Investment Research & Advisory Group, Inc. Unitedhealth Group Inc Transaction History

Investment Research & Advisory Group, Inc.

$236 Million
Q3 2024

A detailed history of Investment Research & Advisory Group, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Investment Research & Advisory Group, Inc. holds 6,324 shares of UNH stock, worth $3.83 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares

6,324

Previous 6,216 1.74%

Holding current value

$3.83 Million

Previous $3.17 Million 16.81%

% of portfolio

1.57%

Previous 1.4%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$488.01 - $604.18 $52,705 - $65,251	108 Added 1.74%	6,324 $3.7 Million
Q2 2024 Jul 30, 2024	BUY	$439.2 - $524.63 $21,520 - $25,706	49 Added 0.79%	6,216 $3.17 Million
Q1 2024 Apr 17, 2024	BUY	$472.6 - $545.42 $51,513 - $59,450	109 Added 1.8%	6,167 $3.05 Million
Q4 2023 Jan 18, 2024	BUY	$509.47 - $552.97 $20,378 - $22,118	40 Added 0.66%	6,058 $3.19 Million
Q3 2023 Oct 19, 2023	BUY	$447.75 - $510.93 $13,880 - $15,838	31 Added 0.52%	6,018 $3.03 Million
Q2 2023 Jul 20, 2023	SELL	$458.49 - $526.23 $174,226 - $199,967	-380 Reduced 5.97%	5,987 $2.88 Million
Q1 2023 Apr 19, 2023	SELL	$460.33 - $518.33 $5,523 - $6,219	-12 Reduced 0.19%	6,367 $3.01 Million
Q4 2022 Jan 31, 2023	SELL	$498.86 - $555.15 $8,979 - $9,992	-18 Reduced 0.28%	6,379 $3.38 Million
Q3 2022 Oct 18, 2022	BUY	$501.24 - $549.95 $19,548 - $21,448	39 Added 0.61%	6,397 $3.23 Million
Q2 2022 Jul 19, 2022	BUY	$452.06 - $546.01 $127,932 - $154,520	283 Added 4.66%	6,358 $3.27 Million
Q1 2022 Apr 25, 2022	SELL	$455.89 - $520.82 $68,383 - $78,123	-150 Reduced 2.41%	6,075 $3.1 Million
Q4 2021 Jan 19, 2022	SELL	$387.01 - $505.58 $6,966 - $9,100	-18 Reduced 0.29%	6,225 $3.13 Million
Q3 2021 Oct 07, 2021	BUY	$390.74 - $429.71 $1,562 - $1,718	4 Added 0.06%	6,243 $2.45 Million
Q2 2021 Jul 29, 2021	BUY	$364.37 - $420.89 $11,659 - $13,468	32 Added 0.52%	6,239 $2.5 Million
Q1 2021 Apr 29, 2021	BUY	$324.34 - $379.06 $5,838 - $6,823	18 Added 0.29%	6,207 $2.31 Million
Q4 2020 Feb 16, 2021	BUY	$303.68 - $356.82 $34,923 - $41,034	115 Added 1.89%	6,189 $2.17 Million
Q3 2020 Oct 29, 2020	SELL	$291.16 - $323.7 $57,358 - $63,768	-197 Reduced 3.14%	6,074 $1.89 Million
Q2 2020 Aug 04, 2020	BUY	$229.49 - $311.85 $529,892 - $720,061	2,309 Added 58.28%	6,271 $1.83 Million
Q1 2020 Apr 30, 2020	BUY	$194.86 - $305.31 $1,948 - $3,053	10 Added 0.25%	3,962 $988,000
Q4 2019 Feb 14, 2020	BUY	$215.36 - $295.97 $851,102 - $1.17 Million	3,952 New	3,952 $1.16 Million

Others Institutions Holding UNH

# of Institutions

3,836

Shares Held

777M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $567B
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...

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Investment Research & Advisory Group, Inc. Unitedhealth Group Inc Transaction History