Kestra Advisory Services, LLC Unitedhealth Group Inc Transaction History

Kestra Advisory Services, LLC

$14.4 Billion
Q1 2024

A detailed history of Kestra Advisory Services, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 101,266 shares of UNH stock, worth $51.6 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

101,266

Previous 95,236 6.33%

Holding current value

$51.6 Million

Previous $50.1 Million 0.08%

% of portfolio

0.35%

Previous 0.42%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$472.6 - $545.42 $2.85 Million - $3.29 Million	6,030 Added 6.33%	101,266 $50.1 Million
Q4 2023 Feb 14, 2024	SELL	$509.47 - $552.97 $730,579 - $792,958	-1,434 Reduced 1.48%	95,236 $50.1 Million
Q3 2023 Nov 09, 2023	BUY	$447.75 - $510.93 $2.88 Million - $3.28 Million	6,423 Added 7.12%	96,670 $48.7 Million
Q2 2023 Aug 11, 2023	SELL	$458.49 - $526.23 $271,426 - $311,528	-592 Reduced 0.65%	90,247 $43.4 Million
Q1 2023 May 12, 2023	SELL	$460.33 - $518.33 $19.1 Million - $21.5 Million	-41,485 Reduced 31.35%	90,839 $42.9 Million

Q4 2022 Jan 31, 2023	BUY	$498.86 - $555.15 $1.98 Million - $2.2 Million	3,964 Added 3.09%	132,324 $70.2 Million
Q3 2022 Nov 01, 2022	BUY	$501.24 - $549.95 $5.1 Million - $5.59 Million	10,165 Added 8.6%	128,360 $64.8 Billion
Q2 2022 Aug 12, 2022	BUY	$452.06 - $546.01 $7.7 Million - $9.3 Million	17,036 Added 16.84%	118,195 $60.7 Million
Q1 2022 Apr 26, 2022	BUY	$455.89 - $520.82 $1.04 Million - $1.18 Million	2,272 Added 2.3%	101,159 $51.6 Million
Q4 2021 Jan 20, 2022	SELL	$387.01 - $505.58 $51,859 - $67,747	-134 Reduced 0.14%	98,887 $49.7 Million
Q3 2021 Oct 19, 2021	BUY	$390.74 - $429.71 $1.24 Million - $1.36 Million	3,167 Added 3.3%	99,021 $38.7 Million
Q2 2021 Jul 28, 2021	BUY	$364.37 - $420.89 $345,058 - $398,582	947 Added 1.0%	95,854 $38.4 Million
Q1 2021 May 10, 2021	BUY	$324.34 - $379.06 $6.19 Million - $7.24 Million	19,090 Added 25.18%	94,907 $35.3 Million
Q4 2020 Jan 20, 2021	BUY	$303.68 - $356.82 $6.8 Million - $7.99 Million	22,399 Added 41.93%	75,817 $26.2 Billion
Q3 2020 Nov 12, 2020	BUY	$291.16 - $323.7 $15.6 Million - $17.3 Million	53,418 New	53,418 $16.7 Billion

Others Institutions Holding UNH

# of Institutions

3,669

Shares Held

759M

Call Options Held

6.06M

Put Options Held

6.74M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $476B
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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Kestra Advisory Services, LLC Unitedhealth Group Inc Transaction History