A detailed history of Tria Gen Wealth Management LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 428 shares of UNH stock, worth $252,892. This represents 0.09% of its overall portfolio holdings.

Number of Shares
428
Previous 428 -0.0%
Holding current value
$252,892
Previous $217,000 15.21%
% of portfolio
0.09%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 22, 2024

SELL
$509.47 - $552.97 $50,947 - $55,297
-100 Reduced 18.94%
428 $225,000
Q3 2023

Oct 23, 2023

SELL
$447.75 - $510.93 $358,647 - $409,254
-801 Reduced 60.27%
528 $266,000
Q2 2023

Aug 08, 2023

SELL
$458.49 - $526.23 $27,050 - $31,047
-59 Reduced 4.25%
1,329 $638,000
Q1 2023

Apr 24, 2023

SELL
$460.33 - $518.33 $20,714 - $23,324
-45 Reduced 3.14%
1,388 $655,000
Q4 2022

Feb 09, 2023

BUY
$498.86 - $555.15 $23,446 - $26,092
47 Added 3.39%
1,433 $759,000
Q3 2022

Oct 21, 2022

BUY
$501.24 - $549.95 $432,068 - $474,056
862 Added 164.5%
1,386 $700,000
Q2 2022

Jul 29, 2022

SELL
$452.06 - $546.01 $1.9 Million - $2.29 Million
-4,203 Reduced 88.91%
524 $269,000
Q1 2022

Apr 29, 2022

SELL
$455.89 - $520.82 $205,150 - $234,369
-450 Reduced 8.69%
4,727 $2.41 Million
Q2 2021

Aug 02, 2021

SELL
$364.37 - $420.89 $6,558 - $7,576
-18 Reduced 0.35%
5,177 $2.13 Million
Q1 2021

Apr 26, 2021

SELL
$324.34 - $379.06 $34,055 - $39,801
-105 Reduced 1.98%
5,195 $1.93 Million
Q4 2020

Feb 02, 2021

BUY
$303.68 - $356.82 $1.61 Million - $1.89 Million
5,300 New
5,300 $1.86 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 $553B
  • 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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