A detailed history of Legacy Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Legacy Advisors, LLC holds 12,465 shares of UNH stock, worth $6.23 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
12,465
Previous 11,556 7.87%
Holding current value
$6.23 Million
Previous $5.89 Million 23.84%
% of portfolio
0.79%
Previous 0.72%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$488.01 - $604.18 $443,601 - $549,199
909 Added 7.87%
12,465 $7.29 Million
Q2 2024

Jul 30, 2024

SELL
$439.2 - $524.63 $231,458 - $276,480
-527 Reduced 4.36%
11,556 $5.89 Million
Q1 2024

Apr 30, 2024

SELL
$472.6 - $545.42 $1.26 Million - $1.45 Million
-2,659 Reduced 18.04%
12,083 $5.98 Million
Q4 2023

Feb 12, 2024

SELL
$509.47 - $552.97 $471,259 - $511,497
-925 Reduced 5.9%
14,742 $7.76 Million
Q3 2023

Nov 14, 2023

BUY
$447.75 - $510.93 $475,510 - $542,607
1,062 Added 7.27%
15,667 $7.9 Million
Q2 2023

Jul 20, 2023

SELL
$458.49 - $526.23 $77,484 - $88,932
-169 Reduced 1.14%
14,605 $7.02 Million
Q1 2023

May 01, 2023

BUY
$460.33 - $518.33 $999,836 - $1.13 Million
2,172 Added 17.24%
14,774 $6.98 Million
Q4 2022

Feb 01, 2023

BUY
$498.86 - $555.15 $1.08 Million - $1.2 Million
2,164 Added 20.73%
12,602 $6.68 Million
Q3 2022

Nov 09, 2022

BUY
$501.24 - $549.95 $415,527 - $455,908
829 Added 8.63%
10,438 $5.27 Million
Q2 2022

Jul 25, 2022

BUY
$452.06 - $546.01 $167,714 - $202,569
371 Added 4.02%
9,609 $4.94 Million
Q1 2022

May 11, 2022

BUY
$455.89 - $520.82 $3.93 Million - $4.48 Million
8,611 Added 1373.37%
9,238 $4.71 Million
Q4 2021

Feb 14, 2022

BUY
$387.01 - $505.58 $18,963 - $24,773
49 Added 8.48%
627 $315,000
Q3 2021

Oct 13, 2021

BUY
$390.74 - $429.71 $8,987 - $9,883
23 Added 4.14%
578 $226,000
Q2 2021

Jul 13, 2021

SELL
$364.37 - $420.89 $18,582 - $21,465
-51 Reduced 8.42%
555 $222,000
Q4 2020

Jan 15, 2021

BUY
$303.68 - $356.82 $184,030 - $216,232
606 New
606 $213,000
Q1 2020

Apr 15, 2020

SELL
$194.86 - $305.31 $148,093 - $232,035
-760 Closed
0 $0
Q4 2019

Jan 21, 2020

BUY
$215.36 - $295.97 $163,673 - $224,937
760 New
760 $223,000
Q3 2019

Oct 10, 2019

SELL
$215.26 - $266.65 $130,447 - $161,589
-606 Closed
0 $0
Q2 2019

Jul 15, 2019

SELL
$216.84 - $252.28 $88,253 - $102,677
-407 Reduced 40.18%
606 $148,000
Q1 2019

Apr 08, 2019

SELL
$236.02 - $271.13 $97,476 - $111,976
-413 Reduced 28.96%
1,013 $250,000
Q4 2018

Jan 14, 2019

SELL
$232.94 - $286.33 $1.07 Million - $1.31 Million
-4,582 Reduced 76.26%
1,426 $355,000
Q3 2018

Oct 18, 2018

BUY
$246.98 - $269.65 $1.42 Million - $1.55 Million
5,755 Added 2274.7%
6,008 $1.6 Million
Q1 2018

Apr 17, 2018

SELL
$212.55 - $248.47 $116,477 - $136,161
-548 Reduced 68.41%
253 $57,000
Q4 2017

Jan 26, 2018

BUY
$192.52 - $228.17 $130,336 - $154,471
677 Added 545.97%
801 $176,000
Q3 2017

Nov 03, 2017

BUY
$190.82 - $199.75 $23,661 - $24,769
124 New
124 $24,000
Q1 2017

Nov 02, 2017

SELL
N/A
-262 Closed
0 $0
Q4 2016

Nov 03, 2017

BUY
N/A
262
262 $41,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $468B
  • 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
Track This Portfolio

Track Legacy Advisors, LLC Portfolio

Follow Legacy Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Advisors, LLC with notifications on news.