A detailed history of Fi3 Financial Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Fi3 Financial Advisors, LLC holds 772 shares of UNH stock, worth $448,176. This represents 0.17% of its overall portfolio holdings.

Number of Shares
772
Previous 760 1.58%
Holding current value
$448,176
Previous $375,000 4.8%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Aug 14, 2024

BUY
$439.2 - $524.63 $5,270 - $6,295
12 Added 1.58%
772 $393,000
Q1 2024

May 06, 2024

SELL
$472.6 - $545.42 $78,924 - $91,085
-167 Reduced 18.02%
760 $375,000
Q4 2023

Feb 06, 2024

SELL
$509.47 - $552.97 $76,929 - $83,498
-151 Reduced 14.01%
927 $488,000
Q3 2023

Nov 09, 2023

BUY
$447.75 - $510.93 $93,132 - $106,273
208 Added 23.91%
1,078 $543,000
Q2 2023

Aug 08, 2023

SELL
$458.49 - $526.23 $65,105 - $74,724
-142 Reduced 14.03%
870 $418,000
Q1 2023

May 04, 2023

BUY
$460.33 - $518.33 $8,285 - $9,329
18 Added 1.81%
1,012 $478,000
Q4 2022

Feb 06, 2023

BUY
$498.86 - $555.15 $224,985 - $250,372
451 Added 83.06%
994 $527,000
Q3 2022

Nov 09, 2022

BUY
$501.24 - $549.95 $2,506 - $2,749
5 Added 0.93%
543 $274,000
Q2 2022

Aug 08, 2022

BUY
$452.06 - $546.01 $38,877 - $46,956
86 Added 19.03%
538 $270,000
Q1 2022

May 02, 2022

BUY
$455.89 - $520.82 $8,206 - $9,374
18 Added 4.15%
452 $231,000
Q4 2021

Jan 27, 2022

BUY
$387.01 - $505.58 $167,962 - $219,421
434 New
434 $218,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $543B
  • 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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