Andesa Financial Management Inc. Unitedhealth Group Inc Transaction History

Andesa Financial Management Inc.

$338 Million
Q1 2023

A detailed history of Andesa Financial Management Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Andesa Financial Management Inc. holds 3,317 shares of UNH stock, worth $1.98 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

3,317

Previous 2,657 24.84%

Holding current value

$1.98 Million

Previous $1.41 Million 11.29%

% of portfolio

0.46%

Previous 0.77%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 04, 2023	BUY	$460.33 - $518.33 $303,817 - $342,097	660 Added 24.84%	3,317 $1.57 Million
Q4 2022 Feb 10, 2023	SELL	$498.86 - $555.15 $250,427 - $278,685	-502 Reduced 15.89%	2,657 $1.41 Million
Q3 2022 Nov 03, 2022	BUY	$501.24 - $549.95 $305,756 - $335,469	610 Added 23.93%	3,159 $1.6 Million
Q2 2022 Jul 27, 2022	BUY	$452.06 - $546.01 $56,959 - $68,797	126 Added 5.2%	2,549 $1.31 Million
Q1 2022 May 09, 2022	BUY	$455.89 - $520.82 $57,898 - $66,144	127 Added 5.53%	2,423 $1.24 Million
Q4 2021 Jan 27, 2022	BUY	$387.01 - $505.58 $46,441 - $60,669	120 Added 5.51%	2,296 $1.15 Million
Q3 2021 Oct 13, 2021	BUY	$390.74 - $429.71 $4,298 - $4,726	11 Added 0.51%	2,176 $848,000
Q2 2021 Aug 10, 2021	SELL	$364.37 - $420.89 $31,700 - $36,617	-87 Reduced 3.86%	2,165 $866,000
Q1 2021 Apr 20, 2021	BUY	$324.34 - $379.06 $229,632 - $268,374	708 Added 45.85%	2,252 $838,000
Q4 2020 Feb 11, 2021	SELL	$303.68 - $356.82 $361,682 - $424,972	-1,191 Reduced 43.55%	1,544 $541,000
Q3 2020 Nov 09, 2020	BUY	$291.16 - $323.7 $286,501 - $318,520	984 Added 56.2%	2,735 $853,000
Q2 2020 Aug 07, 2020	BUY	$229.49 - $311.85 $84,222 - $114,448	367 Added 26.52%	1,751 $513,000
Q1 2020 Apr 21, 2020	SELL	$194.86 - $305.31 $73,267 - $114,796	-376 Reduced 21.36%	1,384 $341,000
Q4 2019 Jan 31, 2020	SELL	$215.36 - $295.97 $24,981 - $34,332	-116 Reduced 6.18%	1,760 $518,000
Q3 2019 Nov 08, 2019	SELL	$215.26 - $266.65 $42,190 - $52,263	-196 Reduced 9.46%	1,876 $409,000
Q2 2019 Jul 30, 2019	SELL	$216.84 - $252.28 $442,353 - $514,651	-2,040 Reduced 49.61%	2,072 $504,000
Q1 2019 May 02, 2019	BUY	$236.02 - $271.13 $726,469 - $834,538	3,078 Added 297.68%	4,112 $1.01 Million
Q4 2018 Jan 24, 2019	BUY	$232.94 - $286.33 $240,859 - $296,065	1,034 New	1,034 $258,000

Others Institutions Holding UNH

# of Institutions

3,814

Shares Held

788M

Call Options Held

5.85M

Put Options Held

5.63M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $558B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Andesa Financial Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Andesa Financial Management Inc. with notifications on news.

Account

Andesa Financial Management Inc. Unitedhealth Group Inc Transaction History