Investment Advisory Services Inc Unitedhealth Group Inc Transaction History

Investment Advisory Services Inc

$279 Million
Q3 2024

A detailed history of Investment Advisory Services Inc transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Investment Advisory Services Inc holds 3,378 shares of UNH stock, worth $1.88 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

3,378

Previous 3,171 6.53%

Holding current value

$1.88 Million

Previous $1.61 Million 22.37%

% of portfolio

0.71%

Previous 0.59%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$488.01 - $604.18 $101,018 - $125,065	207 Added 6.53%	3,378 $1.98 Million
Q2 2024 Jul 17, 2024	SELL	$439.2 - $524.63 $82,130 - $98,105	-187 Reduced 5.57%	3,171 $1.61 Million
Q1 2024 Apr 25, 2024	BUY	$472.6 - $545.42 $33,082 - $38,179	70 Added 2.13%	3,358 $1.66 Million
Q4 2023 Jan 11, 2024	BUY	$509.47 - $552.97 $16,303 - $17,695	32 Added 0.98%	3,288 $1.73 Million
Q3 2023 Oct 19, 2023	BUY	$447.75 - $510.93 $7,611 - $8,685	17 Added 0.52%	3,256 $1.64 Million
Q2 2023 Aug 14, 2023	BUY	$458.49 - $526.23 $12,837 - $14,734	28 Added 0.87%	3,239 $1.56 Million
Q1 2023 Apr 24, 2023	BUY	$460.33 - $518.33 $47,874 - $53,906	104 Added 3.35%	3,211 $1.52 Million
Q4 2022 Feb 15, 2023	BUY	$498.86 - $555.15 $110,248 - $122,688	221 Added 7.66%	3,107 $1.65 Million
Q3 2022 Oct 27, 2022	BUY	$501.24 - $549.95 $48,119 - $52,795	96 Added 3.44%	2,886 $1.46 Million
Q2 2022 Aug 15, 2022	BUY	$452.06 - $546.01 $26,671 - $32,214	59 Added 2.16%	2,790 $1.43 Million
Q1 2022 May 04, 2022	BUY	$455.89 - $520.82 $54,706 - $62,498	120 Added 4.6%	2,731 $1.39 Million
Q4 2021 Feb 02, 2022	BUY	$387.01 - $505.58 $29,412 - $38,424	76 Added 3.0%	2,611 $1.31 Million
Q3 2021 Oct 27, 2021	BUY	$390.74 - $429.71 $53,140 - $58,440	136 Added 5.67%	2,535 $990,000
Q2 2021 Aug 16, 2021	BUY	$364.37 - $420.89 $11,659 - $13,468	32 Added 1.35%	2,399 $961,000
Q3 2020 Mar 10, 2021	BUY	$291.16 - $323.7 $70,169 - $78,011	241 Added 11.34%	2,367 $738,000
Q2 2020 Mar 10, 2021	BUY	$229.49 - $311.85 $110,614 - $150,311	482 Added 29.32%	2,126 $627,000
Q1 2020 Mar 10, 2021	BUY	$194.86 - $305.31 $320,349 - $501,929	1,644 New	1,644 $428,000

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 Investment Advisory Services Inc , based on Form 13F filings with the SEC.

News

Stay updated on Investment Advisory Services Inc with notifications on news.

Account

Investment Advisory Services Inc Unitedhealth Group Inc Transaction History