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 $12.2 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
21,923
Previous 410 5247.07%
Holding current value
$12.2 Million
Previous $208,000 6062.02%
% of portfolio
1.1%
Previous 0.03%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,806
Shares Held
788M
Call Options Held
5.85M
Put Options Held
5.63M
View Full List

About UNITEDHEALTH GROUP INC

UNH Quotes by TradingView
  • 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
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