A detailed history of Ivc Wealth Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 1,887 shares of UNH stock, worth $943,745. This represents 0.61% of its overall portfolio holdings.

Number of Shares
1,887
Previous 1,905 0.94%
Holding current value
$943,745
Previous $970,000 13.71%
% of portfolio
0.61%
Previous 0.54%

Shares

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

Oct 24, 2024

SELL
$488.01 - $604.18 $8,784 - $10,875
-18 Reduced 0.94%
1,887 $1.1 Million
Q2 2024

Jul 16, 2024

BUY
$439.2 - $524.63 $16,250 - $19,411
37 Added 1.98%
1,905 $970,000
Q1 2024

Apr 19, 2024

SELL
$472.6 - $545.42 $43,479 - $50,178
-92 Reduced 4.69%
1,868 $924,000
Q4 2023

Jan 10, 2024

BUY
$509.47 - $552.97 $10,698 - $11,612
21 Added 1.08%
1,960 $1.03 Million
Q3 2023

Oct 05, 2023

SELL
$447.75 - $510.93 $2,238 - $2,554
-5 Reduced 0.26%
1,939 $977,000
Q2 2023

Jul 13, 2023

BUY
$458.49 - $526.23 $18,339 - $21,049
40 Added 2.1%
1,944 $934,000
Q1 2023

Apr 13, 2023

SELL
$460.33 - $518.33 $1.32 Million - $1.49 Million
-2,870 Reduced 60.12%
1,904 $899,000
Q4 2022

Jan 17, 2023

BUY
$498.86 - $555.15 $1.4 Million - $1.55 Million
2,800 Added 141.84%
4,774 $0
Q3 2022

Oct 12, 2022

BUY
$501.24 - $549.95 $4,009 - $4,399
8 Added 0.41%
1,974 $997,000
Q2 2022

Jul 11, 2022

SELL
$452.06 - $546.01 $118,439 - $143,054
-262 Reduced 11.76%
1,966 $1.01 Million
Q1 2022

Apr 27, 2022

BUY
$455.89 - $520.82 $51,059 - $58,331
112 Added 5.29%
2,228 $1.14 Million
Q4 2021

Jan 13, 2022

SELL
$387.01 - $505.58 $59,599 - $77,859
-154 Reduced 6.78%
2,116 $1.06 Million
Q3 2021

Oct 08, 2021

SELL
$390.74 - $429.71 $781 - $859
-2 Reduced 0.09%
2,270 $887,000
Q2 2021

Jul 13, 2021

SELL
$364.37 - $420.89 $5,101 - $5,892
-14 Reduced 0.61%
2,272 $910,000
Q1 2021

Apr 20, 2021

BUY
$324.34 - $379.06 $17,190 - $20,090
53 Added 2.37%
2,286 $850,000
Q4 2020

Feb 01, 2021

BUY
$303.68 - $356.82 $678,117 - $796,779
2,233 New
2,233 $783,000

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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