Trellis Advisors, LLC Unitedhealth Group Inc Transaction History

Trellis Advisors, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$458.49 - $526.23 $10,545 - $12,103	23 Added 2.72%	870 $418,000
Q1 2023 May 12, 2023	BUY	$460.33 - $518.33 $3,222 - $3,628	7 Added 0.83%	847 $400,000
Q4 2022 Feb 09, 2023	SELL	$498.86 - $555.15 $6,984 - $7,772	-14 Reduced 1.64%	840 $445,000
Q3 2022 Nov 07, 2022	BUY	$501.24 - $549.95 $19,047 - $20,898	38 Added 4.66%	854 $431,000
Q2 2022 Aug 05, 2022	BUY	$452.06 - $546.01 $29,835 - $36,036	66 Added 8.8%	816 $419,000
Q1 2022 May 04, 2022	BUY	$455.89 - $520.82 $2,279 - $2,604	5 Added 0.67%	750 $383,000
Q4 2021 Jan 25, 2022	SELL	$387.01 - $505.58 $18,189 - $23,762	-47 Reduced 5.93%	745 $374,000
Q2 2021 Aug 04, 2021	SELL	$364.37 - $420.89 $1,457 - $1,683	-4 Reduced 0.5%	792 $317,000
Q1 2021 May 07, 2021	BUY	$324.34 - $379.06 $1,621 - $1,895	5 Added 0.63%	796 $296,000
Q4 2020 Feb 10, 2021	BUY	$303.68 - $356.82 $8,199 - $9,634	27 Added 3.53%	791 $277,000
Q3 2020 Oct 29, 2020	BUY	$291.16 - $323.7 $10,481 - $11,653	36 Added 4.95%	764 $238,000
Q2 2020 Jul 23, 2020	SELL	$229.49 - $311.85 $17,900 - $24,324	-78 Reduced 9.68%	728 $215,000
Q3 2018 Nov 09, 2018	BUY	$246.98 - $269.65 $199,065 - $217,337	806 New	806 $215,000

3,821

790M

5.85M

5.63M

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $585B
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...

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