A detailed history of Affiance Financial, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Affiance Financial, LLC holds 5,968 shares of UNH stock, worth $3.52 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
5,968
Previous 7,961 25.03%
Holding current value
$3.52 Million
Previous $3.94 Million 22.83%
% of portfolio
0.8%
Previous 1.08%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

SELL
$439.2 - $524.63 $875,325 - $1.05 Million
-1,993 Reduced 25.03%
5,968 $3.04 Million
Q1 2024

Apr 15, 2024

BUY
$472.6 - $545.42 $54,821 - $63,268
116 Added 1.48%
7,961 $3.94 Million
Q4 2023

Jan 09, 2024

SELL
$509.47 - $552.97 $6,623 - $7,188
-13 Reduced 0.17%
7,845 $4.13 Million
Q3 2023

Oct 11, 2023

SELL
$447.75 - $510.93 $3,582 - $4,087
-8 Reduced 0.1%
7,858 $3.96 Million
Q2 2023

Jul 11, 2023

BUY
$458.49 - $526.23 $4,126 - $4,736
9 Added 0.11%
7,866 $3.78 Million
Q1 2023

Apr 18, 2023

SELL
$460.33 - $518.33 $19,333 - $21,769
-42 Reduced 0.53%
7,857 $3.71 Million
Q4 2022

Jan 20, 2023

BUY
$498.86 - $555.15 $40,906 - $45,522
82 Added 1.05%
7,899 $0
Q3 2022

Oct 27, 2022

SELL
$501.24 - $549.95 $16,540 - $18,148
-33 Reduced 0.42%
7,817 $3.95 Million
Q2 2022

Jul 14, 2022

BUY
$452.06 - $546.01 $1.64 Million - $1.98 Million
3,627 Added 85.89%
7,850 $4.03 Million
Q1 2022

Apr 12, 2022

SELL
$455.89 - $520.82 $174,605 - $199,474
-383 Reduced 8.32%
4,223 $2.15 Million
Q4 2021

Feb 01, 2022

SELL
$387.01 - $505.58 $26,703 - $34,885
-69 Reduced 1.48%
4,606 $2.31 Million
Q3 2021

Oct 12, 2021

SELL
$390.74 - $429.71 $5,079 - $5,586
-13 Reduced 0.28%
4,675 $1.83 Million
Q2 2021

Jul 14, 2021

BUY
$364.37 - $420.89 $1,093 - $1,262
3 Added 0.06%
4,688 $1.88 Million
Q1 2021

Apr 21, 2021

SELL
$324.34 - $379.06 $4,865 - $5,685
-15 Reduced 0.32%
4,685 $1.74 Million
Q4 2020

Jan 25, 2021

SELL
$303.68 - $356.82 $7,592 - $8,920
-25 Reduced 0.53%
4,700 $1.65 Million
Q3 2020

Oct 13, 2020

BUY
$291.16 - $323.7 $11,646 - $12,948
40 Added 0.85%
4,725 $1.47 Million
Q2 2020

Jul 13, 2020

BUY
$229.49 - $311.85 $189,788 - $257,899
827 Added 21.44%
4,685 $1.38 Million
Q1 2020

Apr 14, 2020

SELL
$194.86 - $305.31 $110,680 - $173,416
-568 Reduced 12.83%
3,858 $962,000
Q4 2019

Jan 16, 2020

BUY
$215.36 - $295.97 $77,960 - $107,141
362 Added 8.91%
4,426 $1.3 Million
Q3 2019

Oct 11, 2019

BUY
$215.26 - $266.65 $115,594 - $143,191
537 Added 15.23%
4,064 $883,000
Q2 2019

Jul 11, 2019

BUY
$216.84 - $252.28 $2,168 - $2,522
10 Added 0.28%
3,527 $861,000
Q4 2018

Jan 11, 2019

BUY
$232.94 - $286.33 $2,329 - $2,863
10 Added 0.29%
3,517 $876,000
Q3 2018

Oct 15, 2018

BUY
$246.98 - $269.65 $47,173 - $51,503
191 Added 5.76%
3,507 $933,000
Q2 2018

Jul 16, 2018

BUY
$217.2 - $255.98 $21,720 - $25,598
100 Added 3.11%
3,316 $814,000
Q1 2018

Apr 17, 2018

BUY
$212.55 - $248.47 $63,765 - $74,541
300 Added 10.29%
3,216 $688,000
Q2 2016

Dec 08, 2017

SELL
N/A
-5 Reduced 0.17%
2,916 $412,000
Q2 2015

Dec 08, 2017

BUY
N/A
215 Added 7.95%
2,921 $356,000
Q4 2014

Dec 08, 2017

BUY
N/A
2,706
2,706 $274,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $551B
  • 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 Affiance Financial, LLC Portfolio

Follow Affiance 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 Affiance Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Affiance Financial, LLC with notifications on news.