Regent Peak Wealth Advisors LLC Unitedhealth Group Inc Transaction History

Regent Peak Wealth Advisors LLC

  • $449 Million
  • Q4 2024

A detailed history of Regent Peak Wealth Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 2,268 shares of UNH stock, worth $1.18 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,268
Previous 5,852 61.24%
Holding current value
$1.18 Million
Previous $3.42 Million 66.47%
% of portfolio
0.26%
Previous 0.78%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 07, 2025
SELL
$485.52 - $625.25 $1.74 Million - $2.24 Million
-3,584 Reduced 61.24%
2,268 $1.15 Million
Q3 2024

Oct 16, 2024
SELL
$488.01 - $604.18 $291,829 - $361,299
-598 Reduced 9.27%
5,852 $3.42 Million
Q2 2024

Aug 14, 2024
SELL
$439.2 - $524.63 $30,304 - $36,199
-69 Reduced 1.06%
6,450 $3.28 Million
Q1 2024

May 01, 2024
BUY
$472.6 - $545.42 $144,143 - $166,353
305 Added 4.91%
6,519 $3.22 Million
Q4 2023

Jan 23, 2024
BUY
$509.47 - $552.97 $1.74 Million - $1.88 Million
3,407 Added 121.38%
6,214 $3.27 Million
Q3 2023

Nov 03, 2023
BUY
$447.75 - $510.93 $414,168 - $472,610
925 Added 49.15%
2,807 $1.42 Million
Q2 2023

Jul 19, 2023
SELL
$458.49 - $526.23 $29,801 - $34,204
-65 Reduced 3.34%
1,882 $904,000
Q1 2023

Apr 24, 2023
SELL
$460.33 - $518.33 $130,733 - $147,205
-284 Reduced 12.73%
1,947 $920,000
Q4 2022

Feb 08, 2023
SELL
$498.86 - $555.15 $75,826 - $84,382
-152 Reduced 6.38%
2,231 $1.18 Million
Q3 2022

Nov 14, 2022
SELL
$501.24 - $549.95 $1.33 Million - $1.46 Million
-2,649 Reduced 52.64%
2,383 $1.2 Million
Q2 2022

Aug 11, 2022
SELL
$452.06 - $546.01 $82,726 - $99,919
-183 Reduced 3.51%
5,032 $2.58 Million
Q1 2022

May 03, 2022
BUY
$455.89 - $520.82 $137,222 - $156,766
301 Added 6.13%
5,215 $2.66 Million
Q4 2021

Feb 11, 2022
BUY
$387.01 - $505.58 $1.3 Million - $1.7 Million
3,356 Added 215.4%
4,914 $2.47 Million
Q3 2021

Nov 08, 2021
BUY
$390.74 - $429.71 $12,112 - $13,321
31 Added 2.03%
1,558 $609,000
Q2 2021

Aug 16, 2021
SELL
$364.37 - $420.89 $17,489 - $20,202
-48 Reduced 3.05%
1,527 $630,000
Q1 2021

Apr 28, 2021
SELL
$324.34 - $379.06 $1.76 Million - $2.06 Million
-5,427 Reduced 77.51%
1,575 $586,000
Q4 2020

Feb 12, 2021
BUY
$303.68 - $356.82 $712,129 - $836,742
2,345 Added 50.35%
7,002 $2.46 Million
Q3 2020

Nov 04, 2020
BUY
$291.16 - $323.7 $1.07 Million - $1.19 Million
3,667 Added 370.4%
4,657 $1.45 Million
Q2 2020

Aug 05, 2020
SELL
$229.49 - $311.85 $145,496 - $197,712
-634 Reduced 39.04%
990 $292,000
Q1 2020

Apr 27, 2020
SELL
$194.86 - $305.31 $15,783 - $24,730
-81 Reduced 4.75%
1,624 $405,000
Q4 2019

Feb 14, 2020
BUY
$215.36 - $295.97 $367,188 - $504,628
1,705 New
1,705 $501,000

Others Institutions Holding UNH

# of Institutions
3,842
Shares Held
770M
Call Options Held
6.76M
Put Options Held
7.03M
View Full List

About UNITEDHEALTH GROUP INC

UNH Quotes by TradingView
  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $487B
  • 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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