UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q4 2025
Shares 5,306 Value ($000) $1,751 Avg Close $337.21 Range $302.50 - $378.46
Q3 2025
Shares 5,282 Value ($000) $1,824 Avg Close $298.94 Range $231.57 - $357.63
Q2 2025
Shares 5,262 Value ($000) $1,641 Avg Close $374.94 Range $243.94 - $594.32
Q1 2024
Shares 117 Value ($000) $58 Avg Close $488.97 Range $449.89 - $527.55
Q4 2023
Shares 117 Value ($000) $62 Avg Close $511.31 Range $481.83 - $533.02
Q3 2023
Shares 117 Value ($000) $59 Avg Close $469.94 Range $426.58 - $492.38
Q2 2023
Shares 117 Value ($000) $56 Avg Close $464.88 Range $423.41 - $503.95
Q1 2023
Shares 121 Value ($000) $57 Avg Close $457.25 Range $434.73 - $497.60
Q4 2022
Shares 117 Value ($000) $62 Avg Close $500.41 Range $460.31 - $526.71
Q3 2022
Shares 76 Value ($000) $38 Avg Close $495.09 Range $463.11 - $520.39
Q2 2022
Shares 76 Value ($000) $39 Avg Close $471.05 Range $423.08 - $518.69
Q1 2022
Shares 538 Value ($000) $274 Avg Close $451.15 Range $416.63 - $489.25
Q4 2021
Shares 538 Value ($000) $270 Avg Close $422.19 Range $356.94 - $475.98
Q3 2021
Shares 538 Value ($000) $210 Avg Close $384.84 Range $363.78 - $400.47
Q2 2021
Shares 538 Value ($000) $215 Avg Close $369.03 Range $333.51 - $394.04
Q1 2021
Shares 588 Value ($000) $219 Avg Close $319.66 Range $295.28 - $351.97