Visionary Wealth Advisors Unitedhealth Group Inc Transaction History

Visionary Wealth Advisors

$1.56 Billion
Q1 2025

A detailed history of Visionary Wealth Advisors transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Visionary Wealth Advisors holds 1,068 shares of UNH stock, worth $301,304. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,068

Previous 1,154 7.45%

Holding current value

$301,304

Previous $583,000 4.12%

% of portfolio

0.04%

Previous 0.04%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$461.52 - $548.18 $39,690 - $47,143	-86 Reduced 7.45%	1,068 $559,000
Q4 2024 Feb 13, 2025	SELL	$485.52 - $625.25 $9,710 - $12,505	-20 Reduced 1.7%	1,154 $583,000
Q3 2024 Nov 12, 2024	BUY	$488.01 - $604.18 $25,864 - $32,021	53 Added 4.73%	1,174 $686,000
Q2 2024 Aug 13, 2024	SELL	$439.2 - $524.63 $9,223 - $11,017	-21 Reduced 1.84%	1,121 $570,000
Q1 2024 May 15, 2024	SELL	$472.6 - $545.42 $42,534 - $49,087	-90 Reduced 7.31%	1,142 $564,000
Q4 2023 Feb 14, 2024	BUY	$509.47 - $552.97 $19,359 - $21,012	38 Added 3.18%	1,232 $648,000
Q3 2023 Nov 13, 2023	SELL	$447.75 - $510.93 $37,163 - $42,407	-83 Reduced 6.5%	1,194 $602,000
Q2 2023 Aug 11, 2023	SELL	$458.49 - $526.23 $13,754 - $15,786	-30 Reduced 2.3%	1,277 $613,000
Q1 2023 May 15, 2023	SELL	$460.33 - $518.33 $38,207 - $43,021	-83 Reduced 5.97%	1,307 $617,000
Q4 2022 Feb 13, 2023	BUY	$498.86 - $555.15 $58,865 - $65,507	118 Added 9.28%	1,390 $737,000
Q3 2022 Nov 14, 2022	SELL	$501.24 - $549.95 $42,605 - $46,745	-85 Reduced 6.26%	1,272 $643,000
Q2 2022 Aug 12, 2022	SELL	$452.06 - $546.01 $144,207 - $174,177	-319 Reduced 19.03%	1,357 $697,000
Q1 2022 May 12, 2022	BUY	$455.89 - $520.82 $19,147 - $21,874	42 Added 2.57%	1,676 $855,000
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $141,258 - $184,536	365 Added 28.76%	1,634 $820,000
Q3 2021 Nov 12, 2021	SELL	$390.74 - $429.71 $73,849 - $81,215	-189 Reduced 12.96%	1,269 $496,000
Q2 2021 Aug 13, 2021	BUY	$364.37 - $420.89 $13,846 - $15,993	38 Added 2.68%	1,458 $584,000
Q1 2021 May 18, 2021	BUY	$324.34 - $379.06 $9,730 - $11,371	30 Added 2.16%	1,420 $528,000
Q4 2020 Feb 16, 2021	BUY	$303.68 - $356.82 $45,552 - $53,523	150 Added 12.1%	1,390 $488,000
Q3 2020 Nov 16, 2020	BUY	$291.16 - $323.7 $121,122 - $134,659	416 Added 50.49%	1,240 $387,000
Q2 2020 Aug 14, 2020	BUY	$229.49 - $311.85 $189,099 - $256,964	824 New	824 $243,000
Q1 2020 May 15, 2020	SELL	$194.86 - $305.31 $173,035 - $271,115	-888 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$215.36 - $295.97 $191,239 - $262,821	888 New	888 $261,000

Others Institutions Holding UNH

# of Institutions

3,869

Shares Held

783M

Call Options Held

9.66M

Put Options Held

8.19M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $264B
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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Visionary Wealth Advisors Unitedhealth Group Inc Transaction History