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 $1.69 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
3,378
Previous 3,171 6.53%
Holding current value
$1.69 Million
Previous $1.61 Million 22.37%
% of portfolio
0.71%
Previous 0.59%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $468B
  • 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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