J.W. Cole Advisors, Inc. Unitedhealth Group Inc Transaction History

J.W. Cole Advisors, Inc.

$2.09 Billion
Q2 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 8,893 shares of UNH stock, worth $5.24 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

8,893

Previous 5,221 70.33%

Holding current value

$5.24 Million

Previous $2.58 Million 75.37%

% of portfolio

0.22%

Previous 0.13%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$439.2 - $524.63 $1.61 Million - $1.93 Million	3,672 Added 70.33%	8,893 $4.53 Million
Q1 2024 Apr 30, 2024	BUY	$472.6 - $545.42 $76,088 - $87,812	161 Added 3.18%	5,221 $2.58 Million
Q4 2023 Jan 31, 2024	BUY	$509.47 - $552.97 $179,333 - $194,645	352 Added 7.48%	5,060 $2.66 Million
Q3 2023 Oct 24, 2023	BUY	$447.75 - $510.93 $89,997 - $102,696	201 Added 4.46%	4,708 $2.37 Million
Q2 2023 Jul 27, 2023	SELL	$458.49 - $526.23 $259,046 - $297,319	-565 Reduced 11.14%	4,507 $2.17 Million
Q1 2023 May 03, 2023	BUY	$460.33 - $518.33 $224,180 - $252,426	487 Added 10.62%	5,072 $2.4 Million
Q4 2022 Feb 14, 2023	SELL	$498.86 - $555.15 $17,958 - $19,985	-36 Reduced 0.78%	4,585 $2.43 Million
Q3 2022 Oct 31, 2022	SELL	$501.24 - $549.95 $88,719 - $97,341	-177 Reduced 3.69%	4,621 $2.33 Million
Q2 2022 Jul 27, 2022	SELL	$452.06 - $546.01 $257,222 - $310,679	-569 Reduced 10.6%	4,798 $2.46 Million
Q1 2022 Jun 10, 2022	SELL	$455.89 - $520.82 $1.02 Billion - $1.16 Billion	-2,231,661 Reduced 99.76%	5,367 $2.74 Million
Q1 2022 May 16, 2022	BUY	$455.89 - $520.82 $1.02 Billion - $1.16 Billion	2,231,627 Added 41318.77%	2,237,028 $777,000
Q4 2021 Jan 25, 2022	BUY	$387.01 - $505.58 $279,034 - $364,523	721 Added 15.41%	5,401 $2.71 Million
Q3 2021 Oct 26, 2021	BUY	$390.74 - $429.71 $51,186 - $56,292	131 Added 2.88%	4,680 $1.83 Million
Q2 2021 Aug 06, 2021	SELL	$364.37 - $420.89 $377,122 - $435,621	-1,035 Reduced 18.54%	4,549 $1.82 Million
Q1 2021 Apr 28, 2021	SELL	$324.34 - $379.06 $114,492 - $133,808	-353 Reduced 5.95%	5,584 $2.08 Million
Q4 2020 Feb 12, 2021	SELL	$303.68 - $356.82 $855,162 - $1 Million	-2,816 Reduced 32.17%	5,937 $2.08 Million
Q3 2020 Nov 05, 2020	BUY	$291.16 - $323.7 $2.55 Million - $2.83 Million	8,753 New	8,753 $2.73 Million
Q1 2020 May 07, 2020	SELL	$194.86 - $305.31 $1.43 Million - $2.24 Million	-7,325 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$215.36 - $295.97 $1.58 Million - $2.17 Million	7,325 New	7,325 $2.15 Million

Others Institutions Holding UNH

# of Institutions

3,734

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 $551B
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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J.W. Cole Advisors, Inc. Unitedhealth Group Inc Transaction History