A detailed history of Soltis Investment Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 18,296 shares of UNH stock, worth $9.15 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
18,296
Previous 18,920 3.3%
Holding current value
$9.15 Million
Previous $9.64 Million 11.02%
% of portfolio
1.06%
Previous 1.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 18, 2024

SELL
$488.01 - $604.18 $304,518 - $377,008
-624 Reduced 3.3%
18,296 $10.7 Million
Q2 2024

Aug 12, 2024

BUY
$439.2 - $524.63 $1.72 Million - $2.05 Million
3,910 Added 26.05%
18,920 $9.64 Million
Q1 2024

Apr 29, 2024

BUY
$472.6 - $545.42 $3.42 Million - $3.95 Million
7,244 Added 93.28%
15,010 $7.43 Million
Q4 2023

Jan 26, 2024

BUY
$509.47 - $552.97 $67,759 - $73,545
133 Added 1.74%
7,766 $4.09 Million
Q3 2023

Nov 08, 2023

BUY
$447.75 - $510.93 $1.29 Million - $1.47 Million
2,872 Added 60.32%
7,633 $3.85 Million
Q2 2023

Aug 08, 2023

BUY
$458.49 - $526.23 $102,701 - $117,875
224 Added 4.94%
4,761 $2.29 Million
Q1 2023

May 03, 2023

BUY
$460.33 - $518.33 $16,571 - $18,659
36 Added 0.8%
4,537 $2.14 Million
Q4 2022

Feb 09, 2023

BUY
$498.86 - $555.15 $284,849 - $316,990
571 Added 14.53%
4,501 $2.39 Million
Q3 2022

Nov 14, 2022

BUY
$501.24 - $549.95 $169,419 - $185,883
338 Added 9.41%
3,930 $1.99 Million
Q2 2022

Aug 11, 2022

BUY
$452.06 - $546.01 $836,763 - $1.01 Million
1,851 Added 106.32%
3,592 $1.85 Million
Q1 2022

May 06, 2022

BUY
$455.89 - $520.82 $29,632 - $33,853
65 Added 3.88%
1,741 $888,000
Q4 2021

Feb 09, 2022

BUY
$387.01 - $505.58 $6,192 - $8,089
16 Added 0.96%
1,676 $841,000
Q3 2021

Nov 09, 2021

SELL
$390.74 - $429.71 $195,370 - $214,855
-500 Reduced 23.15%
1,660 $649,000
Q2 2021

Aug 04, 2021

BUY
$364.37 - $420.89 $346,515 - $400,266
951 Added 78.66%
2,160 $865,000
Q1 2021

May 11, 2021

SELL
$324.34 - $379.06 $9,081 - $10,613
-28 Reduced 2.26%
1,209 $450,000
Q4 2020

Feb 10, 2021

BUY
$303.68 - $356.82 $375,652 - $441,386
1,237 New
1,237 $434,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $468B
  • 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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