A detailed history of Regent Peak Wealth Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 5,852 shares of UNH stock, worth $2.93 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
5,852
Previous 6,450 9.27%
Holding current value
$2.93 Million
Previous $3.28 Million 4.17%
% of portfolio
0.78%
Previous 0.8%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$488.01 - $604.18 $291,829 - $361,299
-598 Reduced 9.27%
5,852 $3.42 Million
Q2 2024

Aug 14, 2024

SELL
$439.2 - $524.63 $30,304 - $36,199
-69 Reduced 1.06%
6,450 $3.28 Million
Q1 2024

May 01, 2024

BUY
$472.6 - $545.42 $144,143 - $166,353
305 Added 4.91%
6,519 $3.22 Million
Q4 2023

Jan 23, 2024

BUY
$509.47 - $552.97 $1.74 Million - $1.88 Million
3,407 Added 121.38%
6,214 $3.27 Million
Q3 2023

Nov 03, 2023

BUY
$447.75 - $510.93 $414,168 - $472,610
925 Added 49.15%
2,807 $1.42 Million
Q2 2023

Jul 19, 2023

SELL
$458.49 - $526.23 $29,801 - $34,204
-65 Reduced 3.34%
1,882 $904,000
Q1 2023

Apr 24, 2023

SELL
$460.33 - $518.33 $130,733 - $147,205
-284 Reduced 12.73%
1,947 $920,000
Q4 2022

Feb 08, 2023

SELL
$498.86 - $555.15 $75,826 - $84,382
-152 Reduced 6.38%
2,231 $1.18 Million
Q3 2022

Nov 14, 2022

SELL
$501.24 - $549.95 $1.33 Million - $1.46 Million
-2,649 Reduced 52.64%
2,383 $1.2 Million
Q2 2022

Aug 11, 2022

SELL
$452.06 - $546.01 $82,726 - $99,919
-183 Reduced 3.51%
5,032 $2.58 Million
Q1 2022

May 03, 2022

BUY
$455.89 - $520.82 $137,222 - $156,766
301 Added 6.13%
5,215 $2.66 Million
Q4 2021

Feb 11, 2022

BUY
$387.01 - $505.58 $1.3 Million - $1.7 Million
3,356 Added 215.4%
4,914 $2.47 Million
Q3 2021

Nov 08, 2021

BUY
$390.74 - $429.71 $12,112 - $13,321
31 Added 2.03%
1,558 $609,000
Q2 2021

Aug 16, 2021

SELL
$364.37 - $420.89 $17,489 - $20,202
-48 Reduced 3.05%
1,527 $630,000
Q1 2021

Apr 28, 2021

SELL
$324.34 - $379.06 $1.76 Million - $2.06 Million
-5,427 Reduced 77.51%
1,575 $586,000
Q4 2020

Feb 12, 2021

BUY
$303.68 - $356.82 $712,129 - $836,742
2,345 Added 50.35%
7,002 $2.46 Million
Q3 2020

Nov 04, 2020

BUY
$291.16 - $323.7 $1.07 Million - $1.19 Million
3,667 Added 370.4%
4,657 $1.45 Million
Q2 2020

Aug 05, 2020

SELL
$229.49 - $311.85 $145,496 - $197,712
-634 Reduced 39.04%
990 $292,000
Q1 2020

Apr 27, 2020

SELL
$194.86 - $305.31 $15,783 - $24,730
-81 Reduced 4.75%
1,624 $405,000
Q4 2019

Feb 14, 2020

BUY
$215.36 - $295.97 $367,188 - $504,628
1,705 New
1,705 $501,000

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
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