David Katz - Matrix Asset Advisors Inc
Holding/activity history for United Health Group Inc. (UNH)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 0 | 0.00 | Sell 100.00% | 0.02 | SEC | ||
| 2025 Q4 | 721 | 0.02 | Reduce 3.22% | <0.01 | $329.97 | $237,911 | SEC |
| 2025 Q3 | 745 | 0.02 | Buy | 0.02 | $345.14 | $257,127 | SEC |
| 2025 Q2 | 0 | 0.00 | Sell 100.00% | 1.00 | SEC | ||
| 2025 Q1 | 17,384 | 1.00 | Reduce 0.16% | <0.01 | $523.75 | $9,104,868 | SEC |
| 2024 Q4 | 17,411 | 0.96 | Reduce 29.00% | 0.46 | $505.86 | $8,807,528 | SEC |
| 2024 Q3 | 24,523 | 1.59 | Reduce 1.46% | 0.02 | $584.68 | $14,338,108 | SEC |
| 2024 Q2 | 24,886 | 1.51 | Reduce 0.39% | <0.01 | $509.24 | $12,673,000 | SEC |
| 2024 Q1 | 24,983 | 1.48 | Add 32.55% | 0.36 | $494.70 | $12,359,090 | SEC |
| 2023 Q4 | 18,848 | 1.26 | Reduce 0.66% | <0.01 | $526.47 | $9,922,907 | SEC |
| 2023 Q3 | 18,973 | 1.36 | Add 168.82% | 0.85 | $504.19 | $9,565,997 | SEC |
| 2023 Q2 | 7,058 | 0.47 | Buy | 0.47 | $480.64 | $3,392,357 | SEC |
| 2017 Q1 | 0 | 0.00 | Sell 100.00% | 0.11 | SEC | ||
| 2016 Q4 | 4,043 | 0.11 | Reduce 1.34% | <0.01 | $160.03 | $647,000 | SEC |
| 2016 Q3 | 4,098 | 0.10 | Buy | 0.10 | $140.07 | $574,000 | SEC |
| 2005 Q1 | 0 | 0.00 | Sell 100.00% | 0.07 | SEC | ||
| 2004 Q4 | 10,100 | 0.07 | Buy | 0.07 | $88.02 | $889,000 | SEC |
| 2003 Q1 | 0 | 0.00 | Sell 100.00% | 0.52 | SEC | ||
| 2002 Q4 | 39,400 | 0.52 | Buy | 0.52 | $83.50 | $3,290,000 | SEC |
| 2002 Q3 | 0 | 0.00 | Sell 100.00% | 0.04 | SEC | ||
| 2002 Q2 | 2,570 | 0.04 | Buy | 0.04 | $91.44 | $235,000 | SEC |
| 2000 Q2 | 0 | 0.00 | Sell 100.00% | 0.14 | SEC | ||
| 2000 Q1 | 6,150 | 0.14 | Buy | 0.14 | $59.67 | $367,000 | SEC |