Soltis Investment Advisors LLC Unitedhealth Group Inc Transaction History

Soltis Investment Advisors LLC

$889 Million
Q1 2024

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 15,010 shares of UNH stock, worth $7.33 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

15,010

Previous 15,010 -0.0%

Holding current value

$7.33 Million

Previous $7.43 Million -0.0%

% of portfolio

0.84%

Previous 0.8%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

3,672

Shares Held

759M

Call Options Held

6.06M

Put Options Held

6.74M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $456B
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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Soltis Investment Advisors LLC Unitedhealth Group Inc Transaction History