UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Xcel Wealth Management, LLC's Holding History (CIK: 0001791002)

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

Q1 2025

Shares 505 Value ($000) $264 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 610 Value ($000) $309 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 610 Value ($000) $357 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 610 Value ($000) $311 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 622 Value ($000) $308 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 706 Value ($000) $372 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 708 Value ($000) $357 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 963 Value ($000) $463 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 933 Value ($000) $441 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 923 Value ($000) $489 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 1,528 Value ($000) $772 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 1,808 Value ($000) $929 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 1,792 Value ($000) $914 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 1,812 Value ($000) $910 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 1,806 Value ($000) $706 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 2,306 Value ($000) $923 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 2,661 Value ($000) $990 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 2,671 Value ($000) $936 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 2,971 Value ($000) $926 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 3,531 Value ($000) $1,041 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 3,800 Value ($000) $947 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 4,100 Value ($000) $1,205 Avg Close $236.60 Range $191.58 - $272.04

Q3 2019

Shares 4,100 Value ($000) $891 Avg Close $217.12 Range $192.52 - $241.58

Q2 2019

Shares 1,500 Value ($000) $366 Avg Close $215.47 Range $186.25 - $227.91

Period	Shares	Value ($000)	Average Close	Price Range
Q1 2025	505	$264	$499.48	$427.96 - $540.60
Q4 2024	610	$309	$552.89	$464.38 - $613.22
Q3 2024	610	$357	$548.30	$469.38 - $588.97
Q2 2024	610	$311	$473.12	$420.98 - $509.52
Q1 2024	622	$308	$488.97	$449.89 - $527.55
Q4 2023	706	$372	$511.31	$481.83 - $533.02
Q3 2023	708	$357	$469.94	$426.58 - $492.38
Q2 2023	963	$463	$464.88	$423.41 - $503.95
Q1 2023	933	$441	$457.25	$434.73 - $497.60
Q4 2022	923	$489	$500.41	$460.31 - $526.71
Q3 2022	1,528	$772	$495.09	$463.11 - $520.39
Q2 2022	1,808	$929	$471.05	$423.08 - $518.69
Q1 2022	1,792	$914	$451.15	$416.63 - $489.25
Q4 2021	1,812	$910	$422.19	$356.94 - $475.98
Q3 2021	1,806	$706	$384.84	$363.78 - $400.47
Q2 2021	2,306	$923	$369.03	$333.51 - $394.04
Q1 2021	2,661	$990	$319.66	$295.28 - $351.97
Q4 2020	2,671	$936	$308.19	$275.16 - $337.94
Q3 2020	2,971	$926	$281.21	$262.60 - $296.87
Q2 2020	3,531	$1,041	$261.11	$205.85 - $287.65
Q1 2020	3,800	$947	$249.73	$170.96 - $278.13
Q4 2019	4,100	$1,205	$236.60	$191.58 - $272.04
Q3 2019	4,100	$891	$217.12	$192.52 - $241.58
Q2 2019	1,500	$366	$215.47	$186.25 - $227.91