River Wealth Advisors LLC Unitedhealth Group Inc Transaction History

River Wealth Advisors LLC

$692 Million
Q2 2024

A detailed history of River Wealth Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, River Wealth Advisors LLC holds 11,045 shares of UNH stock, worth $6.41 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

11,045

Previous 10,478 5.41%

Holding current value

$6.41 Million

Previous $5.18 Million 8.51%

% of portfolio

0.81%

Previous 0.76%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$439.2 - $524.63 $249,026 - $297,465	567 Added 5.41%	11,045 $5.62 Million
Q1 2024 May 14, 2024	BUY	$472.6 - $545.42 $138,471 - $159,808	293 Added 2.88%	10,478 $5.18 Million
Q4 2023 Feb 13, 2024	BUY	$509.47 - $552.97 $170,672 - $185,244	335 Added 3.4%	10,185 $5.36 Million
Q3 2023 Nov 13, 2023	BUY	$447.75 - $510.93 $293,276 - $334,659	655 Added 7.12%	9,850 $4.97 Million
Q2 2023 Aug 09, 2023	BUY	$458.49 - $526.23 $203,569 - $233,646	444 Added 5.07%	9,195 $4.42 Million
Q1 2023 May 11, 2023	BUY	$460.33 - $518.33 $376,549 - $423,993	818 Added 10.31%	8,751 $4.14 Million
Q4 2022 Feb 10, 2023	BUY	$498.86 - $555.15 $767,745 - $854,375	1,539 Added 24.07%	7,933 $4.21 Million
Q3 2022 Nov 14, 2022	BUY	$501.24 - $549.95 $209,518 - $229,879	418 Added 6.99%	6,394 $3.23 Million
Q2 2022 Aug 10, 2022	BUY	$452.06 - $546.01 $131,097 - $158,342	290 Added 5.1%	5,976 $3.07 Million
Q1 2022 May 09, 2022	BUY	$455.89 - $520.82 $439,022 - $501,549	963 Added 20.39%	5,686 $2.9 Million
Q4 2021 Feb 11, 2022	BUY	$387.01 - $505.58 $63,469 - $82,915	164 Added 3.6%	4,723 $2.37 Million
Q3 2021 Nov 12, 2021	SELL	$390.74 - $429.71 $3,125 - $3,437	-8 Reduced 0.18%	4,559 $1.78 Million
Q2 2021 Aug 06, 2021	BUY	$364.37 - $420.89 $29,513 - $34,092	81 Added 1.81%	4,567 $1.83 Million
Q1 2021 May 11, 2021	BUY	$324.34 - $379.06 $85,625 - $100,071	264 Added 6.25%	4,486 $1.67 Million
Q4 2020 Feb 16, 2021	BUY	$303.68 - $356.82 $16,702 - $19,625	55 Added 1.32%	4,222 $1.48 Million
Q3 2020 Nov 10, 2020	BUY	$291.16 - $323.7 $285,336 - $317,226	980 Added 30.75%	4,167 $1.3 Million
Q2 2020 Aug 11, 2020	BUY	$229.49 - $311.85 $305,221 - $414,760	1,330 Added 71.62%	3,187 $940,000
Q1 2020 May 05, 2020	BUY	$194.86 - $305.31 $16,563 - $25,951	85 Added 4.8%	1,857 $463,000
Q4 2019 Feb 07, 2020	BUY	$215.36 - $295.97 $53,624 - $73,696	249 Added 16.35%	1,772 $521,000
Q3 2019 Oct 29, 2019	SELL	$215.26 - $266.65 $12,700 - $15,732	-59 Reduced 3.73%	1,523 $331,000
Q2 2019 Jul 30, 2019	BUY	$216.84 - $252.28 $43,151 - $50,203	199 Added 14.39%	1,582 $386,000
Q1 2019 May 07, 2019	SELL	$236.02 - $271.13 $17,701 - $20,334	-75 Reduced 5.14%	1,383 $342,000
Q4 2018 Jan 25, 2019	BUY	$232.94 - $286.33 $698 - $858	3 Added 0.21%	1,458 $363,000
Q3 2018 Nov 09, 2018	SELL	$246.98 - $269.65 $9,385 - $10,246	-38 Reduced 2.55%	1,455 $387,000
Q3 2017 Nov 06, 2017	BUY	$190.82 - $199.75 $284,894 - $298,226	1,493	1,493 $292,000

Others Institutions Holding UNH

# of Institutions

3,735

Shares Held

782M

Call Options Held

5.86M

Put Options Held

5.64M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $543B
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...

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River Wealth Advisors LLC Unitedhealth Group Inc Transaction History