Regent Peak Wealth Advisors LLC Unitedhealth Group Inc Transaction History

Regent Peak Wealth Advisors LLC

$428 Million
Q1 2025

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 2,028 shares of UNH stock, worth $829,918. This represents 0.25% of its overall portfolio holdings.

Number of Shares

2,028

Previous 2,268 10.58%

Holding current value

$829,918

Previous $1.15 Million 7.41%

% of portfolio

0.25%

Previous 0.26%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$461.52 - $548.18 $110,764 - $131,563	-240 Reduced 10.58%	2,028 $1.06 Million
Q4 2024 Jan 07, 2025	SELL	$485.52 - $625.25 $1.74 Million - $2.24 Million	-3,584 Reduced 61.24%	2,268 $1.15 Million
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

# of Institutions

4,083

Shares Held

774M

Call Options Held

9.06M

Put Options Held

9.08M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $383B
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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Regent Peak Wealth Advisors LLC Unitedhealth Group Inc Transaction History