Ibex Wealth Advisors Unitedhealth Group Inc Transaction History

Ibex Wealth Advisors

$1.17 Billion
Q3 2024

A detailed history of Ibex Wealth Advisors transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Ibex Wealth Advisors holds 21,923 shares of UNH stock, worth $10.6 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

21,923

Previous 410 5247.07%

Holding current value

$10.6 Million

Previous $208,000 6062.02%

% of portfolio

1.1%

Previous 0.03%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$488.01 - $604.18 $10.5 Million - $13 Million	21,513 Added 5247.07%	21,923 $12.8 Million
Q2 2024 Aug 06, 2024	SELL	$439.2 - $524.63 $7.77 Million - $9.28 Million	-17,693 Reduced 97.74%	410 $208,000
Q1 2024 Apr 18, 2024	BUY	$472.6 - $545.42 $8.55 Million - $9.87 Million	18,093 Added 180930.0%	18,103 $9.6 Million
Q4 2023 Jan 29, 2024	SELL	$509.47 - $552.97 $4.72 Million - $5.12 Million	-9,264 Reduced 99.89%	10 $5.02 Million
Q3 2023 Nov 07, 2023	SELL	$447.75 - $510.93 $2.01 Million - $2.3 Million	-4,492 Reduced 32.63%	9,274 $4.68 Million
Q1 2023 May 15, 2023	SELL	$460.33 - $518.33 $2 Million - $2.25 Million	-4,337 Reduced 23.96%	13,766 $6.51 Million
Q4 2022 Feb 06, 2023	SELL	$498.86 - $555.15 $74,829 - $83,272	-150 Reduced 0.82%	18,103 $9.6 Million
Q3 2022 Oct 31, 2022	SELL	$501.24 - $549.95 $192,476 - $211,180	-384 Reduced 2.06%	18,253 $9.22 Million
Q2 2022 Aug 16, 2022	SELL	$452.06 - $546.01 $77,754 - $93,913	-172 Reduced 0.91%	18,637 $9.57 Million
Q1 2022 May 16, 2022	BUY	$455.89 - $520.82 $1.9 Million - $2.17 Million	4,158 Added 28.38%	18,809 $9.59 Million
Q4 2021 Feb 22, 2022	BUY	$387.01 - $505.58 $60,760 - $79,376	157 Added 1.08%	14,651 $7.36 Million
Q3 2021 Nov 12, 2021	BUY	$390.74 - $429.71 $389,958 - $428,850	998 Added 7.39%	14,494 $5.66 Million
Q2 2021 Aug 20, 2021	BUY	$364.37 - $420.89 $218,257 - $252,113	599 Added 4.64%	13,496 $5.4 Million
Q1 2021 May 05, 2021	BUY	$324.34 - $379.06 $94,058 - $109,927	290 Added 2.3%	12,897 $4.8 Million
Q4 2020 Jan 22, 2021	BUY	$303.68 - $356.82 $123,901 - $145,582	408 Added 3.34%	12,607 $4.42 Million
Q3 2020 Oct 23, 2020	SELL	$291.16 - $323.7 $1.88 Million - $2.1 Million	-6,474 Reduced 34.67%	12,199 $3.8 Million
Q2 2020 Aug 14, 2020	BUY	$229.49 - $311.85 $1.48 Million - $2.02 Million	6,467 Added 52.98%	18,673 $5.51 Million
Q1 2020 May 05, 2020	SELL	$194.86 - $305.31 $107,173 - $167,920	-550 Reduced 4.31%	12,206 $3.04 Million
Q4 2019 Jan 24, 2020	SELL	$215.36 - $295.97 $115,217 - $158,343	-535 Reduced 4.03%	12,756 $3.75 Million
Q3 2019 Nov 12, 2019	SELL	$215.26 - $266.65 $42,406 - $52,530	-197 Reduced 1.46%	13,291 $2.89 Million
Q2 2019 Jul 30, 2019	SELL	$216.84 - $252.28 $405,924 - $472,268	-1,872 Reduced 12.19%	13,488 $3.29 Million
Q1 2019 May 01, 2019	SELL	$236.02 - $271.13 $1.91 Million - $2.2 Million	-8,112 Reduced 34.56%	15,360 $3.8 Million
Q4 2018 Feb 01, 2019	SELL	$232.94 - $286.33 $1.36 Million - $1.68 Million	-5,856 Reduced 19.97%	23,472 $5.85 Million
Q3 2018 Oct 09, 2018	BUY	$246.98 - $269.65 $54,088 - $59,053	219 Added 0.75%	29,328 $7.89 Million
Q1 2018 Jun 13, 2018	SELL	$212.55 - $248.47 $327,752 - $383,140	-1,542 Reduced 5.03%	29,109 $6.32 Million
Q4 2017 Feb 13, 2018	SELL	$192.52 - $228.17 $198,103 - $234,786	-1,029 Reduced 3.25%	30,651 $6.89 Million
Q3 2017 Nov 13, 2017	BUY	$190.82 - $199.75 $6.05 Million - $6.33 Million	31,680	31,680 $6.22 Million

Others Institutions Holding UNH

# of Institutions

3,838

Shares Held

777M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $454B
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...

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Ibex Wealth Advisors Unitedhealth Group Inc Transaction History