Ivc Wealth Advisors LLC Unitedhealth Group Inc Transaction History

Ivc Wealth Advisors LLC

$178 Million
Q2 2024

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 1,905 shares of UNH stock, worth $1.11 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

1,905

Previous 1,868 1.98%

Holding current value

$1.11 Million

Previous $924,000 4.98%

% of portfolio

0.54%

Previous 0.53%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

3,741

Shares Held

782M

Call Options Held

5.86M

Put Options Held

5.64M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $547B
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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Ivc Wealth Advisors LLC Unitedhealth Group Inc Transaction History