A detailed history of Briaud Financial Planning, Inc transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 466 shares of UNH stock, worth $275,345. This represents 0.14% of its overall portfolio holdings.

Number of Shares
466
Previous 466 -0.0%
Holding current value
$275,345
Previous $237,000 14.77%
% of portfolio
0.14%
Previous 0.14%

Shares

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

May 03, 2024

BUY
$472.6 - $545.42 $220,231 - $254,165
466 New
466 $231,000
Q2 2023

Aug 04, 2023

BUY
$458.49 - $526.23 $10,086 - $11,577
22 Added 4.72%
488 $234,000
Q4 2022

Feb 13, 2023

SELL
$498.86 - $555.15 $50,883 - $56,625
-102 Reduced 17.96%
466 $247,000
Q3 2022

Nov 04, 2022

BUY
$501.24 - $549.95 $51,126 - $56,094
102 Added 21.89%
568 $313,000
Q4 2021

Feb 08, 2022

BUY
$387.01 - $505.58 $180,346 - $235,600
466 New
466 $233,000
Q2 2021

Jul 28, 2021

SELL
$364.37 - $420.89 $211,334 - $244,116
-580 Closed
0 $0
Q4 2020

Jan 27, 2021

BUY
$303.68 - $356.82 $176,134 - $206,955
580 New
580 $203,000

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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