A detailed history of Mount Yale Investment Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 20,305 shares of UNH stock, worth $12 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
20,305
Previous 16,074 26.32%
Holding current value
$12 Million
Previous $7.95 Million 30.05%
% of portfolio
0.83%
Previous 0.62%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$439.2 - $524.63 $1.86 Million - $2.22 Million
4,231 Added 26.32%
20,305 $10.3 Million
Q1 2024

May 15, 2024

BUY
$472.6 - $545.42 $3.47 Million - $4.01 Million
7,352 Added 84.29%
16,074 $7.95 Million
Q4 2023

Feb 12, 2024

SELL
$509.47 - $552.97 $99,856 - $108,382
-196 Reduced 2.2%
8,722 $4.59 Million
Q3 2023

Oct 11, 2023

BUY
$447.75 - $510.93 $33,133 - $37,808
74 Added 0.84%
8,918 $4.5 Million
Q2 2023

Aug 14, 2023

BUY
$458.49 - $526.23 $2,292 - $2,631
5 Added 0.06%
8,844 $4.25 Million
Q1 2023

May 11, 2023

BUY
$460.33 - $518.33 $127,051 - $143,059
276 Added 3.22%
8,839 $4.18 Million
Q4 2022

Feb 13, 2023

SELL
$498.86 - $555.15 $294,327 - $327,538
-590 Reduced 6.45%
8,563 $4.54 Million
Q3 2022

Nov 07, 2022

SELL
$501.24 - $549.95 $499,235 - $547,750
-996 Reduced 9.81%
9,153 $4.62 Million
Q2 2022

Aug 02, 2022

BUY
$452.06 - $546.01 $66,904 - $80,809
148 Added 1.48%
10,149 $5.21 Million
Q1 2022

May 03, 2022

BUY
$455.89 - $520.82 $210,621 - $240,618
462 Added 4.84%
10,001 $5.1 Million
Q4 2021

Feb 02, 2022

SELL
$387.01 - $505.58 $80,885 - $105,666
-209 Reduced 2.14%
9,539 $4.79 Million
Q3 2021

Nov 02, 2021

BUY
$390.74 - $429.71 $864,316 - $950,518
2,212 Added 29.35%
9,748 $3.81 Million
Q2 2021

Aug 04, 2021

SELL
$364.37 - $420.89 $6.06 Million - $7 Million
-16,624 Reduced 68.81%
7,536 $3.02 Million
Q1 2021

May 04, 2021

SELL
$324.34 - $379.06 $357,422 - $417,724
-1,102 Reduced 4.36%
24,160 $8.99 Million
Q4 2020

Feb 12, 2021

BUY
$303.68 - $356.82 $597,945 - $702,578
1,969 Added 8.45%
25,262 $8.86 Million
Q3 2020

Nov 16, 2020

SELL
$291.16 - $323.7 $327,846 - $364,486
-1,126 Reduced 4.61%
23,293 $7.26 Million
Q2 2020

Jul 09, 2020

SELL
$229.49 - $311.85 $1.59 Million - $2.17 Million
-6,946 Reduced 22.15%
24,419 $7.2 Million
Q1 2020

May 04, 2020

SELL
$194.86 - $305.31 $142,832 - $223,792
-733 Reduced 2.28%
31,365 $7.82 Million
Q4 2019

Feb 13, 2020

SELL
$215.36 - $295.97 $521,386 - $716,543
-2,421 Reduced 7.01%
32,098 $8.75 Million
Q3 2019

Nov 14, 2019

BUY
$215.26 - $266.65 $6.41 Million - $7.94 Million
29,793 Added 630.41%
34,519 $8.81 Million
Q2 2019

Aug 13, 2019

SELL
$216.84 - $252.28 $227,682 - $264,894
-1,050 Reduced 18.18%
4,726 $1.17 Million
Q1 2019

May 15, 2019

BUY
$236.02 - $271.13 $371,731 - $427,029
1,575 Added 37.49%
5,776 $1.43 Million
Q4 2018

Feb 14, 2019

SELL
$232.94 - $286.33 $150,013 - $184,396
-644 Reduced 13.29%
4,201 $1.08 Million
Q3 2018

Nov 13, 2018

BUY
$246.98 - $269.65 $19,758 - $21,572
80 Added 1.68%
4,845 $1.33 Million
Q2 2018

Aug 22, 2018

BUY
$217.2 - $255.98 $51,476 - $60,667
237 Added 5.23%
4,765 $1.17 Million
Q1 2018

Jun 25, 2018

BUY
$212.55 - $248.47 $962,426 - $1.13 Million
4,528 New
4,528 $969,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $551B
  • 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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