A detailed history of Evernest Financial Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 3,431 shares of UNH stock, worth $2.05 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
3,431
Previous 3,515 2.39%
Holding current value
$2.05 Million
Previous $1.79 Million 12.07%
% of portfolio
0.55%
Previous 0.82%

Shares

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

Oct 21, 2024

SELL
$488.01 - $604.18 $40,992 - $50,751
-84 Reduced 2.39%
3,431 $2.01 Million
Q2 2024

Aug 07, 2024

BUY
$439.2 - $524.63 $52,704 - $62,955
120 Added 3.53%
3,515 $1.79 Million
Q1 2024

May 10, 2024

BUY
$472.6 - $545.42 $71,835 - $82,903
152 Added 4.69%
3,395 $1.7 Billion
Q4 2023

May 10, 2024

BUY
$509.47 - $552.97 $61,136 - $66,356
120 Added 3.53%
3,515 $1.85 Billion
Q4 2021

Feb 13, 2024

BUY
$387.01 - $505.58 $1.26 Million - $1.64 Million
3,243 New
3,243 $1.68 Billion

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $559B
  • 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
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