A detailed history of Values Added Financial LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Values Added Financial LLC holds 995 shares of UNH stock, worth $497,629. This represents 0.37% of its overall portfolio holdings.

Number of Shares
995
Previous 960 3.65%
Holding current value
$497,629
Previous $489 Million 19.0%
% of portfolio
0.37%
Previous 0.35%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$488.01 - $604.18 $17,080 - $21,146
35 Added 3.65%
995 $582 Million
Q2 2024

Jul 30, 2024

BUY
$439.2 - $524.63 $28,987 - $34,625
66 Added 7.38%
960 $489 Million
Q1 2024

Apr 25, 2024

SELL
$472.6 - $545.42 $77,979 - $89,994
-165 Reduced 15.58%
894 $442 Million
Q4 2023

Jan 18, 2024

BUY
$509.47 - $552.97 $82,534 - $89,581
162 Added 18.06%
1,059 $558 Million
Q3 2023

Oct 19, 2023

SELL
$447.75 - $510.93 $8,059 - $9,196
-18 Reduced 1.97%
897 $452 Million
Q2 2023

Jul 24, 2023

BUY
$458.49 - $526.23 $419,518 - $481,500
915 New
915 $440 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $468B
  • Description
  • UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...
More about UNH
Track This Portfolio

Track Values Added Financial LLC Portfolio

Follow Values Added Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Values Added Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Values Added Financial LLC with notifications on news.