Delta Financial Advisors LLC Unitedhealth Group Inc Transaction History

Delta Financial Advisors LLC

$253 Million
Q1 2024

A detailed history of Delta Financial Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Delta Financial Advisors LLC holds 3,598 shares of UNH stock, worth $2.04 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

3,598

Previous 3,030 18.75%

Holding current value

$2.04 Million

Previous $1.6 Million 11.54%

% of portfolio

0.7%

Previous 0.69%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$472.6 - $545.42 $268,436 - $309,798	568 Added 18.75%	3,598 $1.78 Million
Q4 2023 Jan 31, 2024	SELL	$509.47 - $552.97 $402,990 - $437,399	-791 Reduced 20.7%	3,030 $1.6 Million
Q3 2023 Nov 03, 2023	BUY	$447.75 - $510.93 $54,177 - $61,822	121 Added 3.27%	3,821 $1.93 Million
Q2 2023 Aug 03, 2023	BUY	$458.49 - $526.23 $283,805 - $325,736	619 Added 20.09%	3,700 $1.78 Million
Q1 2023 May 04, 2023	SELL	$460.33 - $518.33 $17,952 - $20,214	-39 Reduced 1.25%	3,081 $1.46 Million

Q3 2022 Oct 27, 2022	BUY	$501.24 - $549.95 $501 - $549	1 Added 0.03%	3,120 $1.58 Million
Q2 2022 Aug 01, 2022	BUY	$452.06 - $546.01 $4,972 - $6,006	11 Added 0.35%	3,119 $1.6 Million
Q1 2022 May 06, 2022	BUY	$455.89 - $520.82 $2,279 - $2,604	5 Added 0.16%	3,108 $1.59 Million
Q4 2021 Feb 04, 2022	SELL	$387.01 - $505.58 $22,833 - $29,829	-59 Reduced 1.87%	3,103 $1.56 Million
Q3 2021 Oct 26, 2021	SELL	$390.74 - $429.71 $7,424 - $8,164	-19 Reduced 0.6%	3,162 $1.24 Million
Q2 2021 Aug 04, 2021	BUY	$364.37 - $420.89 $22,226 - $25,674	61 Added 1.96%	3,181 $1.27 Million
Q1 2021 Apr 29, 2021	BUY	$324.34 - $379.06 $72,976 - $85,288	225 Added 7.77%	3,120 $1.16 Million
Q4 2020 Jan 28, 2021	SELL	$303.68 - $356.82 $52,536 - $61,729	-173 Reduced 5.64%	2,895 $1.02 Million
Q3 2020 Oct 20, 2020	SELL	$291.16 - $323.7 $108,893 - $121,063	-374 Reduced 10.87%	3,068 $957,000
Q2 2020 Aug 04, 2020	SELL	$229.49 - $311.85 $38,783 - $52,702	-169 Reduced 4.68%	3,442 $1.02 Million
Q1 2020 Apr 27, 2020	BUY	$194.86 - $305.31 $67,616 - $105,942	347 Added 10.63%	3,611 $900,000
Q4 2019 Feb 06, 2020	BUY	$215.36 - $295.97 $101,434 - $139,401	471 Added 16.86%	3,264 $960,000
Q3 2019 Oct 30, 2019	BUY	$215.26 - $266.65 $258,312 - $319,980	1,200 Added 75.33%	2,793 $607,000
Q2 2019 Oct 11, 2019	BUY	$216.84 - $252.28 $345,426 - $401,882	1,593 New	1,593 $389,000

Others Institutions Holding UNH

# of Institutions

3,676

Shares Held

760M

Call Options Held

6.06M

Put Options Held

6.74M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $530B
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...

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Delta Financial Advisors LLC Unitedhealth Group Inc Transaction History