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 $314,582. This represents 0.02% of its overall portfolio holdings.

Number of Shares
564
Previous 615 8.29%
Holding current value
$314,582
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 $522B
  • 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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