A detailed history of Ethos Financial Group, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Ethos Financial Group, LLC holds 2,486 shares of UNH stock, worth $1.48 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,486
Previous 2,216 12.18%
Holding current value
$1.48 Million
Previous $1.1 Million 16.88%
% of portfolio
0.23%
Previous 0.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$439.2 - $524.63 $118,584 - $141,650
270 Added 12.18%
2,486 $1.28 Million
Q1 2024

May 08, 2024

BUY
$472.6 - $545.42 $150,759 - $173,988
319 Added 16.82%
2,216 $1.1 Million
Q4 2023

Feb 07, 2024

BUY
$509.47 - $552.97 $215,505 - $233,906
423 Added 28.7%
1,897 $999,000
Q3 2023

Nov 13, 2023

BUY
$447.75 - $510.93 $187,159 - $213,568
418 Added 39.58%
1,474 $743,000
Q1 2023

Apr 20, 2023

SELL
$460.33 - $518.33 $122,908 - $138,394
-267 Reduced 20.18%
1,056 $499,000
Q4 2022

Feb 09, 2023

BUY
$498.86 - $555.15 $659,991 - $734,463
1,323 New
1,323 $702 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $558B
  • 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 Ethos Financial Group, LLC Portfolio

Follow Ethos Financial Group, LLC 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 Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ethos Financial Group, LLC with notifications on news.