One Wealth Advisors, LLC Unitedhealth Group Inc Transaction History

One Wealth Advisors, LLC

$639 Million
Q3 2024

A detailed history of One Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, One Wealth Advisors, LLC holds 3,568 shares of UNH stock, worth $2.13 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

3,568

Previous 3,587 0.53%

Holding current value

$2.13 Million

Previous $1.83 Million 14.24%

% of portfolio

0.33%

Previous 0.39%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$488.01 - $604.18 $9,272 - $11,479	-19 Reduced 0.53%	3,568 $2.09 Million
Q2 2024 Aug 13, 2024	BUY	$439.2 - $524.63 $101,894 - $121,714	232 Added 6.92%	3,587 $1.83 Million
Q1 2024 Apr 15, 2024	BUY	$472.6 - $545.42 $560,031 - $646,322	1,185 Added 54.61%	3,355 $1.66 Million
Q4 2023 Feb 13, 2024	BUY	$509.47 - $552.97 $6,623 - $7,188	13 Added 0.6%	2,170 $1.14 Million
Q3 2023 Nov 01, 2023	SELL	$447.75 - $510.93 $3,134 - $3,576	-7 Reduced 0.32%	2,157 $1.09 Million
Q2 2023 Aug 14, 2023	SELL	$458.49 - $526.23 $13,296 - $15,260	-29 Reduced 1.32%	2,164 $1.04 Million
Q1 2023 May 15, 2023	BUY	$460.33 - $518.33 $179,528 - $202,148	390 Added 21.63%	2,193 $1.04 Million
Q4 2022 Feb 14, 2023	BUY	$498.86 - $555.15 $33,922 - $37,750	68 Added 3.92%	1,803 $956,000
Q3 2022 Nov 14, 2022	SELL	$501.24 - $549.95 $52,128 - $57,194	-104 Reduced 5.66%	1,735 $876,000
Q2 2022 Aug 15, 2022	BUY	$452.06 - $546.01 $12,205 - $14,742	27 Added 1.49%	1,839 $945,000
Q1 2022 May 16, 2022	BUY	$455.89 - $520.82 $257,121 - $293,742	564 Added 45.19%	1,812 $924,000
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $2,322 - $3,033	6 Added 0.48%	1,248 $627,000
Q3 2021 Nov 15, 2021	BUY	$390.74 - $429.71 $485,299 - $533,699	1,242 New	1,242 $485,000
Q2 2019 Aug 14, 2019	SELL	$216.84 - $252.28 $3,252 - $3,784	-15 Closed	0 $0
Q1 2019 May 15, 2019	SELL	$236.02 - $271.13 $54.3 Million - $62.4 Million	-230,201 Reduced 99.99%	15 $4,000
Q4 2018 Feb 15, 2019	BUY	$232.94 - $286.33 $53.6 Million - $65.9 Million	230,200 Added 1438750.0%	230,216 $280,000
Q2 2018 Aug 14, 2018	BUY	$217.2 - $255.98 $3,475 - $4,095	16 New	16 $4,000
Q1 2018 May 15, 2018	SELL	$212.55 - $248.47 $6,163 - $7,205	-29 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$192.52 - $228.17 $5,583 - $6,616	29	29 $6,000

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...

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One Wealth Advisors, LLC Unitedhealth Group Inc Transaction History