A detailed history of Vista Wealth Management Group, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 1,048 shares of UNH stock, worth $513,404. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,048
Previous 1,270 17.48%
Holding current value
$513,404
Previous $668,000 22.46%
% of portfolio
0.04%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

SELL
$472.6 - $545.42 $104,917 - $121,083
-222 Reduced 17.48%
1,048 $518,000
Q4 2023

Feb 12, 2024

BUY
$509.47 - $552.97 $130,424 - $141,560
256 Added 25.25%
1,270 $668,000
Q3 2023

Nov 14, 2023

BUY
$447.75 - $510.93 $10,298 - $11,751
23 Added 2.32%
1,014 $511,000
Q2 2023

Aug 02, 2023

SELL
$458.49 - $526.23 $36,679 - $42,098
-80 Reduced 7.47%
991 $476,000
Q1 2023

May 04, 2023

BUY
$460.33 - $518.33 $37,286 - $41,984
81 Added 8.18%
1,071 $506,000
Q4 2022

Feb 07, 2023

BUY
$498.86 - $555.15 $26,938 - $29,978
54 Added 5.77%
990 $524,000
Q3 2022

Oct 25, 2022

BUY
$501.24 - $549.95 $29,573 - $32,447
59 Added 6.73%
936 $507,000
Q2 2022

Jul 14, 2022

SELL
$452.06 - $546.01 $20,342 - $24,570
-45 Reduced 4.88%
877 $440,000
Q1 2022

May 04, 2022

SELL
$455.89 - $520.82 $16,412 - $18,749
-36 Reduced 3.76%
922 $470,000
Q4 2021

Jan 19, 2022

SELL
$387.01 - $505.58 $75,466 - $98,588
-195 Reduced 16.91%
958 $481,000
Q3 2021

Nov 02, 2021

BUY
$390.74 - $429.71 $16,411 - $18,047
42 Added 3.78%
1,153 $451,000
Q2 2021

Jul 27, 2021

BUY
$364.37 - $420.89 $42,266 - $48,823
116 Added 11.66%
1,111 $445,000
Q1 2021

Apr 26, 2021

BUY
$324.34 - $379.06 $131,682 - $153,898
406 Added 68.93%
995 $370,000
Q4 2020

Jan 25, 2021

BUY
$303.68 - $356.82 $178,867 - $210,166
589 New
589 $207,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $458B
  • 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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