Optimum Investment Advisors Unitedhealth Group Inc Transaction History

Optimum Investment Advisors

  • $220 Million
  • Q2 2024

A detailed history of Optimum Investment Advisors transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Optimum Investment Advisors holds 8,444 shares of UNH stock, worth $5.01 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares
8,444
Previous 8,675 2.66%
Holding current value
$5.01 Million
Previous $4.29 Million 0.21%
% of portfolio
1.95%
Previous 1.99%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,744
Shares Held
783M
Call Options Held
5.86M
Put Options Held
5.64M
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 $554B
  • 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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