Kozak & Associates, Inc. Unitedhealth Group Inc Transaction History

Kozak & Associates, Inc.

$430 Million
Q4 2024

A detailed history of Kozak & Associates, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Kozak & Associates, Inc. holds 2,008 shares of UNH stock, worth $1.08 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

2,008

Previous 2,079 3.42%

Holding current value

$1.08 Million

Previous $1.22 Million 16.46%

% of portfolio

0.24%

Previous 0.29%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	SELL	$485.52 - $625.25 $34,471 - $44,392	-71 Reduced 3.42%	2,008 $1.02 Million
Q3 2024 Oct 17, 2024	BUY	$488.01 - $604.18 $5,856 - $7,250	12 Added 0.58%	2,079 $1.22 Million
Q2 2024 Jul 05, 2024	SELL	$439.2 - $524.63 $212,133 - $253,396	-483 Reduced 18.94%	2,067 $1.05 Million
Q1 2024 May 17, 2024	BUY	$472.6 - $545.42 $4,726 - $5,454	10 Added 0.39%	2,550 $1.26 Million
Q4 2023 Jan 17, 2024	SELL	$509.47 - $552.97 $459,032 - $498,225	-901 Reduced 26.18%	2,540 $1.34 Million
Q3 2023 Oct 17, 2023	SELL	$447.75 - $510.93 $201,935 - $230,429	-451 Reduced 11.59%	3,441 $1.73 Million
Q2 2023 Jul 05, 2023	BUY	$458.49 - $526.23 $4,584 - $5,262	10 Added 0.26%	3,892 $1.87 Million
Q1 2023 Apr 03, 2023	SELL	$460.33 - $518.33 $242,593 - $273,159	-527 Reduced 11.95%	3,882 $1.83 Million
Q4 2022 Jan 03, 2023	SELL	$498.86 - $555.15 $5,487 - $6,106	-11 Reduced 0.25%	4,409 $2.34 Million
Q3 2022 Oct 12, 2022	BUY	$501.24 - $549.95 $26,565 - $29,147	53 Added 1.21%	4,420 $2.21 Million
Q2 2022 Oct 12, 2022	BUY	$452.06 - $546.01 $231,454 - $279,557	512 Added 13.28%	4,367 $2.24 Million
Q4 2021 Mar 11, 2022	BUY	$387.01 - $505.58 $119,586 - $156,224	309 Added 8.71%	3,855 $1.9 Million
Q3 2021 Nov 16, 2021	BUY	$390.74 - $429.71 $274,690 - $302,086	703 Added 24.73%	3,546 $1.6 Million
Q4 2020 Feb 22, 2021	BUY	$303.68 - $356.82 $863,362 - $1.01 Million	2,843 New	2,843 $923,000

Others Institutions Holding UNH

# of Institutions

3,851

Shares Held

772M

Call Options Held

6.75M

Put Options Held

7.02M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $505B
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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Kozak & Associates, Inc. Unitedhealth Group Inc Transaction History