Iam Advisory, LLC holds 3,731 shares of UNH stock, worth $2.08 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

3,731

Previous 3,687 1.19%

Holding current value

$2.08 Million

Previous $1.88 Million 16.2%

% of portfolio

0.55%

Previous 0.51%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$488.01 - $604.18 $21,472 - $26,583	44 Added 1.19%	3,731 $2.18 Million
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

# of Institutions

3,806

Shares Held

788M

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 $522B
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 Iam Advisory, LLC, based on Form 13F filings with the SEC.

News

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

Account