A detailed history of Provenance Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 242 shares of UNH stock, worth $77,565. This represents 0.01% of its overall portfolio holdings.

Number of Shares
242
Previous 863 71.96%
Holding current value
$77,565
Previous $452 Million 81.51%
% of portfolio
0.01%
Previous 0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
$237.77 - $353.61 $147,655 - $219,591
-621 Reduced 71.96%
242 $83.6 Million
Q1 2025

Aug 15, 2025

SELL
$461.52 - $548.18 $815,967 - $969,182
-1,768 Reduced 67.2%
863 $452 Million
Q4 2024

Aug 15, 2025

BUY
$485.52 - $625.25 $1.01 Million - $1.3 Million
2,080 Added 377.5%
2,631 $1.33 Billion
Q3 2024

Aug 15, 2025

SELL
$488.01 - $604.18 $6,344 - $7,854
-13 Reduced 2.3%
551 $322 Million
Q2 2024

Aug 15, 2025

SELL
$439.2 - $524.63 $14,493 - $17,312
-33 Reduced 5.53%
564 $287 Million
Q1 2024

Aug 15, 2025

SELL
$472.6 - $545.42 $7,089 - $8,181
-15 Reduced 2.45%
597 $295 Million
Q4 2023

Aug 15, 2025

BUY
$509.47 - $552.97 $57,060 - $61,932
112 Added 22.4%
612 $322 Million
Q3 2023

Aug 15, 2025

BUY
$447.75 - $510.93 $223,875 - $255,465
500 New
500 $252 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $300B
  • 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 Provenance Wealth Advisors, LLC Portfolio

Follow Provenance Wealth Advisors, 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 Provenance Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Provenance Wealth Advisors, LLC with notifications on news.