Morris Retirement Advisors, LLC Unitedhealth Group Inc Transaction History

Morris Retirement Advisors, LLC

$167 Million
Q1 2024

A detailed history of Morris Retirement Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 4,956 shares of UNH stock, worth $2.43 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

4,956

Previous 4,119 20.32%

Holding current value

$2.43 Million

Previous $2.17 Million 13.05%

% of portfolio

1.46%

Previous 1.43%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$472.6 - $545.42 $395,566 - $456,516	837 Added 20.32%	4,956 $2.45 Million
Q4 2023 Feb 12, 2024	BUY	$509.47 - $552.97 $601,174 - $652,504	1,180 Added 40.15%	4,119 $2.17 Million
Q3 2023 Nov 08, 2023	SELL	$447.75 - $510.93 $260,142 - $296,850	-581 Reduced 16.51%	2,939 $1.48 Million
Q2 2023 Jul 17, 2023	SELL	$458.49 - $526.23 $142,590 - $163,657	-311 Reduced 8.12%	3,520 $1.69 Million
Q1 2023 Apr 13, 2023	SELL	$460.33 - $518.33 $29,000 - $32,654	-63 Reduced 1.62%	3,831 $1.81 Million

Q4 2022 Feb 02, 2023	BUY	$498.86 - $555.15 $258,908 - $288,122	519 Added 15.38%	3,894 $2.06 Million
Q3 2022 Oct 14, 2022	BUY	$501.24 - $549.95 $86,714 - $95,141	173 Added 5.4%	3,375 $1.68 Million
Q2 2022 Aug 08, 2022	SELL	$452.06 - $546.01 $452 - $546	-1 Reduced 0.03%	3,202 $1.65 Million
Q1 2022 May 10, 2022	SELL	$455.89 - $520.82 $6,838 - $7,812	-15 Reduced 0.47%	3,203 $1.63 Million
Q4 2021 Feb 02, 2022	BUY	$387.01 - $505.58 $3,483 - $4,550	9 Added 0.28%	3,218 $1.62 Million
Q2 2021 Jul 29, 2021	SELL	$364.37 - $420.89 $14,210 - $16,414	-39 Reduced 1.2%	3,209 $1.29 Million
Q1 2021 May 04, 2021	SELL	$324.34 - $379.06 $46,380 - $54,205	-143 Reduced 4.22%	3,248 $1.21 Million
Q4 2020 Feb 01, 2021	BUY	$303.68 - $356.82 $1.03 Million - $1.21 Million	3,391 New	3,391 $1.19 Million

Others Institutions Holding UNH

# of Institutions

3,673

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 $458B
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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Morris Retirement Advisors, LLC Unitedhealth Group Inc Transaction History