A detailed history of Tru Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 564 shares of UNH stock, worth $285,575. This represents 0.02% of its overall portfolio holdings.

Number of Shares
564
Previous 615 8.29%
Holding current value
$285,575
Previous $313,000 5.11%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 16, 2024

SELL
$488.01 - $604.18 $24,888 - $30,813
-51 Reduced 8.29%
564 $329,000
Q2 2024

Jul 16, 2024

SELL
$439.2 - $524.63 $10.5 Million - $12.6 Million
-24,005 Reduced 97.5%
615 $313,000
Q1 2024

Apr 15, 2024

SELL
$472.6 - $545.42 $4.79 Million - $5.53 Million
-10,145 Reduced 29.18%
24,620 $12.2 Million
Q4 2023

Jan 10, 2024

SELL
$509.47 - $552.97 $121,763 - $132,159
-239 Reduced 0.68%
34,765 $18.3 Million
Q3 2023

Oct 10, 2023

BUY
$447.75 - $510.93 $384,617 - $438,888
859 Added 2.52%
35,004 $17.6 Million
Q2 2023

Aug 04, 2023

BUY
$458.49 - $526.23 $227,411 - $261,010
496 Added 1.47%
34,145 $16.4 Million
Q1 2023

Apr 25, 2023

BUY
$460.33 - $518.33 $864,039 - $972,905
1,877 Added 5.91%
33,649 $15.9 Million
Q4 2022

Jan 27, 2023

BUY
$498.86 - $555.15 $114,238 - $127,129
229 Added 0.73%
31,772 $0
Q3 2022

Oct 24, 2022

BUY
$501.24 - $549.95 $400,490 - $439,410
799 Added 2.6%
31,543 $15.9 Million
Q2 2022

Jul 22, 2022

BUY
$452.06 - $546.01 $2.9 Million - $3.51 Million
6,425 Added 26.42%
30,744 $15.8 Million
Q1 2022

Apr 27, 2022

SELL
$455.89 - $520.82 $558,921 - $638,525
-1,226 Reduced 4.8%
24,319 $12.4 Million
Q4 2021

Jan 19, 2022

BUY
$387.01 - $505.58 $299,932 - $391,824
775 Added 3.13%
25,545 $12.8 Million
Q3 2021

Oct 29, 2021

BUY
$390.74 - $429.71 $105,109 - $115,591
269 Added 1.1%
24,770 $9.68 Million
Q2 2021

Jul 29, 2021

BUY
$364.37 - $420.89 $249,957 - $288,730
686 Added 2.88%
24,501 $9.81 Million
Q1 2021

May 10, 2021

BUY
$324.34 - $379.06 $446,291 - $521,586
1,376 Added 6.13%
23,815 $8.86 Million
Q4 2020

Jan 26, 2021

BUY
$303.68 - $356.82 $6.81 Million - $8.01 Million
22,439 New
22,439 $7.87 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 $474B
  • 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 Tru Wealth Advisors, LLC Portfolio

Follow Tru Wealth Advisors, 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 Tru Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tru Wealth Advisors, LLC with notifications on news.