San Luis Wealth Advisors LLC Unitedhealth Group Inc Transaction History

San Luis Wealth Advisors LLC

$528 Million
Q4 2024

A detailed history of San Luis Wealth Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 956 shares of UNH stock, worth $500,475. This represents 0.09% of its overall portfolio holdings.

Number of Shares

956

Previous 6,991 86.33%

Holding current value

$500,475

Previous $4.09 Million 88.16%

% of portfolio

0.09%

Previous 0.84%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$485.52 - $625.25 $2.93 Million - $3.77 Million	-6,035 Reduced 86.33%	956 $484,000
Q3 2024 Oct 09, 2024	SELL	$488.01 - $604.18 $407,000 - $503,886	-834 Reduced 10.66%	6,991 $4.09 Million
Q2 2024 Jul 12, 2024	BUY	$439.2 - $524.63 $366,292 - $437,541	834 Added 11.93%	7,825 $3.99 Million
Q1 2024 Apr 11, 2024	BUY	$472.6 - $545.42 $255,204 - $294,526	540 Added 8.37%	6,991 $3.46 Million
Q4 2023 Jan 17, 2024	BUY	$509.47 - $552.97 $173,219 - $188,009	340 Added 5.56%	6,451 $3.4 Million
Q3 2023 Oct 31, 2023	SELL	$447.75 - $510.93 $2,686 - $3,065	-6 Reduced 0.1%	6,111 $3.08 Million
Q2 2023 Aug 02, 2023	SELL	$458.49 - $526.23 $435,107 - $499,392	-949 Reduced 13.43%	6,117 $2.94 Million
Q1 2023 May 10, 2023	BUY	$460.33 - $518.33 $389,439 - $438,507	846 Added 13.6%	7,066 $3.34 Million
Q4 2022 Feb 02, 2023	BUY	$498.86 - $555.15 $396,593 - $441,344	795 Added 14.65%	6,220 $3.3 Million
Q3 2022 Oct 26, 2022	BUY	$501.24 - $549.95 $305,756 - $335,469	610 Added 12.67%	5,425 $2.74 Million
Q2 2022 Aug 10, 2022	BUY	$452.06 - $546.01 $550,157 - $664,494	1,217 Added 33.82%	4,815 $2.47 Million
Q1 2022 May 10, 2022	SELL	$455.89 - $520.82 $911 - $1,041	-2 Reduced 0.06%	3,598 $1.81 Million
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $180,346 - $235,600	466 Added 14.87%	3,600 $1.81 Million
Q3 2021 Nov 09, 2021	BUY	$390.74 - $429.71 $1.22 Million - $1.35 Million	3,134 New	3,134 $1.23 Million

Others Institutions Holding UNH

# of Institutions

4,015

Shares Held

784M

Call Options Held

8.59M

Put Options Held

8.53M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $490B
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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San Luis Wealth Advisors LLC Unitedhealth Group Inc Transaction History