A detailed history of Sound View Wealth Advisors Group, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 6,321 shares of UNH stock, worth $3.77 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
6,321
Previous 6,241 1.28%
Holding current value
$3.77 Million
Previous $3.09 Million 4.28%
% of portfolio
0.33%
Previous 0.33%

Shares

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

Aug 05, 2024

BUY
$439.2 - $524.63 $35,136 - $41,970
80 Added 1.28%
6,321 $3.22 Million
Q1 2024

May 09, 2024

BUY
$472.6 - $545.42 $7,089 - $8,181
15 Added 0.24%
6,241 $3.09 Million
Q4 2023

Feb 08, 2024

SELL
$509.47 - $552.97 $100,875 - $109,488
-198 Reduced 3.08%
6,226 $3.28 Million
Q3 2023

Nov 07, 2023

SELL
$447.75 - $510.93 $28,656 - $32,699
-64 Reduced 0.99%
6,424 $3.24 Million
Q2 2023

Aug 08, 2023

SELL
$458.49 - $526.23 $11,003 - $12,629
-24 Reduced 0.37%
6,488 $3.12 Million
Q1 2023

May 12, 2023

BUY
$460.33 - $518.33 $1.11 Million - $1.25 Million
2,413 Added 58.87%
6,512 $3.08 Million
Q4 2022

Feb 08, 2023

SELL
$498.86 - $555.15 $7,981 - $8,882
-16 Reduced 0.39%
4,099 $2.17 Million
Q3 2022

Nov 08, 2022

SELL
$501.24 - $549.95 $84,709 - $92,941
-169 Reduced 3.94%
4,115 $2.08 Million
Q2 2022

Aug 05, 2022

SELL
$452.06 - $546.01 $51,986 - $62,791
-115 Reduced 2.61%
4,284 $2.2 Million
Q1 2022

May 11, 2022

BUY
$455.89 - $520.82 $195,120 - $222,910
428 Added 10.78%
4,399 $2.24 Million
Q4 2021

Jan 20, 2022

SELL
$387.01 - $505.58 $1,161 - $1,516
-3 Reduced 0.08%
3,971 $1.99 Million
Q3 2021

Oct 21, 2021

BUY
$390.74 - $429.71 $56,266 - $61,878
144 Added 3.76%
3,974 $1.55 Million
Q2 2021

Jul 21, 2021

SELL
$364.37 - $420.89 $119,148 - $137,631
-327 Reduced 7.87%
3,830 $1.53 Million
Q1 2021

Apr 28, 2021

BUY
$324.34 - $379.06 $69,084 - $80,739
213 Added 5.4%
4,157 $1.55 Million
Q4 2020

Feb 02, 2021

BUY
$303.68 - $356.82 $33,708 - $39,607
111 Added 2.9%
3,944 $1.38 Million
Q3 2020

Nov 09, 2020

BUY
$291.16 - $323.7 $29,116 - $32,370
100 Added 2.68%
3,833 $1.2 Million
Q2 2020

Aug 07, 2020

BUY
$229.49 - $311.85 $73,895 - $100,415
322 Added 9.44%
3,733 $1.1 Million
Q1 2020

May 12, 2020

BUY
$194.86 - $305.31 $7,209 - $11,296
37 Added 1.1%
3,411 $851,000
Q4 2019

Jan 27, 2020

SELL
$215.36 - $295.97 $8,399 - $11,542
-39 Reduced 1.14%
3,374 $992,000
Q3 2019

Nov 07, 2019

SELL
$215.26 - $266.65 $36,378 - $45,063
-169 Reduced 4.72%
3,413 $742,000
Q2 2019

Aug 07, 2019

BUY
$216.84 - $252.28 $776,720 - $903,666
3,582 New
3,582 $874,000

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
Track This Portfolio

Track Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.