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 1,912 shares of UNH stock, worth $1.07 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
1,912
Previous 1,958 2.35%
Holding current value
$1.07 Million
Previous $997 Million 12.14%
% of portfolio
0.98%
Previous 0.93%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $522B
  • 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

Track Davies Financial Advisors, Inc. Portfolio

Follow Davies Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Davies Financial Advisors, Inc. with notifications on news.