A detailed history of Acorn Financial Advisory Services Inc transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 452 shares of UNH stock, worth $221,430. This represents 0.05% of its overall portfolio holdings.

Number of Shares
452
Previous 457 1.09%
Holding current value
$221,430
Previous $240,000 7.08%
% of portfolio
0.05%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$472.6 - $545.42 $2,363 - $2,727
-5 Reduced 1.09%
452 $223,000
Q3 2023

Oct 10, 2023

SELL
$447.75 - $510.93 $7,164 - $8,174
-16 Reduced 3.38%
457 $230,000
Q2 2023

Jul 20, 2023

BUY
$458.49 - $526.23 $3,667 - $4,209
8 Added 1.72%
473 $227,000
Q1 2023

Apr 26, 2023

BUY
$460.33 - $518.33 $1,841 - $2,073
4 Added 0.87%
465 $219,000
Q4 2022

Jan 20, 2023

BUY
$498.86 - $555.15 $9,478 - $10,547
19 Added 4.3%
461 $0
Q3 2022

Oct 12, 2022

SELL
$501.24 - $549.95 $29,573 - $32,447
-59 Reduced 11.78%
442 $223,000
Q2 2022

Jul 12, 2022

BUY
$452.06 - $546.01 $23,055 - $27,846
51 Added 11.33%
501 $257,000
Q4 2021

Jan 31, 2022

BUY
$387.01 - $505.58 $174,154 - $227,511
450 New
450 $226,000
Q3 2021

Nov 15, 2021

SELL
$390.74 - $429.71 $259,842 - $285,757
-665 Closed
0 $0
Q2 2021

Jul 23, 2021

BUY
$364.37 - $420.89 $11,659 - $13,468
32 Added 5.06%
665 $266,000
Q1 2021

Apr 12, 2021

SELL
$324.34 - $379.06 $2,270 - $2,653
-7 Reduced 1.09%
633 $236,000
Q4 2020

Jan 25, 2021

BUY
$303.68 - $356.82 $194,355 - $228,364
640 New
640 $225,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $458B
  • 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 Acorn Financial Advisory Services Inc Portfolio

Follow Acorn Financial Advisory Services Inc 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 Acorn Financial Advisory Services Inc , based on Form 13F filings with the SEC.

News

Stay updated on Acorn Financial Advisory Services Inc with notifications on news.