A detailed history of Aletheian Wealth Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 926 shares of UNH stock, worth $498,280. This represents 0.33% of its overall portfolio holdings.

Number of Shares
926
Previous 2,563 63.87%
Holding current value
$498,280
Previous $1.31 Million 58.54%
% of portfolio
0.33%
Previous 0.71%

Shares

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

Oct 25, 2024

SELL
$488.01 - $604.18 $798,872 - $989,042
-1,637 Reduced 63.87%
926 $541,000
Q2 2024

Jul 26, 2024

BUY
$439.2 - $524.63 $43,920 - $52,463
100 Added 4.06%
2,563 $1.31 Million
Q1 2024

Apr 15, 2024

BUY
$472.6 - $545.42 $221,649 - $255,801
469 Added 23.52%
2,463 $1.22 Million
Q4 2023

Jan 05, 2024

SELL
$509.47 - $552.97 $26,492 - $28,754
-52 Reduced 2.54%
1,994 $1.05 Million
Q3 2023

Oct 04, 2023

SELL
$447.75 - $510.93 $295,962 - $337,724
-661 Reduced 24.42%
2,046 $1.03 Million
Q2 2023

Jul 13, 2023

BUY
$458.49 - $526.23 $919,730 - $1.06 Million
2,006 Added 286.16%
2,707 $1.3 Million
Q1 2023

May 11, 2023

BUY
$460.33 - $518.33 $40,509 - $45,613
88 Added 14.36%
701 $331,000
Q4 2022

Jan 17, 2023

BUY
$498.86 - $555.15 $52,879 - $58,845
106 Added 20.91%
613 $0
Q3 2022

Oct 14, 2022

SELL
$501.24 - $549.95 $49,622 - $54,445
-99 Reduced 16.34%
507 $256,000
Q2 2022

Jul 11, 2022

BUY
$452.06 - $546.01 $44,753 - $54,054
99 Added 19.53%
606 $311,000
Q1 2022

Apr 18, 2022

BUY
$455.89 - $520.82 $36,927 - $42,186
81 Added 19.01%
507 $259,000
Q4 2021

Apr 12, 2022

BUY
$387.01 - $505.58 $164,866 - $215,377
426 New
426 $214,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $503B
  • 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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