A detailed history of Regal Investment Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Regal Investment Advisors LLC holds 2,975 shares of UNH stock, worth $1.75 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,975
Previous 3,102 4.09%
Holding current value
$1.75 Million
Previous $1.53 Million 1.24%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Aug 14, 2024

SELL
$439.2 - $524.63 $55,778 - $66,628
-127 Reduced 4.09%
2,975 $1.52 Million
Q1 2024

May 15, 2024

SELL
$472.6 - $545.42 $130,910 - $151,081
-277 Reduced 8.2%
3,102 $1.53 Million
Q4 2023

Feb 14, 2024

BUY
$509.47 - $552.97 $83,553 - $90,687
164 Added 5.1%
3,379 $1.78 Million
Q3 2023

Nov 13, 2023

BUY
$447.75 - $510.93 $114,176 - $130,287
255 Added 8.61%
3,215 $1.62 Million
Q2 2023

Aug 11, 2023

BUY
$458.49 - $526.23 $24,299 - $27,890
53 Added 1.82%
2,960 $1.42 Million
Q1 2023

May 11, 2023

BUY
$460.33 - $518.33 $92,986 - $104,702
202 Added 7.47%
2,907 $1.37 Million
Q4 2022

Mar 01, 2023

BUY
$498.86 - $555.15 $17,958 - $19,985
36 Added 1.35%
2,705 $1.43 Million
Q3 2022

Nov 15, 2022

SELL
$501.24 - $549.95 $87,717 - $96,241
-175 Reduced 6.15%
2,669 $1.35 Million
Q2 2022

Aug 09, 2022

SELL
$452.06 - $546.01 $5,876 - $7,098
-13 Reduced 0.46%
2,844 $1.46 Million
Q1 2022

May 09, 2022

BUY
$455.89 - $520.82 $49,236 - $56,248
108 Added 3.93%
2,857 $1.46 Million
Q4 2021

Feb 10, 2022

BUY
$387.01 - $505.58 $70,435 - $92,015
182 Added 7.09%
2,749 $1.38 Million
Q3 2021

Nov 05, 2021

SELL
$390.74 - $429.71 $25,788 - $28,360
-66 Reduced 2.51%
2,567 $1 Million
Q2 2021

Aug 09, 2021

BUY
$364.37 - $420.89 $959,386 - $1.11 Million
2,633 New
2,633 $1.05 Million
Q1 2021

May 12, 2021

SELL
$324.34 - $379.06 $809,552 - $946,133
-2,496 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$303.68 - $356.82 $757,985 - $890,622
2,496 New
2,496 $875,000
Q3 2020

Nov 13, 2020

SELL
$291.16 - $323.7 $698,492 - $776,556
-2,399 Closed
0 $0
Q2 2020

Aug 03, 2020

BUY
$229.49 - $311.85 $550,546 - $748,128
2,399 New
2,399 $708,000
Q1 2020

May 12, 2020

SELL
$194.86 - $305.31 $448,762 - $703,128
-2,303 Closed
0 $0
Q4 2019

Jan 29, 2020

BUY
$215.36 - $295.97 $430 - $591
2 Added 0.09%
2,303 $677,000
Q3 2019

Nov 15, 2019

SELL
$215.26 - $266.65 $7,749 - $9,599
-36 Reduced 1.54%
2,301 $500,000
Q2 2019

Jul 26, 2019

BUY
$216.84 - $252.28 $98,011 - $114,030
452 Added 23.98%
2,337 $570,000
Q1 2019

May 09, 2019

BUY
$236.02 - $271.13 $53,340 - $61,275
226 Added 13.62%
1,885 $466,000
Q4 2018

Feb 04, 2019

SELL
$232.94 - $286.33 $3,959 - $4,867
-17 Reduced 1.01%
1,659 $413,000
Q3 2018

Nov 05, 2018

BUY
$246.98 - $269.65 $413,938 - $451,933
1,676 New
1,676 $446,000
Q2 2018

Aug 10, 2018

SELL
$217.2 - $255.98 $303,645 - $357,860
-1,398 Closed
0 $0
Q1 2018

Apr 25, 2018

BUY
$212.55 - $248.47 $9,777 - $11,429
46 Added 3.4%
1,398 $299,000
Q4 2017

Feb 06, 2018

BUY
$192.52 - $228.17 $9,818 - $11,636
51 Added 3.92%
1,352 $298,000
Q3 2017

Nov 08, 2017

BUY
$190.82 - $199.75 $248,256 - $259,874
1,301
1,301 $255,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $551B
  • 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 Regal Investment Advisors LLC Portfolio

Follow Regal Investment 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 Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.