INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC – UnitedHealth Group Incorporated Transaction History
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC portfolio value:
$4.83M
portfolio value
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, 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 | +1.22% | 115 shares | -23K | $505.04 | 9.58K |
| Q2 2022 | share | Increase | +1.99% | 185 shares | 129K | $513.63 | 9.46K |
| Q1 2022 | share | Decrease | -0.66% | -62 shares | 41K | $509.97 | 9.28K |
| Q4 2021 | share | Decrease | -15.13% | -1.66K shares | 390K | $504.43 | 9.34K |
| Q3 2021 | share | Decrease | -2.06% | -231 shares | -200K | $389.48 | 11.00K |
| Q2 2021 | share | Increase | +7.47% | 781 shares | 610K | $397.72 | 11.23K |
| Q1 2021 | share | Increase | +6.91% | 676 shares | 461K | $368.18 | 10.45K |
| Q4 2020 | share | Decrease | -8.69% | -931 shares | 90K | $345.8 | 9.78K |
| Q3 2020 | share | Decrease | -22.23% | -3.06K shares | -723K | $306.33 | 10.71K |
| Q2 2020 | share | Decrease | -6.93% | -1.02K shares | 372K | $288.61 | 13.77K |
| Q1 2020 | share | Increase | +12.50% | 1.64K shares | -177K | $242.98 | 14.80K |
| Q4 2019 | share | Decrease | -15.67% | -2.44K shares | 477K | $285.3 | 13.15K |
| Q3 2019 | share | Decrease | -2.24% | -357 shares | -503K | $210.09 | 15.60K |
| Q2 2019 | share | Increase | +10.85% | 1.56K shares | 335K | $234.81 | 15.95K |
| Q1 2019 | share | Increase | +1.66% | 235 shares | 31K | $236.89 | 14.39K |
| Q4 2018 | share | Decrease | -6.71% | -1.01K shares | -511K | $237.77 | 14.16K |
| Q3 2018 | share | Decrease | -0.31% | -47 shares | 303K | $253.11 | 15.18K |
| Q2 2018 | share | Decrease | -7.82% | -1.29K shares | 201K | $232.64 | 15.22K |
| Q1 2018 | share | Decrease | -23.05% | -4.94K shares | -1.19M | $202.21 | 16.51K |
| Q4 2017 | share | Increase | +10.96% | 2.12K shares | 944K | $207.63 | 21.46K |
| Q3 2017 | share | Increase | +4.64% | 857 shares | 361K | $183.84 | 19.34K |
| Q2 2017 | share | Decrease | -5.12% | -998 shares | 232K | $173.4 | 18.48K |
| Q1 2017 | share | Increase | 0.00% | 19.48K shares | 3.19M | $152.74 | 19.48K |