Optimum Investment Advisors Unitedhealth Group Inc Transaction History

Optimum Investment Advisors

  • $227 Million
  • Q3 2024

A detailed history of Optimum Investment Advisors transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Optimum Investment Advisors holds 8,109 shares of UNH stock, worth $4.12 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares
8,109
Previous 8,444 3.97%
Holding current value
$4.12 Million
Previous $4.3 Million 10.26%
% of portfolio
2.09%
Previous 1.95%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$488.01 - $604.18 $163,483 - $202,400
-335 Reduced 3.97%
8,109 $4.74 Million
Q2 2024

Jul 12, 2024
SELL
$439.2 - $524.63 $101,455 - $121,189
-231 Reduced 2.66%
8,444 $4.3 Million
Q1 2024

Apr 11, 2024
BUY
$472.6 - $545.42 $7,089 - $8,181
15 Added 0.17%
8,675 $4.29 Million
Q4 2023

Jan 08, 2024
SELL
$509.47 - $552.97 $183,409 - $199,069
-360 Reduced 3.99%
8,660 $4.56 Million
Q3 2023

Oct 13, 2023
BUY
$447.75 - $510.93 $67,162 - $76,639
150 Added 1.69%
9,020 $4.55 Million
Q2 2023

Aug 03, 2023
BUY
$458.49 - $526.23 $4,584 - $5,262
10 Added 0.11%
8,870 $4.26 Million
Q1 2023

May 03, 2023
SELL
$460.33 - $518.33 $171,242 - $192,818
-372 Reduced 4.03%
8,860 $4.19 Million
Q4 2022

Jan 05, 2023
SELL
$498.86 - $555.15 $1.16 Million - $1.3 Million
-2,335 Reduced 20.19%
9,232 $0
Q3 2022

Oct 24, 2022
SELL
$501.24 - $549.95 $336,332 - $369,016
-671 Reduced 5.48%
11,567 $5.84 Million
Q2 2022

Jul 12, 2022
SELL
$452.06 - $546.01 $25,315 - $30,576
-56 Reduced 0.46%
12,238 $6.29 Million
Q1 2022

Apr 08, 2022
SELL
$455.89 - $520.82 $1,823 - $2,083
-4 Reduced 0.03%
12,294 $6.27 Million
Q4 2021

Mar 17, 2022
BUY
$387.01 - $505.58 $81,272 - $106,171
210 Added 1.74%
12,298 $6.18 Million
Q3 2021

Oct 22, 2021
SELL
$390.74 - $429.71 $1.07 Million - $1.17 Million
-2,728 Reduced 18.41%
12,088 $4.72 Million
Q2 2021

Aug 02, 2021
SELL
$364.37 - $420.89 $776,836 - $897,337
-2,132 Reduced 12.58%
14,816 $5.93 Million
Q1 2021

Apr 15, 2021
SELL
$324.34 - $379.06 $67,138 - $78,465
-207 Reduced 1.21%
16,948 $6.31 Million
Q4 2020

Jan 21, 2021
SELL
$303.68 - $356.82 $35,834 - $42,104
-118 Reduced 0.68%
17,155 $6.02 Million
Q3 2020

Oct 06, 2020
SELL
$291.16 - $323.7 $315,326 - $350,567
-1,083 Reduced 5.9%
17,273 $5.39 Million
Q2 2020

Jul 16, 2020
SELL
$229.49 - $311.85 $47,963 - $65,176
-209 Reduced 1.13%
18,356 $5.41 Million
Q1 2020

Apr 21, 2020
SELL
$194.86 - $305.31 $208,695 - $326,987
-1,071 Reduced 5.45%
18,565 $4.63 Million
Q4 2019

Jan 22, 2020
SELL
$215.36 - $295.97 $52,117 - $71,624
-242 Reduced 1.22%
19,636 $5.77 Million
Q3 2019

Oct 17, 2019
SELL
$215.26 - $266.65 $143,793 - $178,122
-668 Reduced 3.25%
19,878 $4.32 Million
Q2 2019

Jul 29, 2019
SELL
$216.84 - $252.28 $65,052 - $75,684
-300 Reduced 1.44%
20,546 $5.01 Million
Q1 2019

May 03, 2019
SELL
$236.02 - $271.13 $250,417 - $287,668
-1,061 Reduced 4.84%
20,846 $5.15 Million
Q4 2018

Feb 04, 2019
SELL
$232.94 - $286.33 $2.46 Million - $3.02 Million
-10,563 Reduced 32.53%
21,907 $5.46 Million
Q3 2018

Oct 05, 2018
SELL
$246.98 - $269.65 $424,805 - $463,797
-1,720 Reduced 5.03%
32,470 $8.64 Million
Q2 2018

Oct 05, 2018
SELL
$217.2 - $255.98 $14,118 - $16,638
-65 Reduced 0.19%
34,190 $8.39 Million
Q1 2018

May 09, 2018
SELL
$212.55 - $248.47 $127,530 - $149,082
-600 Reduced 1.72%
34,255 $7.33 Million
Q4 2017

Jan 16, 2018
BUY
$192.52 - $228.17 $14,053 - $16,656
73 Added 0.21%
34,855 $7.68 Million
Q3 2017

Nov 21, 2017
SELL
$190.82 - $199.75 $10,495 - $10,986
-55 Reduced 0.16%
34,782 $6.81 Million
Q2 2017

Aug 14, 2017
BUY
N/A
34,837
34,837 $6.46 Million

Others Institutions Holding UNH

# of Institutions
3,839
Shares Held
775M
Call Options Held
6.76M
Put Options Held
7.03M
View Full List

About UNITEDHEALTH GROUP INC

UNH Quotes by TradingView
  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $475B
  • 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
Track This Portfolio

Track Optimum Investment Advisors Portfolio

Follow Optimum Investment Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optimum Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Optimum Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email