A detailed history of Fermata Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Fermata Advisors, LLC holds 699 shares of UNH stock, worth $341,118. This represents 0.08% of its overall portfolio holdings.

Number of Shares
699
Previous 464 50.65%
Holding current value
$341,118
Previous $244,000 41.39%
% of portfolio
0.08%
Previous 0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $456B
  • 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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