Lvw Advisors, LLC Unitedhealth Group Inc Transaction History

Lvw Advisors, LLC

$771 Million
Q3 2024

A detailed history of Lvw Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Lvw Advisors, LLC holds 2,960 shares of UNH stock, worth $1.77 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

2,960

Previous 2,462 20.23%

Holding current value

$1.77 Million

Previous $1.25 Million 38.07%

% of portfolio

0.22%

Previous 0.19%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$488.01 - $604.18 $243,028 - $300,881	498 Added 20.23%	2,960 $1.73 Million
Q2 2024 Jul 15, 2024	BUY	$439.2 - $524.63 $161,186 - $192,539	367 Added 17.52%	2,462 $1.25 Million
Q1 2024 Apr 17, 2024	BUY	$472.6 - $545.42 $35,445 - $40,906	75 Added 3.71%	2,095 $1.04 Million
Q4 2023 Jan 12, 2024	BUY	$509.47 - $552.97 $127,876 - $138,795	251 Added 14.19%	2,020 $1.06 Million
Q3 2023 Oct 10, 2023	BUY	$447.75 - $510.93 $124,474 - $142,038	278 Added 18.65%	1,769 $891,000
Q2 2023 Jul 14, 2023	SELL	$458.49 - $526.23 $402,095 - $461,503	-877 Reduced 37.04%	1,491 $716,000
Q1 2023 May 02, 2023	SELL	$460.33 - $518.33 $29,000 - $32,654	-63 Reduced 2.59%	2,368 $1.12 Million
Q4 2022 Jan 18, 2023	BUY	$498.86 - $555.15 $8,979 - $9,992	18 Added 0.75%	2,431 $0
Q3 2022 Oct 13, 2022	SELL	$501.24 - $549.95 $18,545 - $20,348	-37 Reduced 1.51%	2,413 $1.22 Million
Q2 2022 Jul 22, 2022	BUY	$452.06 - $546.01 $49,274 - $59,515	109 Added 4.66%	2,450 $1.26 Million
Q1 2022 May 02, 2022	BUY	$455.89 - $520.82 $25,985 - $29,686	57 Added 2.5%	2,341 $1.19 Million
Q4 2021 Jan 26, 2022	BUY	$387.01 - $505.58 $130,809 - $170,886	338 Added 17.37%	2,284 $1.15 Million
Q3 2021 Nov 02, 2021	BUY	$390.74 - $429.71 $149,653 - $164,578	383 Added 24.5%	1,946 $760,000
Q2 2021 Jul 15, 2021	BUY	$364.37 - $420.89 $66,315 - $76,601	182 Added 13.18%	1,563 $626,000
Q1 2021 Apr 19, 2021	SELL	$324.34 - $379.06 $76,868 - $89,837	-237 Reduced 14.65%	1,381 $514,000
Q4 2020 Feb 04, 2021	SELL	$303.68 - $356.82 $17,006 - $19,981	-56 Reduced 3.35%	1,618 $567,000
Q3 2020 Oct 29, 2020	BUY	$291.16 - $323.7 $84,727 - $94,196	291 Added 21.04%	1,674 $522,000
Q2 2020 Aug 11, 2020	SELL	$229.49 - $311.85 $8,950 - $12,162	-39 Reduced 2.74%	1,383 $408,000
Q1 2020 Apr 23, 2020	BUY	$194.86 - $305.31 $7,989 - $12,517	41 Added 2.97%	1,422 $355,000
Q4 2019 Feb 10, 2020	SELL	$215.36 - $295.97 $8,183 - $11,246	-38 Reduced 2.68%	1,381 $406,000
Q3 2019 Oct 22, 2019	SELL	$215.26 - $266.65 $32,504 - $40,264	-151 Reduced 9.62%	1,419 $308,000
Q2 2019 Aug 14, 2019	BUY	$216.84 - $252.28 $19,949 - $23,209	92 Added 6.22%	1,570 $383,000
Q1 2019 May 03, 2019	SELL	$236.02 - $271.13 $43,191 - $49,616	-183 Reduced 11.02%	1,478 $365,000
Q4 2018 Feb 05, 2019	BUY	$232.94 - $286.33 $119,032 - $146,314	511 Added 44.43%	1,661 $414,000
Q3 2018 Nov 02, 2018	SELL	$246.98 - $269.65 $1,234 - $1,348	-5 Reduced 0.43%	1,150 $306,000
Q2 2018 Jul 31, 2018	SELL	$217.2 - $255.98 $2,606 - $3,071	-12 Reduced 1.03%	1,155 $283,000
Q1 2018 Apr 20, 2018	BUY	$212.55 - $248.47 $22,955 - $26,834	108 Added 10.2%	1,167 $250,000
Q3 2017 Nov 09, 2017	SELL	$190.82 - $199.75 $41,407 - $43,345	-217 Reduced 17.01%	1,059 $207,000
Q2 2017 Aug 10, 2017	BUY	N/A	1,276	1,276 $237,000

Others Institutions Holding UNH

# of Institutions

3,814

Shares Held

788M

Call Options Held

5.85M

Put Options Held

5.63M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $558B
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

Portfolio Update

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

News

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

Account