A detailed history of Davies Financial Advisors, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 1,700 shares of UNH stock, worth $699,448. This represents 0.76% of its overall portfolio holdings.

Number of Shares
1,700
Previous 1,714 0.82%
Holding current value
$699,448
Previous $867 Million 2.72%
% of portfolio
0.76%
Previous 0.74%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025

SELL
$461.52 - $548.18 $6,461 - $7,674
-14 Reduced 0.82%
1,700 $891 Million
Q4 2024

Jan 16, 2025

SELL
$485.52 - $625.25 $96,132 - $123,799
-198 Reduced 10.36%
1,714 $867 Million
Q3 2024

Oct 09, 2024

SELL
$488.01 - $604.18 $22,448 - $27,792
-46 Reduced 2.35%
1,912 $1.12 Billion
Q2 2024

Jul 30, 2024

SELL
$439.2 - $524.63 $68,076 - $81,317
-155 Reduced 7.34%
1,958 $997 Million
Q1 2024

Apr 25, 2024

BUY
$472.6 - $545.42 $998,603 - $1.15 Million
2,113 New
2,113 $1.05 Billion

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $385B
  • 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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