A detailed history of Bms Financial Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 1,232 shares of UNH stock, worth $746,382. This represents 0.4% of its overall portfolio holdings.

Number of Shares
1,232
Previous 1,702 27.61%
Holding current value
$746,382
Previous $804,000 26.37%
% of portfolio
0.4%
Previous 0.56%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023

SELL
$458.49 - $526.23 $215,490 - $247,328
-470 Reduced 27.61%
1,232 $592,000
Q1 2023

Apr 10, 2023

BUY
$460.33 - $518.33 $73,652 - $82,932
160 Added 10.38%
1,702 $804,000
Q4 2022

Jan 19, 2023

SELL
$498.86 - $555.15 $3,990 - $4,441
-8 Reduced 0.52%
1,542 $0
Q3 2022

Oct 17, 2022

BUY
$501.24 - $549.95 $119,295 - $130,888
238 Added 18.14%
1,550 $783,000
Q2 2022

Jul 11, 2022

BUY
$452.06 - $546.01 $593,102 - $716,365
1,312 New
1,312 $674,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $567B
  • 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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