A detailed history of Soa Wealth Advisors, Llc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,229 shares of UNH stock, worth $713,483. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,229
Previous 878 39.98%
Holding current value
$713,483
Previous $434,000 44.01%
% of portfolio
0.13%
Previous 0.09%

Shares

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

Jul 17, 2024

BUY
$439.2 - $524.63 $154,159 - $184,145
351 Added 39.98%
1,229 $625,000
Q1 2024

Apr 10, 2024

BUY
$472.6 - $545.42 $17,013 - $19,635
36 Added 4.28%
878 $434,000
Q4 2023

Jan 10, 2024

BUY
$509.47 - $552.97 $1,018 - $1,105
2 Added 0.24%
842 $443,000
Q3 2023

Oct 10, 2023

BUY
$447.75 - $510.93 $1,343 - $1,532
3 Added 0.36%
840 $423,000
Q2 2023

Jul 07, 2023

BUY
$458.49 - $526.23 $3,209 - $3,683
7 Added 0.84%
837 $402,000
Q1 2023

Apr 28, 2023

BUY
$460.33 - $518.33 $3,222 - $3,628
7 Added 0.85%
830 $392,000
Q4 2022

Jan 10, 2023

BUY
$498.86 - $555.15 $6,485 - $7,216
13 Added 1.6%
823 $0
Q3 2022

Oct 07, 2022

SELL
$501.24 - $549.95 $8,521 - $9,349
-17 Reduced 2.06%
810 $409,000
Q2 2022

Jul 13, 2022

SELL
$452.06 - $546.01 $1,356 - $1,638
-3 Reduced 0.36%
827 $424,000
Q1 2022

Apr 07, 2022

SELL
$455.89 - $520.82 $60,177 - $68,748
-132 Reduced 13.72%
830 $423,000
Q4 2021

Jan 13, 2022

BUY
$387.01 - $505.58 $774 - $1,011
2 Added 0.21%
962 $485,000
Q3 2021

Oct 12, 2021

BUY
$390.74 - $429.71 $781 - $859
2 Added 0.21%
960 $375,000
Q2 2021

Jul 14, 2021

SELL
$364.37 - $420.89 $19,675 - $22,728
-54 Reduced 5.34%
958 $383,000
Q1 2021

Apr 26, 2021

SELL
$324.34 - $379.06 $14,270 - $16,678
-44 Reduced 4.17%
1,012 $376,000
Q4 2020

Mar 10, 2021

BUY
$303.68 - $356.82 $320,686 - $376,801
1,056 New
1,056 $352,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $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...
More about UNH
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