A detailed history of Ever Source Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,887 shares of UNH stock, worth $1.75 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,887
Previous 2,622 10.11%
Holding current value
$1.75 Million
Previous $1.34 Million 26.37%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Nov 08, 2024

BUY
$488.01 - $604.18 $129,322 - $160,107
265 Added 10.11%
2,887 $1.69 Million
Q2 2024

Aug 13, 2024

BUY
$439.2 - $524.63 $84,765 - $101,253
193 Added 7.95%
2,622 $1.34 Million
Q1 2024

Jun 11, 2024

SELL
$472.6 - $545.42 $317,587 - $366,522
-672 Reduced 21.67%
2,429 $1.2 Million
Q4 2023

Feb 09, 2024

BUY
$509.47 - $552.97 $101,894 - $110,594
200 Added 6.89%
3,101 $1.63 Million
Q3 2023

Nov 03, 2023

BUY
$447.75 - $510.93 $123,579 - $141,016
276 Added 10.51%
2,901 $1.46 Million
Q2 2023

Aug 04, 2023

SELL
$458.49 - $526.23 $57,769 - $66,304
-126 Reduced 4.58%
2,625 $1.26 Million
Q1 2023

May 11, 2023

SELL
$460.33 - $518.33 $226,942 - $255,536
-493 Reduced 15.2%
2,751 $1.3 Million
Q4 2022

Feb 09, 2023

SELL
$498.86 - $555.15 $170,610 - $189,861
-342 Reduced 9.54%
3,244 $1.72 Million
Q3 2022

Nov 07, 2022

SELL
$501.24 - $549.95 $501 - $549
-1 Reduced 0.03%
3,586 $1.81 Million
Q2 2022

Aug 01, 2022

BUY
$452.06 - $546.01 $465,621 - $562,390
1,030 Added 40.28%
3,587 $1.84 Million
Q1 2022

May 25, 2022

BUY
$455.89 - $520.82 $470,478 - $537,486
1,032 Added 67.67%
2,557 $1.3 Million
Q4 2021

Feb 07, 2022

BUY
$387.01 - $505.58 $590,190 - $771,009
1,525 New
1,525 $766,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $568B
  • 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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