A detailed history of Fermata Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Fermata Advisors, LLC holds 605 shares of UNH stock, worth $357,476. This represents 0.07% of its overall portfolio holdings.

Number of Shares
605
Previous 531 13.94%
Holding current value
$357,476
Previous $270,000 30.74%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 09, 2024

BUY
$488.01 - $604.18 $36,112 - $44,709
74 Added 13.94%
605 $353,000
Q2 2024

Jul 12, 2024

SELL
$439.2 - $524.63 $73,785 - $88,137
-168 Reduced 24.03%
531 $270,000
Q1 2024

Apr 12, 2024

BUY
$472.6 - $545.42 $111,061 - $128,173
235 Added 50.65%
699 $345,000
Q4 2023

Jan 19, 2024

SELL
$509.47 - $552.97 $30,568 - $33,178
-60 Reduced 11.45%
464 $244,000
Q3 2023

Nov 06, 2023

BUY
$447.75 - $510.93 $234,621 - $267,727
524 New
524 $264,000
Q2 2022

Aug 09, 2022

SELL
$452.06 - $546.01 $25,767 - $31,122
-57 Reduced 10.29%
497 $257,000
Q1 2022

Apr 22, 2022

SELL
$455.89 - $520.82 $31,912 - $36,457
-70 Reduced 11.22%
554 $284,000
Q4 2021

Feb 02, 2022

BUY
$387.01 - $505.58 $13,158 - $17,189
34 Added 5.76%
624 $315,000
Q3 2021

Oct 29, 2021

SELL
$390.74 - $429.71 $1,172 - $1,289
-3 Reduced 0.51%
590 $231,000
Q2 2021

Aug 10, 2021

BUY
$364.37 - $420.89 $216,071 - $249,587
593 New
593 $238,000

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
Track This Portfolio

Track Fermata Advisors, LLC Portfolio

Follow Fermata Advisors, 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 Fermata Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fermata Advisors, LLC with notifications on news.