A detailed history of Epic Trust Investment Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 2,325 shares of UNH stock, worth $1.19 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
2,325
Previous 2,147 8.29%
Holding current value
$1.19 Million
Previous $1.06 Million 11.49%
% of portfolio
1.4%
Previous 1.38%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$439.2 - $524.63 $78,177 - $93,384
178 Added 8.29%
2,325 $1.18 Million
Q1 2024

Apr 19, 2024

BUY
$472.6 - $545.42 $36,390 - $41,997
77 Added 3.72%
2,147 $1.06 Million
Q4 2023

Feb 05, 2024

BUY
$509.47 - $552.97 $43,814 - $47,555
86 Added 4.33%
2,070 $1.09 Million
Q3 2023

Oct 16, 2023

SELL
$447.75 - $510.93 $11,193 - $12,773
-25 Reduced 1.24%
1,984 $1 Million
Q2 2023

Jul 24, 2023

SELL
$458.49 - $526.23 $269,592 - $309,423
-588 Reduced 22.64%
2,009 $965,000
Q1 2023

May 09, 2023

BUY
$460.33 - $518.33 $377,010 - $424,512
819 Added 46.06%
2,597 $1.23 Million
Q4 2022

Feb 14, 2023

BUY
$498.86 - $555.15 $118,728 - $132,125
238 Added 15.45%
1,778 $943,000
Q3 2022

Nov 07, 2022

BUY
$501.24 - $549.95 $120,798 - $132,537
241 Added 18.55%
1,540 $778,000
Q2 2022

Aug 05, 2022

BUY
$452.06 - $546.01 $18,082 - $21,840
40 Added 3.18%
1,299 $668,000
Q1 2022

Apr 20, 2022

BUY
$455.89 - $520.82 $229,312 - $261,972
503 Added 66.53%
1,259 $742,000
Q4 2021

Jan 14, 2022

BUY
$387.01 - $505.58 $292,579 - $382,218
756 New
756 $380,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $478B
  • 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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