Polaris Wealth Advisory Group, LLC Unitedhealth Group Inc Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 28,601 shares of UNH stock, worth $14 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

28,601

Previous 29,164 1.93%

Holding current value

$14 Million

Previous $14 Million 2.88%

% of portfolio

1.11%

Previous 1.08%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	SELL	$447.75 - $510.93 $252,083 - $287,653	-563 Reduced 1.93%	28,601 $14.4 Million
Q2 2023 Aug 07, 2023	BUY	$458.49 - $526.23 $1.36 Million - $1.56 Million	2,970 Added 11.34%	29,164 $14 Million
Q1 2023 May 03, 2023	SELL	$460.33 - $518.33 $608,095 - $684,713	-1,321 Reduced 4.8%	26,194 $12.4 Million
Q4 2022 Jan 19, 2023	BUY	$498.86 - $555.15 $4.27 Million - $4.76 Million	8,567 Added 45.21%	27,515 $0
Q3 2022 Oct 12, 2022	SELL	$501.24 - $549.95 $63,657 - $69,843	-127 Reduced 0.67%	18,948 $9.45 Million

Q2 2022 Jul 12, 2022	BUY	$452.06 - $546.01 $7.71 Million - $9.32 Million	17,065 Added 849.0%	19,075 $9.8 Million
Q1 2022 Apr 19, 2022	BUY	$455.89 - $520.82 $916,338 - $1.05 Million	2,010 New	2,010 $1.08 Million
Q2 2021 Jul 23, 2021	SELL	$364.37 - $420.89 $772,464 - $892,286	-2,120 Closed	0 $0
Q1 2021 Apr 19, 2021	BUY	$324.34 - $379.06 $129,087 - $150,865	398 Added 23.11%	2,120 $798,000
Q4 2020 Jan 25, 2021	BUY	$303.68 - $356.82 $522,936 - $614,444	1,722 New	1,722 $626,000
Q4 2019 Jan 29, 2020	SELL	$215.36 - $295.97 $2.7 Million - $3.72 Million	-12,560 Closed	0 $0
Q3 2019 Oct 09, 2019	BUY	$215.26 - $266.65 $559,460 - $693,023	2,599 Added 26.09%	12,560 $2.72 Million
Q2 2019 Jul 25, 2019	SELL	$216.84 - $252.28 $13.4 Million - $15.6 Million	-61,724 Reduced 86.1%	9,961 $2.42 Million
Q1 2019 Apr 09, 2019	BUY	$236.02 - $271.13 $16.9 Million - $19.4 Million	71,685 New	71,685 $17.6 Million
Q4 2018 Jan 17, 2019	SELL	$232.94 - $286.33 $105,055 - $129,134	-451 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	$246.98 - $269.65 $111,387 - $121,612	451 New	451 $120,000
Q2 2018 Jul 09, 2018	SELL	$217.2 - $255.98 $21,720 - $25,598	-100 Closed	0 $0
Q1 2018 Apr 09, 2018	BUY	$212.55 - $248.47 $21,255 - $24,847	100 New	100 $21,000

Others Institutions Holding UNH

# of Institutions

3,672

Shares Held

759M

Call Options Held

6.06M

Put Options Held

6.74M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $456B
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...

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Polaris Wealth Advisory Group, LLC Unitedhealth Group Inc Transaction History