Opal Wealth Advisors, LLC Unitedhealth Group Inc Transaction History

Opal Wealth Advisors, LLC

$315 Million
Q3 2024

A detailed history of Opal Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 4,535 shares of UNH stock, worth $2.71 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

4,535

Previous 3,825 18.56%

Holding current value

$2.71 Million

Previous $1.95 Million 36.16%

% of portfolio

0.84%

Previous 0.63%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$488.01 - $604.18 $346,487 - $428,967	710 Added 18.56%	4,535 $2.65 Million
Q2 2024 Jul 12, 2024	SELL	$439.2 - $524.63 $33,818 - $40,396	-77 Reduced 1.97%	3,825 $1.95 Million
Q1 2024 Apr 11, 2024	SELL	$472.6 - $545.42 $84,595 - $97,630	-179 Reduced 4.39%	3,902 $1.93 Million
Q4 2023 Jan 19, 2024	SELL	$509.47 - $552.97 $1,018 - $1,105	-2 Reduced 0.05%	4,081 $2.15 Million
Q3 2023 Oct 18, 2023	BUY	$447.75 - $510.93 $36,715 - $41,896	82 Added 2.05%	4,083 $2.06 Million
Q2 2023 Jul 27, 2023	BUY	$458.49 - $526.23 $681,774 - $782,504	1,487 Added 59.15%	4,001 $1.92 Million
Q1 2023 Apr 19, 2023	BUY	$460.33 - $518.33 $7,825 - $8,811	17 Added 0.68%	2,514 $1.19 Million
Q4 2022 Feb 03, 2023	BUY	$498.86 - $555.15 $37,414 - $41,636	75 Added 3.1%	2,497 $1.32 Million
Q3 2022 Oct 17, 2022	SELL	$501.24 - $549.95 $3,508 - $3,849	-7 Reduced 0.29%	2,422 $1.22 Million
Q2 2022 Aug 10, 2022	SELL	$452.06 - $546.01 $37,068 - $44,772	-82 Reduced 3.27%	2,429 $1.25 Million
Q1 2022 May 09, 2022	SELL	$455.89 - $520.82 $110,325 - $126,038	-242 Reduced 8.79%	2,511 $1.28 Million
Q4 2021 Jan 31, 2022	BUY	$387.01 - $505.58 $135,840 - $177,458	351 Added 14.61%	2,753 $1.38 Million
Q3 2021 Nov 05, 2021	SELL	$390.74 - $429.71 $48,451 - $53,284	-124 Reduced 4.91%	2,402 $939,000
Q2 2021 Aug 02, 2021	SELL	$364.37 - $420.89 $29,878 - $34,512	-82 Reduced 3.14%	2,526 $1.01 Million
Q1 2021 Apr 29, 2021	SELL	$324.34 - $379.06 $5,838 - $6,823	-18 Reduced 0.69%	2,608 $970,000
Q4 2020 Feb 11, 2021	BUY	$303.68 - $356.82 $797,463 - $937,009	2,626 New	2,626 $921,000

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

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Opal Wealth Advisors, LLC Unitedhealth Group Inc Transaction History