UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

IVC Wealth Advisors LLC's Holding History (CIK: 0001842811)

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

Q4 2025
Shares 648 Value ($000) $214 Avg Close $337.21 Range $302.50 - $378.46
Q3 2025
Shares 643 Value ($000) $222 Avg Close $298.94 Range $231.57 - $357.63
Q2 2025
Shares 1,452 Value ($000) $453 Avg Close $374.94 Range $243.94 - $594.32
Q1 2025
Shares 1,566 Value ($000) $820 Avg Close $499.48 Range $427.96 - $540.60
Q4 2024
Shares 1,635 Value ($000) $827 Avg Close $552.89 Range $464.38 - $613.22
Q3 2024
Shares 1,887 Value ($000) $1,103 Avg Close $548.30 Range $469.38 - $588.97
Q2 2024
Shares 1,905 Value ($000) $970 Avg Close $473.12 Range $420.98 - $509.52
Q1 2024
Shares 1,868 Value ($000) $924 Avg Close $488.97 Range $449.89 - $527.55
Q4 2023
Shares 1,960 Value ($000) $1,032 Avg Close $511.31 Range $481.83 - $533.02
Q3 2023
Shares 1,939 Value ($000) $978 Avg Close $469.94 Range $426.58 - $492.38
Q2 2023
Shares 1,944 Value ($000) $934 Avg Close $464.88 Range $423.41 - $503.95
Q1 2023
Shares 1,904 Value ($000) $900 Avg Close $457.25 Range $434.73 - $497.60
Q4 2022
Shares 4,774 Value ($000) $1,040 Avg Close $500.41 Range $460.31 - $526.71
Q3 2022
Shares 1,974 Value ($000) $997 Avg Close $495.09 Range $463.11 - $520.39
Q2 2022
Shares 1,966 Value ($000) $1,010 Avg Close $471.05 Range $423.08 - $518.69
Q1 2022
Shares 2,228 Value ($000) $1,136 Avg Close $451.15 Range $416.63 - $489.25
Q4 2021
Shares 2,116 Value ($000) $1,062 Avg Close $422.19 Range $356.94 - $475.98
Q3 2021
Shares 2,270 Value ($000) $887 Avg Close $384.84 Range $363.78 - $400.47
Q2 2021
Shares 2,272 Value ($000) $910 Avg Close $369.03 Range $333.51 - $394.04
Q1 2021
Shares 2,286 Value ($000) $850 Avg Close $319.66 Range $295.28 - $351.97
Q4 2020
Shares 2,233 Value ($000) $783 Avg Close $308.19 Range $275.16 - $337.94