Kcs Wealth Advisory Unitedhealth Group Inc Transaction History

Kcs Wealth Advisory

$224 Million
Q3 2023

A detailed history of Kcs Wealth Advisory transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Kcs Wealth Advisory holds 3,670 shares of UNH stock, worth $2.17 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

3,670

Previous 4,864 24.55%

Holding current value

$2.17 Million

Previous $2.34 Million 20.84%

% of portfolio

0.83%

Previous 0.85%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	SELL	$447.75 - $510.93 $534,613 - $610,050	-1,194 Reduced 24.55%	3,670 $1.85 Million
Q2 2023 Jul 17, 2023	BUY	$458.49 - $526.23 $43,098 - $49,465	94 Added 1.97%	4,864 $2.34 Million
Q1 2023 Apr 17, 2023	SELL	$460.33 - $518.33 $20,254 - $22,806	-44 Reduced 0.91%	4,770 $2.25 Million
Q4 2022 Feb 07, 2023	BUY	$498.86 - $555.15 $28,933 - $32,198	58 Added 1.22%	4,814 $2.55 Million
Q3 2022 Oct 21, 2022	SELL	$501.24 - $549.95 $379,438 - $416,312	-757 Reduced 13.73%	4,756 $2.4 Million
Q2 2022 Jul 22, 2022	BUY	$452.06 - $546.01 $24,863 - $30,030	55 Added 1.01%	5,513 $2.83 Million
Q1 2022 Apr 13, 2022	SELL	$455.89 - $520.82 $241,621 - $276,034	-530 Reduced 8.85%	5,458 $2.78 Million
Q4 2021 Jan 26, 2022	BUY	$387.01 - $505.58 $42,571 - $55,613	110 Added 1.87%	5,988 $3.01 Million
Q3 2021 Oct 20, 2021	BUY	$390.74 - $429.71 $43,762 - $48,127	112 Added 1.94%	5,878 $2.3 Million
Q2 2021 Jul 27, 2021	BUY	$364.37 - $420.89 $37,530 - $43,351	103 Added 1.82%	5,766 $2.31 Million
Q1 2021 Apr 19, 2021	BUY	$324.34 - $379.06 $108,653 - $126,985	335 Added 6.29%	5,663 $2.11 Million
Q4 2020 Jan 28, 2021	SELL	$303.68 - $356.82 $32,190 - $37,822	-106 Reduced 1.95%	5,328 $1.87 Million
Q3 2020 Oct 27, 2020	SELL	$291.16 - $323.7 $20,672 - $22,982	-71 Reduced 1.29%	5,434 $1.69 Million
Q2 2020 Jul 16, 2020	BUY	$229.49 - $311.85 $24,325 - $33,056	106 Added 1.96%	5,505 $1.62 Million
Q1 2020 Apr 28, 2020	BUY	$194.86 - $305.31 $49,104 - $76,938	252 Added 4.9%	5,399 $1.35 Million
Q4 2019 Jan 15, 2020	BUY	$215.36 - $295.97 $10,983 - $15,094	51 Added 1.0%	5,147 $1.51 Million
Q3 2019 Oct 29, 2019	BUY	$215.26 - $266.65 $41,545 - $51,463	193 Added 3.94%	5,096 $1.11 Million
Q2 2019 Jul 29, 2019	BUY	$216.84 - $252.28 $60,498 - $70,386	279 Added 6.03%	4,903 $1.2 Million
Q1 2019 Apr 29, 2019	SELL	$236.02 - $271.13 $15,577 - $17,894	-66 Reduced 1.41%	4,624 $1.14 Million
Q4 2018 Jan 17, 2019	BUY	$232.94 - $286.33 $698 - $858	3 Added 0.06%	4,690 $1.17 Million
Q3 2018 Nov 06, 2018	SELL	$246.98 - $269.65 $2,222 - $2,426	-9 Reduced 0.19%	4,687 $1.25 Million
Q2 2018 Aug 07, 2018	SELL	$217.2 - $255.98 $15,855 - $18,686	-73 Reduced 1.53%	4,696 $1.15 Million
Q1 2018 May 04, 2018	BUY	$212.55 - $248.47 $221,477 - $258,905	1,042 Added 27.96%	4,769 $1.02 Million
Q4 2017 Jan 12, 2018	BUY	$192.52 - $228.17 $717,522 - $850,389	3,727	3,727 $822,000

Others Institutions Holding UNH

# of Institutions

3,744

Shares Held

783M

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 $553B
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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Kcs Wealth Advisory Unitedhealth Group Inc Transaction History