A detailed history of Safeguard Investment Advisory Group, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 2,749 shares of UNH stock, worth $1.64 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
2,749
Previous 2,234 23.05%
Holding current value
$1.64 Million
Previous $1.11 Million 26.61%
% of portfolio
0.44%
Previous 0.38%

Shares

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

Aug 09, 2024

BUY
$439.2 - $524.63 $226,188 - $270,184
515 Added 23.05%
2,749 $1.4 Million
Q1 2024

May 13, 2024

SELL
$472.6 - $545.42 $24,102 - $27,816
-51 Reduced 2.23%
2,234 $1.11 Million
Q4 2023

Jan 26, 2024

BUY
$509.47 - $552.97 $14,265 - $15,483
28 Added 1.24%
2,285 $1.2 Million
Q3 2023

Nov 14, 2023

SELL
$447.75 - $510.93 $11,193 - $12,773
-25 Reduced 1.1%
2,257 $1.14 Million
Q2 2023

Aug 01, 2023

BUY
$458.49 - $526.23 $31,635 - $36,309
69 Added 3.12%
2,282 $1.1 Million
Q1 2023

May 04, 2023

BUY
$460.33 - $518.33 $9,206 - $10,366
20 Added 0.91%
2,213 $1.05 Million
Q4 2022

Jan 26, 2023

BUY
$498.86 - $555.15 $8,480 - $9,437
17 Added 0.78%
2,193 $0
Q3 2022

Oct 25, 2022

BUY
$501.24 - $549.95 $9,022 - $9,899
18 Added 0.83%
2,176 $1.1 Million
Q1 2022

May 04, 2022

BUY
$455.89 - $520.82 $27,353 - $31,249
60 Added 2.86%
2,158 $1.1 Million
Q4 2021

Feb 03, 2022

SELL
$387.01 - $505.58 $29,025 - $37,918
-75 Reduced 3.45%
2,098 $1.05 Million
Q3 2021

Oct 20, 2021

BUY
$390.74 - $429.71 $2,735 - $3,007
7 Added 0.32%
2,173 $849,000
Q2 2021

Jul 23, 2021

BUY
$364.37 - $420.89 $36,072 - $41,668
99 Added 4.79%
2,166 $867,000
Q1 2021

May 10, 2021

SELL
$324.34 - $379.06 $34,055 - $39,801
-105 Reduced 4.83%
2,067 $769,000
Q4 2020

Feb 18, 2021

BUY
$303.68 - $356.82 $659,592 - $775,013
2,172 New
2,172 $761,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $558B
  • 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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