Tru Wealth Advisors, LLC Unitedhealth Group Inc Transaction History

Tru Wealth Advisors, LLC

$1.49 Billion
Q2 2024

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 615 shares of UNH stock, worth $363,588. This represents 0.02% of its overall portfolio holdings.

Number of Shares

615

Previous 24,620 97.5%

Holding current value

$363,588

Previous $12.2 Million 97.43%

% of portfolio

0.02%

Previous 0.85%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

3,745

Shares Held

783M

Call Options Held

5.86M

Put Options Held

5.64M

View Full List

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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Tru Wealth Advisors, LLC Unitedhealth Group Inc Transaction History