Fiduciary Planning LLC Unitedhealth Group Inc Transaction History

Fiduciary Planning LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$472.6 - $545.42 $25,993 - $29,998	-55 Reduced 11.55%	421 $208,000
Q4 2023 Jan 25, 2024	SELL	$509.47 - $552.97 $545,642 - $592,230	-1,071 Reduced 69.23%	476 $250,000
Q3 2023 Oct 26, 2023	SELL	$447.75 - $510.93 $295,067 - $336,702	-659 Reduced 29.87%	1,547 $779,000
Q2 2023 Aug 03, 2023	BUY	$458.49 - $526.23 $15,588 - $17,891	34 Added 1.57%	2,206 $1.06 Million
Q1 2023 May 01, 2023	BUY	$460.33 - $518.33 $2,301 - $2,591	5 Added 0.23%	2,172 $1.03 Million
Q4 2022 Feb 06, 2023	SELL	$498.86 - $555.15 $39,409 - $43,856	-79 Reduced 3.52%	2,167 $1.15 Million
Q3 2022 Nov 14, 2022	SELL	$501.24 - $549.95 $9,523 - $10,449	-19 Reduced 0.84%	2,246 $1.13 Million
Q2 2022 Sep 30, 2022	BUY	$452.06 - $546.01 $41,137 - $49,686	91 Added 4.19%	2,265 $1.16 Million
Q1 2022 May 11, 2022	BUY	$455.89 - $520.82 $78,413 - $89,581	172 Added 8.59%	2,174 $1.11 Million
Q4 2021 Feb 08, 2022	SELL	$387.01 - $505.58 $23,220 - $30,334	-60 Reduced 2.91%	2,002 $1.01 Million
Q3 2021 Nov 09, 2021	BUY	$390.74 - $429.71 $369,249 - $406,075	945 Added 84.6%	2,062 $806,000
Q2 2021 Aug 06, 2021	BUY	$364.37 - $420.89 $407,001 - $470,134	1,117 New	1,117 $447,000

3,836

777M

6.76M

7.03M

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...

Get notified when there are updates to the investment portfolio of Fiduciary Planning LLC, based on Form 13F filings with the SEC.

Stay updated on Fiduciary Planning LLC with notifications on news.