Independent Advisor Alliance Unitedhealth Group Inc Transaction History

Independent Advisor Alliance

$2.88 Billion
Q2 2024

A detailed history of Independent Advisor Alliance transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Independent Advisor Alliance holds 39,246 shares of UNH stock, worth $21.9 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

39,246

Previous 38,304 2.46%

Holding current value

$21.9 Million

Previous $18.9 Million 5.48%

% of portfolio

0.69%

Previous 0.69%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$439.2 - $524.63 $413,726 - $494,201	942 Added 2.46%	39,246 $20 Million
Q1 2024 May 08, 2024	BUY	$472.6 - $545.42 $1.06 Million - $1.22 Million	2,242 Added 6.22%	38,304 $18.9 Million
Q4 2023 Feb 08, 2024	BUY	$509.47 - $552.97 $2.26 Million - $2.45 Million	4,434 Added 14.02%	36,062 $19 Million
Q3 2023 Oct 24, 2023	SELL	$447.75 - $510.93 $1.28 Million - $1.46 Million	-2,854 Reduced 8.28%	31,628 $15.9 Million
Q2 2023 Jul 28, 2023	BUY	$458.49 - $526.23 $531,848 - $610,426	1,160 Added 3.48%	34,482 $16.6 Million
Q1 2023 May 12, 2023	BUY	$460.33 - $518.33 $261,927 - $294,929	569 Added 1.74%	33,322 $15.7 Million
Q4 2022 Feb 13, 2023	BUY	$498.86 - $555.15 $829,604 - $923,214	1,663 Added 5.35%	32,753 $17.4 Million
Q3 2022 Nov 04, 2022	SELL	$501.24 - $549.95 $443,096 - $486,155	-884 Reduced 2.76%	31,090 $15.7 Million
Q2 2022 Aug 04, 2022	BUY	$452.06 - $546.01 $683,514 - $825,567	1,512 Added 4.96%	31,974 $16.4 Million
Q1 2022 May 06, 2022	BUY	$455.89 - $520.82 $2.64 Million - $3.02 Million	5,801 Added 23.52%	30,462 $15.5 Million
Q4 2021 Feb 11, 2022	BUY	$387.01 - $505.58 $310,769 - $405,980	803 Added 3.37%	24,661 $12.4 Million
Q3 2021 Nov 01, 2021	BUY	$390.74 - $429.71 $461,073 - $507,057	1,180 Added 5.2%	23,858 $9.32 Million
Q2 2021 Aug 12, 2021	BUY	$364.37 - $420.89 $142,104 - $164,147	390 Added 1.75%	22,678 $9.08 Million
Q1 2021 May 14, 2021	BUY	$324.34 - $379.06 $411,587 - $481,027	1,269 Added 6.04%	22,288 $8.29 Million
Q4 2020 Feb 11, 2021	BUY	$303.68 - $356.82 $280,904 - $330,058	925 Added 4.6%	21,019 $7.37 Million
Q3 2020 Nov 04, 2020	BUY	$291.16 - $323.7 $708,392 - $787,562	2,433 Added 13.78%	20,094 $6.27 Million
Q2 2020 Aug 06, 2020	BUY	$229.49 - $311.85 $117,498 - $159,667	512 Added 2.99%	17,661 $5.21 Million
Q1 2020 May 14, 2020	SELL	$194.86 - $305.31 $247,667 - $388,049	-1,271 Reduced 6.9%	17,149 $4.28 Million
Q4 2019 Feb 07, 2020	SELL	$215.36 - $295.97 $231,081 - $317,575	-1,073 Reduced 5.5%	18,420 $5.42 Million
Q3 2019 Nov 12, 2019	SELL	$215.26 - $266.65 $266,491 - $330,112	-1,238 Reduced 5.97%	19,493 $4.36 Million
Q2 2019 Aug 12, 2019	SELL	$216.84 - $252.28 $926,774 - $1.08 Million	-4,274 Reduced 17.09%	20,731 $4.28 Million
Q1 2019 May 07, 2019	SELL	$236.02 - $271.13 $2.38 Million - $2.73 Million	-10,076 Reduced 28.72%	25,005 $6.18 Million
Q4 2018 Feb 12, 2019	BUY	$232.94 - $286.33 $821,346 - $1.01 Million	3,526 Added 11.17%	35,081 $8.77 Million
Q3 2018 Nov 13, 2018	BUY	$246.98 - $269.65 $1.31 Million - $1.42 Million	5,284 Added 20.11%	31,555 $8.31 Million
Q2 2018 Aug 08, 2018	BUY	$217.2 - $255.98 $285,400 - $336,357	1,314 Added 5.27%	26,271 $6.43 Million
Q1 2018 May 15, 2018	BUY	$212.55 - $248.47 $255,060 - $298,164	1,200 Added 5.05%	24,957 $5.42 Million
Q4 2017 Feb 14, 2018	BUY	$192.52 - $228.17 $55,830 - $66,169	290 Added 1.24%	23,757 $5.34 Million
Q3 2017 Nov 15, 2017	BUY	$190.82 - $199.75 $320,577 - $335,580	1,680 Added 7.71%	23,467 $4.61 Million
Q2 2017 Aug 14, 2017	BUY	N/A	21,787	21,787 $4.07 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

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 Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Account

Independent Advisor Alliance Unitedhealth Group Inc Transaction History