UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

TruWealth Advisors, LLC's Holding History (CIK: 0001834985)

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

Q4 2025
Shares 725 Value ($000) $239 Avg Close $337.21 Range $302.50 - $378.46
Q3 2025
Shares 725 Value ($000) $250 Avg Close $298.94 Range $231.57 - $357.63
Q1 2025
Shares 497 Value ($000) $260 Avg Close $499.48 Range $427.96 - $540.60
Q4 2024
Shares 506 Value ($000) $256 Avg Close $552.89 Range $464.38 - $613.22
Q3 2024
Shares 564 Value ($000) $330 Avg Close $548.30 Range $469.38 - $588.97
Q2 2024
Shares 615 Value ($000) $313 Avg Close $473.12 Range $420.98 - $509.52
Q1 2024
Shares 24,620 Value ($000) $12,179 Avg Close $488.97 Range $449.89 - $527.55
Q4 2023
Shares 34,765 Value ($000) $18,303 Avg Close $511.31 Range $481.83 - $533.02
Q3 2023
Shares 35,004 Value ($000) $17,648 Avg Close $469.94 Range $426.58 - $492.38
Q2 2023
Shares 34,145 Value ($000) $16,412 Avg Close $464.88 Range $423.41 - $503.95
Q1 2023
Shares 33,649 Value ($000) $15,902 Avg Close $457.25 Range $434.73 - $497.60
Q4 2022
Shares 31,772 Value ($000) $16,845 Avg Close $500.41 Range $460.31 - $526.71
Q3 2022
Shares 31,543 Value ($000) $15,931 Avg Close $495.09 Range $463.11 - $520.39
Q2 2022
Shares 30,744 Value ($000) $15,791 Avg Close $471.05 Range $423.08 - $518.69
Q1 2022
Shares 24,319 Value ($000) $12,402 Avg Close $451.15 Range $416.63 - $489.25
Q4 2021
Shares 25,545 Value ($000) $12,827 Avg Close $422.19 Range $356.94 - $475.98
Q3 2021
Shares 24,770 Value ($000) $9,679 Avg Close $384.84 Range $363.78 - $400.47
Q2 2021
Shares 24,501 Value ($000) $9,811 Avg Close $369.03 Range $333.51 - $394.04
Q1 2021
Shares 23,815 Value ($000) $8,861 Avg Close $319.66 Range $295.28 - $351.97
Q4 2020
Shares 22,439 Value ($000) $7,869 Avg Close $308.19 Range $275.16 - $337.94