XCEL WEALTH MANAGEMENT, LLC – UnitedHealth Group Incorporated Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$772,000
portfolio value
XCEL WEALTH 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 | Decrease | -15.49% | -280 shares | -157K | $505.04 | 1.52K |
| Q2 2022 | share | Increase | +0.89% | 16 shares | 15K | $513.63 | 1.80K |
| Q1 2022 | share | Decrease | -1.10% | -20 shares | 4K | $509.97 | 1.79K |
| Q4 2021 | share | Increase | +0.33% | 6 shares | 204K | $504.43 | 1.81K |
| Q3 2021 | share | Decrease | -21.68% | -500 shares | -217K | $389.48 | 1.80K |
| Q2 2021 | share | Decrease | -13.34% | -355 shares | -67K | $397.72 | 2.30K |
| Q1 2021 | share | Decrease | -0.37% | -10 shares | 54K | $368.18 | 2.66K |
| Q4 2020 | share | Decrease | -10.10% | -300 shares | 10K | $345.8 | 2.67K |
| Q3 2020 | share | Decrease | -15.86% | -560 shares | -115K | $306.33 | 2.97K |
| Q2 2020 | share | Decrease | -7.08% | -269 shares | 94K | $288.61 | 3.53K |
| Q1 2020 | share | Decrease | -7.32% | -300 shares | -258K | $242.98 | 3.8K |
| Q4 2019 | share | 0.00% | 0 shares | 314K | $285.3 | 4.1K | |
| Q3 2019 | share | Increase | +173.33% | 2.6K shares | 525K | $210.09 | 4.1K |
| Q2 2019 | share | Increase | 0.00% | 1.5K shares | 366K | $234.81 | 1.5K |