A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 685 shares of UNH stock, worth $404,972. This represents 0.07% of its overall portfolio holdings.

Number of Shares
685
Previous 993 31.02%
Holding current value
$404,972
Previous $491,000 29.12%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Jul 18, 2024

SELL
$439.2 - $524.63 $135,273 - $161,586
-308 Reduced 31.02%
685 $348,000
Q1 2024

May 02, 2024

BUY
$472.6 - $545.42 $106,335 - $122,719
225 Added 29.3%
993 $491,000
Q4 2023

Feb 07, 2024

BUY
$509.47 - $552.97 $168,634 - $183,033
331 Added 75.74%
768 $404,000
Q3 2023

Oct 31, 2023

BUY
$447.75 - $510.93 $195,666 - $223,276
437 New
437 $220,000
Q2 2022

Jul 26, 2022

BUY
$452.06 - $546.01 $355,771 - $429,709
787 New
787 $404,000
Q3 2021

Nov 12, 2021

SELL
$390.74 - $429.71 $280,551 - $308,531
-718 Closed
0 $0
Q2 2021

Jul 27, 2021

BUY
$364.37 - $420.89 $261,617 - $302,199
718 New
718 $287,000
Q1 2021

Apr 27, 2021

SELL
$324.34 - $379.06 $42,164 - $49,277
-130 Closed
0 $0
Q4 2020

Mar 19, 2021

BUY
$303.68 - $356.82 $39,478 - $46,386
130 New
130 $45,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $553B
  • 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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