A detailed history of Paces Ferry Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Paces Ferry Wealth Advisors, LLC holds 561 shares of UNH stock, worth $286,755. This represents 0.19% of its overall portfolio holdings.

Number of Shares
561
Previous 537 4.47%
Holding current value
$286,755
Previous $273,000 20.15%
% of portfolio
0.19%
Previous 0.16%

Shares

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

Nov 08, 2024

BUY
$488.01 - $604.18 $11,712 - $14,500
24 Added 4.47%
561 $328,000
Q2 2024

Aug 12, 2024

SELL
$439.2 - $524.63 $7,027 - $8,394
-16 Reduced 2.89%
537 $273,000
Q1 2024

May 01, 2024

SELL
$472.6 - $545.42 $3,780 - $4,363
-8 Reduced 1.43%
553 $273,000
Q4 2023

Feb 05, 2024

BUY
$509.47 - $552.97 $5,094 - $5,529
10 Added 1.81%
561 $295,000
Q3 2023

Nov 13, 2023

BUY
$447.75 - $510.93 $11,641 - $13,284
26 Added 4.95%
551 $277,000
Q2 2023

Jul 28, 2023

BUY
$458.49 - $526.23 $15,588 - $17,891
34 Added 6.92%
525 $252,000
Q1 2023

Apr 24, 2023

BUY
$460.33 - $518.33 $24,397 - $27,471
53 Added 12.1%
491 $232,000
Q4 2022

Jan 23, 2023

SELL
$498.86 - $555.15 $15,464 - $17,209
-31 Reduced 6.61%
438 $0
Q3 2022

Oct 13, 2022

BUY
$501.24 - $549.95 $501 - $549
1 Added 0.21%
469 $237,000
Q2 2022

Jul 28, 2022

BUY
$452.06 - $546.01 $12,205 - $14,742
27 Added 6.12%
468 $240,000
Q1 2022

Apr 20, 2022

SELL
$455.89 - $520.82 $455 - $520
-1 Reduced 0.23%
441 $225,000
Q4 2021

Jan 19, 2022

BUY
$387.01 - $505.58 $171,058 - $223,466
442 New
442 $222,000
Q4 2020

Mar 05, 2021

SELL
$303.68 - $356.82 $112,665 - $132,380
-371 Closed
0 $0
Q3 2020

Nov 19, 2020

BUY
$291.16 - $323.7 $108,020 - $120,092
371 New
371 $116,000

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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