EP WEALTH ADVISORS, LLC – UnitedHealth Group Incorporated Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$22.42M
portfolio value
EP WEALTH ADVISORS, LLC quarter portfolio value change:
-1.67%
quarter
UnitedHealth Group Incorporated 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +48.97% | 14.59K shares | 7.11M | $505.04 | 44.41K |
| Q2 2022 | share | Increase | +7.59% | 2.10K shares | 1.18M | $513.63 | 29.81K |
| Q1 2022 | share | Decrease | -0.84% | -236 shares | 99K | $509.97 | 27.70K |
| Q4 2021 | share | Decrease | -5.79% | -1.71K shares | 2.44M | $504.43 | 27.94K |
| Q3 2021 | share | Decrease | -6.05% | -1.91K shares | -1.05M | $389.48 | 29.66K |
| Q2 2021 | share | Decrease | -6.63% | -2.24K shares | 62K | $397.72 | 31.57K |
| Q1 2021 | share | Increase | +1275.71% | 31.35K shares | 11.71M | $368.18 | 33.81K |
| Q4 2020 | share | Increase | +11.32% | 250 shares | 174K | $345.8 | 2.45K |
| Q3 2020 | share | Decrease | -39.19% | -1.42K shares | -383K | $306.33 | 2.20K |
| Q2 2020 | share | Increase | +45.53% | 1.13K shares | 449K | $288.61 | 3.63K |
| Q1 2020 | share | Increase | +162.63% | 1.54K shares | 343K | $242.98 | 2.49K |
| Q4 2019 | share | Increase | 0.00% | 950 shares | 279K | $285.3 | 950 |
| Q3 2019 | share | Decrease | -100.00% | -1.40K shares | -342K | $210.09 | 0 |
| Q2 2019 | share | Decrease | -0.99% | -14 shares | -8K | $234.81 | 1.40K |
| Q1 2019 | share | Increase | 0.00% | 1.41K shares | 350K | $236.89 | 1.41K |