A detailed history of Everhart Financial Group, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 4,628 shares of UNH stock, worth $2.73 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
4,628
Previous 3,874 19.46%
Holding current value
$2.73 Million
Previous $1.97 Million 37.17%
% of portfolio
0.61%
Previous 0.52%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$488.01 - $604.18 $367,959 - $455,551
754 Added 19.46%
4,628 $2.71 Million
Q2 2024

Jul 24, 2024

SELL
$439.2 - $524.63 $55,339 - $66,103
-126 Reduced 3.15%
3,874 $1.97 Million
Q1 2024

May 13, 2024

BUY
$472.6 - $545.42 $89,321 - $103,084
189 Added 4.96%
4,000 $1.98 Million
Q4 2023

Jan 12, 2024

BUY
$509.47 - $552.97 $279,699 - $303,580
549 Added 16.83%
3,811 $2.01 Million
Q3 2023

Oct 25, 2023

BUY
$447.75 - $510.93 $145,966 - $166,563
326 Added 11.1%
3,262 $1.64 Million
Q2 2023

Jul 13, 2023

BUY
$458.49 - $526.23 $132,962 - $152,606
290 Added 10.96%
2,936 $1.41 Million
Q1 2023

Apr 25, 2023

SELL
$460.33 - $518.33 $56,160 - $63,236
-122 Reduced 4.41%
2,646 $1.25 Million
Q4 2022

Feb 09, 2023

BUY
$498.86 - $555.15 $117,730 - $131,015
236 Added 9.32%
2,768 $1.47 Million
Q3 2022

Oct 12, 2022

BUY
$501.24 - $549.95 $169,419 - $185,883
338 Added 15.41%
2,532 $1.28 Million
Q2 2022

Jul 12, 2022

BUY
$452.06 - $546.01 $115,275 - $139,232
255 Added 13.15%
2,194 $1.13 Million
Q1 2022

Apr 18, 2022

BUY
$455.89 - $520.82 $294,960 - $336,970
647 Added 50.08%
1,939 $989,000
Q4 2021

Jan 21, 2022

BUY
$387.01 - $505.58 $25,155 - $32,862
65 Added 5.3%
1,292 $648,000
Q3 2021

Oct 13, 2021

BUY
$390.74 - $429.71 $107,844 - $118,599
276 Added 29.02%
1,227 $479,000
Q2 2021

Jul 16, 2021

BUY
$364.37 - $420.89 $346,515 - $400,266
951 New
951 $381,000

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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