A detailed history of Octavia Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 813 shares of UNH stock, worth $405,069. This represents 0.06% of its overall portfolio holdings.

Number of Shares
813
Previous 869 6.44%
Holding current value
$405,069
Previous $457,000 12.04%
% of portfolio
0.06%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$472.6 - $545.42 $26,465 - $30,543
-56 Reduced 6.44%
813 $402,000
Q4 2023

Jan 30, 2024

BUY
$509.47 - $552.97 $16,303 - $17,695
32 Added 3.82%
869 $457,000
Q3 2023

Oct 30, 2023

BUY
$447.75 - $510.93 $30,894 - $35,254
69 Added 8.98%
837 $422,000
Q2 2023

Jul 18, 2023

BUY
$458.49 - $526.23 $5,501 - $6,314
12 Added 1.59%
768 $369,000
Q1 2023

Apr 20, 2023

BUY
$460.33 - $518.33 $29,921 - $33,691
65 Added 9.41%
756 $357,000
Q4 2022

Jan 19, 2023

SELL
$498.86 - $555.15 $15,963 - $17,764
-32 Reduced 4.43%
691 $0
Q3 2022

Oct 17, 2022

SELL
$501.24 - $549.95 $8,521 - $9,349
-17 Reduced 2.3%
723 $365,000
Q2 2022

Jul 18, 2022

BUY
$452.06 - $546.01 $27,123 - $32,760
60 Added 8.82%
740 $380,000
Q1 2022

Apr 20, 2022

SELL
$455.89 - $520.82 $22,338 - $25,520
-49 Reduced 6.72%
680 $347,000
Q4 2021

Jan 28, 2022

BUY
$387.01 - $505.58 $16,641 - $21,739
43 Added 6.27%
729 $366,000
Q3 2021

Nov 12, 2021

BUY
$390.74 - $429.71 $268,047 - $294,781
686 New
686 $266,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $466B
  • 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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