A detailed history of Trail Ridge Investment Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Trail Ridge Investment Advisors, LLC holds 2,939 shares of UNH stock, worth $1.49 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
2,939
Previous 3,008 2.29%
Holding current value
$1.49 Million
Previous $1.53 Million 12.21%
% of portfolio
0.83%
Previous 0.8%

Shares

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

Oct 24, 2024

SELL
$488.01 - $604.18 $33,672 - $41,688
-69 Reduced 2.29%
2,939 $1.72 Million
Q2 2024

Aug 14, 2024

BUY
$439.2 - $524.63 $150,206 - $179,423
342 Added 12.83%
3,008 $1.53 Million
Q1 2024

May 15, 2024

SELL
$472.6 - $545.42 $86,958 - $100,357
-184 Reduced 6.46%
2,666 $1.32 Million
Q4 2023

Feb 16, 2024

SELL
$509.47 - $552.97 $12,227 - $13,271
-24 Reduced 0.84%
2,850 $1.5 Million
Q3 2023

Nov 14, 2023

BUY
$447.75 - $510.93 $8,507 - $9,707
19 Added 0.67%
2,874 $1.45 Million
Q2 2023

Aug 14, 2023

SELL
$458.49 - $526.23 $17,881 - $20,522
-39 Reduced 1.35%
2,855 $1.37 Million
Q1 2023

May 12, 2023

SELL
$460.33 - $518.33 $123,368 - $138,912
-268 Reduced 8.48%
2,894 $1.37 Million
Q4 2022

Feb 14, 2023

BUY
$498.86 - $555.15 $19,455 - $21,650
39 Added 1.25%
3,162 $1.68 Million
Q3 2022

Nov 14, 2022

BUY
$501.24 - $549.95 $18,545 - $20,348
37 Added 1.2%
3,123 $1.63 Million
Q2 2022

Aug 02, 2022

BUY
$452.06 - $546.01 $1,356 - $1,638
3 Added 0.1%
3,086 $1.59 Million
Q1 2022

May 16, 2022

BUY
$455.89 - $520.82 $27,353 - $31,249
60 Added 1.98%
3,083 $1.57 Million
Q4 2021

Feb 14, 2022

BUY
$387.01 - $505.58 $1.17 Million - $1.53 Million
3,023 New
3,023 $1.52 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $473B
  • 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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