UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

IBEX WEALTH ADVISORS's Holding History (CIK: 0001686242)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 23,330 Value ($000) $7,701 Avg Close $337.21 Range $302.50 - $378.46

Q3 2025

Shares 22,642 Value ($000) $7,818 Avg Close $298.94 Range $231.57 - $357.63

Q3 2024

Shares 21,923 Value ($000) $1,600 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 410 Value ($000) $209 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 18,103 Value ($000) $10 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 10 Value ($000) $5 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 9,274 Value ($000) $5 Avg Close $469.94 Range $426.58 - $492.38

Q1 2023

Shares 13,766 Value ($000) $7 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 18,103 Value ($000) $10 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 18,253 Value ($000) $9,219 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 18,637 Value ($000) $9,573 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 18,809 Value ($000) $9,592 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 14,651 Value ($000) $7,357 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 14,494 Value ($000) $5,663 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 13,496 Value ($000) $5,404 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 12,897 Value ($000) $4,798 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 12,607 Value ($000) $4,421 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 12,199 Value ($000) $3,803 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 18,673 Value ($000) $5,507 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 12,206 Value ($000) $3,044 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 12,756 Value ($000) $3,750 Avg Close $236.60 Range $191.58 - $272.04

Q3 2019

Shares 13,291 Value ($000) $2,888 Avg Close $217.12 Range $192.52 - $241.58

Q2 2019

Shares 13,488 Value ($000) $3,291 Avg Close $215.47 Range $186.25 - $227.91

Q1 2019

Shares 15,360 Value ($000) $3,798 Avg Close $227.63 Range $209.12 - $242.99

Q4 2018

Shares 23,472 Value ($000) $5,847 Avg Close $235.05 Range $206.71 - $256.77

Q3 2018

Shares 29,328 Value ($000) $7,892 Avg Close $230.64 Range $216.27 - $241.03

Q2 2018

Shares 29,109 Value ($000) $6,322 Avg Close $212.11 Range $189.47 - $226.77

Q1 2018

Shares 29,109 Value ($000) $6,322 Avg Close $201.13 Range $183.43 - $220.66

Q4 2017

Shares 30,651 Value ($000) $6,889 Avg Close $186.06 Range $163.10 - $203.93

Q3 2017

Shares 31,680 Value ($000) $6,219 Avg Close $168.94 Range $160.62 - $176.05

Q2 2017

Shares 32,282 Value ($000) $6,035 Avg Close $152.68 Range $142.90 - $164.81

Q1 2017

Shares 31,322 Value ($000) $5,180 Avg Close $142.11 Range $135.29 - $149.76

Q4 2016

Shares 30,461 Value ($000) $4,833 Avg Close $129.15 Range $114.85 - $142.15

Q3 2016

Shares 30,268 Value ($000) $4,238,000 Avg Close $120.51 Range $114.30 - $124.16

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	23,330	$7,701	$337.21	$302.50 - $378.46
Q3 2025	22,642	$7,818	$298.94	$231.57 - $357.63
Q3 2024	21,923	$1,600	$548.30	$469.38 - $588.97
Q2 2024	410	$209	$473.12	$420.98 - $509.52
Q1 2024	18,103	$10	$488.97	$449.89 - $527.55
Q4 2023	10	$5	$511.31	$481.83 - $533.02
Q3 2023	9,274	$5	$469.94	$426.58 - $492.38
Q1 2023	13,766	$7	$457.25	$434.73 - $497.60
Q4 2022	18,103	$10	$500.41	$460.31 - $526.71
Q3 2022	18,253	$9,219	$495.09	$463.11 - $520.39
Q2 2022	18,637	$9,573	$471.05	$423.08 - $518.69
Q1 2022	18,809	$9,592	$451.15	$416.63 - $489.25
Q4 2021	14,651	$7,357	$422.19	$356.94 - $475.98
Q3 2021	14,494	$5,663	$384.84	$363.78 - $400.47
Q2 2021	13,496	$5,404	$369.03	$333.51 - $394.04
Q1 2021	12,897	$4,798	$319.66	$295.28 - $351.97
Q4 2020	12,607	$4,421	$308.19	$275.16 - $337.94
Q3 2020	12,199	$3,803	$281.21	$262.60 - $296.87
Q2 2020	18,673	$5,507	$261.11	$205.85 - $287.65
Q1 2020	12,206	$3,044	$249.73	$170.96 - $278.13
Q4 2019	12,756	$3,750	$236.60	$191.58 - $272.04
Q3 2019	13,291	$2,888	$217.12	$192.52 - $241.58
Q2 2019	13,488	$3,291	$215.47	$186.25 - $227.91
Q1 2019	15,360	$3,798	$227.63	$209.12 - $242.99
Q4 2018	23,472	$5,847	$235.05	$206.71 - $256.77
Q3 2018	29,328	$7,892	$230.64	$216.27 - $241.03
Q2 2018	29,109	$6,322	$212.11	$189.47 - $226.77
Q1 2018	29,109	$6,322	$201.13	$183.43 - $220.66
Q4 2017	30,651	$6,889	$186.06	$163.10 - $203.93
Q3 2017	31,680	$6,219	$168.94	$160.62 - $176.05
Q2 2017	32,282	$6,035	$152.68	$142.90 - $164.81
Q1 2017	31,322	$5,180	$142.11	$135.29 - $149.76
Q4 2016	30,461	$4,833	$129.15	$114.85 - $142.15
Q3 2016	30,268	$4,238,000	$120.51	$114.30 - $124.16