David Katz - Matrix Asset Advisors
Holding/activity history for United Health Group Inc. (UNH)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 24,523 | 1.59 | Reduce 1.46% | 0.02 | $584.68 |
| 2024 Q2 | 24,886 | 1.51 | Reduce 0.39% | 0.01 | $509.24 |
| 2024 Q1 | 24,983 | 1.48 | Add 32.55% | 0.36 | $494.70 |
| 2023 Q4 | 18,848 | 1.26 | Reduce 0.66% | 0.01 | $526.47 |
| 2023 Q3 | 18,973 | 1.36 | Add 168.82% | 0.85 | $504.19 |
| 2023 Q2 | 7,058 | 0.47 | Buy | 0.47 | $480.59 |