A detailed history of Traphagen Investment Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 1,005 shares of UNH stock, worth $512,539. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,005
Previous 998 0.7%
Holding current value
$512,539
Previous $508,000 15.55%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 21, 2024

BUY
$488.01 - $604.18 $3,416 - $4,229
7 Added 0.7%
1,005 $587,000
Q2 2024

Jul 23, 2024

SELL
$439.2 - $524.63 $3,074 - $3,672
-7 Reduced 0.7%
998 $508,000
Q1 2024

May 15, 2024

BUY
$472.6 - $545.42 $474,963 - $548,147
1,005 New
1,005 $497 Million
Q4 2023

Jun 17, 2024

BUY
$509.47 - $552.97 $22,926 - $24,883
45 Added 4.48%
1,050 $553 Million
Q3 2023

Jun 17, 2024

SELL
$447.75 - $510.93 $66,267 - $75,617
-148 Reduced 14.73%
857 $432 Million
Q2 2023

Jun 17, 2024

SELL
$458.49 - $526.23 $58,228 - $66,831
-127 Reduced 12.64%
878 $422 Million
Q1 2023

Jun 17, 2024

BUY
$460.33 - $518.33 $38,207 - $43,021
83 Added 10.59%
867 $410 Million
Q4 2022

Jun 17, 2024

SELL
$498.86 - $555.15 $110,248 - $122,688
-221 Reduced 21.99%
784 $416 Million
Q3 2022

Jun 17, 2024

SELL
$501.24 - $549.95 $13,533 - $14,848
-27 Reduced 3.43%
760 $384 Million
Q2 2022

Jun 17, 2024

SELL
$452.06 - $546.01 $98,549 - $119,030
-218 Reduced 21.69%
787 $404 Million
Q1 2022

Jun 17, 2024

BUY
$455.89 - $520.82 $26,897 - $30,728
59 Added 8.91%
721 $367 Million
Q4 2021

Jun 17, 2024

SELL
$387.01 - $505.58 $132,744 - $173,413
-343 Reduced 34.13%
662 $332 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $477B
  • 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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