A detailed history of Intercontinental Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 1,270 shares of UNH stock, worth $750,404. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,270
Previous 1,270 -0.0%
Holding current value
$750,404
Previous $600,000 1.67%
% of portfolio
0.15%
Previous 0.15%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 03, 2023

BUY
$460.33 - $518.33 $13,809 - $15,549
30 Added 2.42%
1,270 $600,000
Q3 2022

Nov 10, 2022

SELL
$501.24 - $549.95 $36,590 - $40,146
-73 Reduced 5.56%
1,240 $626,000
Q2 2022

Aug 05, 2022

BUY
$452.06 - $546.01 $30,288 - $36,582
67 Added 5.38%
1,313 $674,000
Q1 2022

May 09, 2022

BUY
$455.89 - $520.82 $160,017 - $182,807
351 Added 39.22%
1,246 $635,000
Q4 2021

Feb 08, 2022

BUY
$387.01 - $505.58 $9,675 - $12,639
25 Added 2.87%
895 $449,000
Q3 2021

Nov 12, 2021

SELL
$390.74 - $429.71 $78,929 - $86,801
-202 Reduced 18.84%
870 $340,000
Q2 2021

Aug 06, 2021

BUY
$364.37 - $420.89 $146,112 - $168,776
401 Added 59.76%
1,072 $429,000
Q1 2021

May 14, 2021

SELL
$324.34 - $379.06 $6,162 - $7,202
-19 Reduced 2.75%
671 $250,000
Q4 2020

Feb 19, 2021

BUY
$303.68 - $356.82 $72,275 - $84,923
238 Added 52.65%
690 $242,000
Q3 2020

Jan 19, 2021

BUY
$291.16 - $323.7 $154,897 - $172,208
532 New
532 $116,000
Q1 2020

Jan 19, 2021

BUY
$194.86 - $305.31 $88,076 - $138,000
452 New
452 $112,000
Q4 2019

Feb 07, 2020

SELL
$215.36 - $295.97 $74,945 - $102,997
-348 Reduced 65.41%
184 $54,000
Q3 2019

Oct 09, 2019

SELL
$215.26 - $266.65 $97,297 - $120,525
-452 Closed
0 $0
Q1 2019

May 08, 2019

BUY
$236.02 - $271.13 $236 - $271
1 Added 0.22%
452 $112,000
Q4 2018

Jan 31, 2019

BUY
$232.94 - $286.33 $105,055 - $129,134
451 New
451 $112,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $553B
  • 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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