UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Octavia Wealth Advisors, LLC's Holding History (CIK: 0001841259)

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

Q4 2025
Shares 1,387 Value ($000) $458 Avg Close $337.21 Range $302.50 - $378.46
Q3 2025
Shares 1,309 Value ($000) $452 Avg Close $298.94 Range $231.57 - $357.63
Q2 2025
Shares 1,174 Value ($000) $366 Avg Close $374.94 Range $243.94 - $594.32
Q1 2025
Shares 726 Value ($000) $380 Avg Close $499.48 Range $427.96 - $540.60
Q4 2024
Shares 682 Value ($000) $345 Avg Close $552.89 Range $464.38 - $613.22
Q3 2024
Shares 776 Value ($000) $454 Avg Close $548.30 Range $469.38 - $588.97
Q2 2024
Shares 830 Value ($000) $423 Avg Close $473.12 Range $420.98 - $509.52
Q1 2024
Shares 813 Value ($000) $402 Avg Close $488.97 Range $449.89 - $527.55
Q4 2023
Shares 869 Value ($000) $458 Avg Close $511.31 Range $481.83 - $533.02
Q3 2023
Shares 837 Value ($000) $422 Avg Close $469.94 Range $426.58 - $492.38
Q2 2023
Shares 768 Value ($000) $369 Avg Close $464.88 Range $423.41 - $503.95
Q1 2023
Shares 756 Value ($000) $357 Avg Close $457.25 Range $434.73 - $497.60
Q4 2022
Shares 691 Value ($000) $366 Avg Close $500.41 Range $460.31 - $526.71
Q3 2022
Shares 723 Value ($000) $365 Avg Close $495.09 Range $463.11 - $520.39
Q2 2022
Shares 740 Value ($000) $380 Avg Close $471.05 Range $423.08 - $518.69
Q1 2022
Shares 680 Value ($000) $347 Avg Close $451.15 Range $416.63 - $489.25
Q4 2021
Shares 729 Value ($000) $366 Avg Close $422.19 Range $356.94 - $475.98
Q3 2021
Shares 686 Value ($000) $266 Avg Close $384.84 Range $363.78 - $400.47