A detailed history of Investment Advisory Group, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Investment Advisory Group, LLC holds 512 shares of UNH stock, worth $302,525. This represents 0.11% of its overall portfolio holdings.

Number of Shares
512
Previous 483 6.0%
Holding current value
$302,525
Previous $245,000 22.04%
% of portfolio
0.11%
Previous 0.1%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$488.01 - $604.18 $14,152 - $17,521
29 Added 6.0%
512 $299,000
Q2 2024

Jul 31, 2024

SELL
$439.2 - $524.63 $17,128 - $20,460
-39 Reduced 7.47%
483 $245,000
Q1 2024

Apr 29, 2024

BUY
$472.6 - $545.42 $31,664 - $36,543
67 Added 14.73%
522 $258,000
Q4 2023

Jan 30, 2024

SELL
$509.47 - $552.97 $18,850 - $20,459
-37 Reduced 7.52%
455 $239,000
Q3 2023

Oct 16, 2023

BUY
$447.75 - $510.93 $12,089 - $13,795
27 Added 5.81%
492 $248,000
Q3 2022

Oct 24, 2022

BUY
$501.24 - $549.95 $20,550 - $22,547
41 Added 9.67%
465 $235,000
Q2 2022

Jul 18, 2022

BUY
$452.06 - $546.01 $7,232 - $8,736
16 Added 3.92%
424 $217,000
Q1 2022

Apr 29, 2022

BUY
$455.89 - $520.82 $186,003 - $212,494
408 New
408 $209,000

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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