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 $14.3 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
28,601
Previous 29,164 1.93%
Holding current value
$14.3 Million
Previous $14 Million 2.88%
% of portfolio
1.11%
Previous 1.08%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $468B
  • 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 Polaris Wealth Advisory Group, LLC Portfolio

Follow Polaris Wealth Advisory Group, LLC 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 Polaris Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Polaris Wealth Advisory Group, LLC with notifications on news.