A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 117 shares of UNH stock, worth $65,259. This represents 0.01% of its overall portfolio holdings.

Number of Shares
117
Previous 185 36.76%
Holding current value
$65,259
Previous $94,000 27.66%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 15, 2024

SELL
$488.01 - $604.18 $33,184 - $41,084
-68 Reduced 36.76%
117 $68,000
Q2 2024

Aug 06, 2024

BUY
$439.2 - $524.63 $35,575 - $42,495
81 Added 77.88%
185 $94,000
Q1 2024

May 15, 2024

BUY
$472.6 - $545.42 $1,890 - $2,181
4 Added 4.0%
104 $51,000
Q4 2023

Feb 06, 2024

BUY
$509.47 - $552.97 $50,947 - $55,297
100 New
100 $52,000
Q4 2022

Feb 14, 2023

BUY
$498.86 - $555.15 $225,983 - $251,482
453 New
453 $240,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $522B
  • 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 Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc 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 Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.