Perennial Investment Advisors, LLC Unitedhealth Group Inc Transaction History

Perennial Investment Advisors, LLC

  • $698 Million
  • Q2 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 2,747 shares of UNH stock, worth $1.64 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,747
Previous 2,737 0.37%
Holding current value
$1.64 Million
Previous $1.35 Million 3.33%
% of portfolio
0.2%
Previous 0.21%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$439.2 - $524.63 $4,392 - $5,246
10 Added 0.37%
2,747 $1.4 Million
Q1 2024

May 14, 2024
BUY
$472.6 - $545.42 $29,773 - $34,361
63 Added 2.36%
2,737 $1.35 Million
Q4 2023

Feb 14, 2024
SELL
$509.47 - $552.97 $1,528 - $1,658
-3 Reduced 0.11%
2,674 $1.41 Million
Q3 2023

Nov 14, 2023
SELL
$447.75 - $510.93 $5,820 - $6,642
-13 Reduced 0.48%
2,677 $1.35 Million
Q2 2023

Aug 14, 2023
BUY
$458.49 - $526.23 $6,877 - $7,893
15 Added 0.56%
2,690 $1.29 Million
Q1 2023

May 11, 2023
BUY
$460.33 - $518.33 $170,322 - $191,782
370 Added 16.05%
2,675 $1.26 Million
Q4 2022

Feb 09, 2023
SELL
$498.86 - $555.15 $44,398 - $49,408
-89 Reduced 3.72%
2,305 $1.22 Million
Q3 2022

Nov 09, 2022
BUY
$501.24 - $549.95 $158,893 - $174,334
317 Added 15.26%
2,394 $1.21 Million
Q2 2022

Aug 10, 2022
SELL
$452.06 - $546.01 $20,342 - $24,570
-45 Reduced 2.12%
2,077 $1.07 Million
Q1 2022

May 09, 2022
BUY
$455.89 - $520.82 $2,279 - $2,604
5 Added 0.24%
2,122 $1.08 Million
Q4 2021

Feb 14, 2022
BUY
$387.01 - $505.58 $27,864 - $36,401
72 Added 3.52%
2,117 $1.07 Million
Q3 2021

Nov 12, 2021
BUY
$390.74 - $429.71 $156,686 - $172,313
401 Added 24.39%
2,045 $801,000
Q2 2021

Jul 29, 2021
BUY
$364.37 - $420.89 $150,849 - $174,248
414 Added 33.66%
1,644 $658,000
Q1 2021

Apr 29, 2021
SELL
$324.34 - $379.06 $9,081 - $10,613
-28 Reduced 2.23%
1,230 $458,000
Q4 2020

Jan 22, 2021
BUY
$303.68 - $356.82 $303 - $356
1 Added 0.08%
1,258 $441,000
Q3 2020

Oct 26, 2020
SELL
$291.16 - $323.7 $4,658 - $5,179
-16 Reduced 1.26%
1,257 $394,000
Q2 2020

Jul 16, 2020
BUY
$229.49 - $311.85 $15,146 - $20,582
66 Added 5.47%
1,273 $375,000
Q1 2020

Apr 29, 2020
BUY
$194.86 - $305.31 $3,897 - $6,106
20 Added 1.68%
1,207 $300,000
Q4 2019

Feb 07, 2020
BUY
$215.36 - $295.97 $255,632 - $351,316
1,187 New
1,187 $349,000

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

UNH Quotes by TradingView
  • 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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