A detailed history of Financial Advocates Investment Management transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Financial Advocates Investment Management holds 4,381 shares of UNH stock, worth $2.54 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,381
Previous 4,627 5.32%
Holding current value
$2.54 Million
Previous $2.29 Million 2.49%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Jul 26, 2024

SELL
$439.2 - $524.63 $108,043 - $129,058
-246 Reduced 5.32%
4,381 $2.23 Million
Q1 2024

May 01, 2024

SELL
$472.6 - $545.42 $109,643 - $126,537
-232 Reduced 4.77%
4,627 $2.29 Million
Q4 2023

Feb 08, 2024

BUY
$509.47 - $552.97 $104,441 - $113,358
205 Added 4.4%
4,859 $2.56 Million
Q3 2023

Oct 27, 2023

SELL
$447.75 - $510.93 $1,343 - $1,532
-3 Reduced 0.06%
4,654 $2.35 Million
Q2 2023

Aug 07, 2023

SELL
$458.49 - $526.23 $226,035 - $259,431
-493 Reduced 9.57%
4,657 $2.24 Million
Q1 2023

May 11, 2023

SELL
$460.33 - $518.33 $66,747 - $75,157
-145 Reduced 2.74%
5,150 $2.43 Million
Q4 2022

Feb 14, 2023

BUY
$498.86 - $555.15 $935,861 - $1.04 Million
1,876 Added 54.87%
5,295 $2.81 Million
Q3 2022

Nov 14, 2022

SELL
$501.24 - $549.95 $89,220 - $97,891
-178 Reduced 4.95%
3,419 $1.58 Million
Q2 2022

Aug 12, 2022

BUY
$452.06 - $546.01 $480,539 - $580,408
1,063 Added 41.95%
3,597 $1.85 Million
Q1 2022

May 11, 2022

SELL
$455.89 - $520.82 $188,738 - $215,619
-414 Reduced 14.04%
2,534 $1.29 Million
Q4 2021

Feb 14, 2022

BUY
$387.01 - $505.58 $121,908 - $159,257
315 Added 11.96%
2,948 $1.48 Million
Q3 2021

Nov 04, 2021

BUY
$390.74 - $429.71 $92,996 - $102,270
238 Added 9.94%
2,633 $1.03 Million
Q2 2021

Aug 03, 2021

SELL
$364.37 - $420.89 $336,677 - $388,902
-924 Reduced 27.84%
2,395 $959,000
Q1 2021

May 10, 2021

SELL
$324.34 - $379.06 $3,892 - $4,548
-12 Reduced 0.36%
3,319 $1.2 Million
Q4 2020

Feb 12, 2021

BUY
$303.68 - $356.82 $168,846 - $198,391
556 Added 20.04%
3,331 $1.17 Million
Q3 2020

Nov 04, 2020

BUY
$291.16 - $323.7 $30,280 - $33,664
104 Added 3.89%
2,775 $865,000
Q2 2020

Aug 14, 2020

BUY
$229.49 - $311.85 $48,881 - $66,424
213 Added 8.67%
2,671 $788,000
Q1 2020

Apr 29, 2020

SELL
$194.86 - $305.31 $584 - $915
-3 Reduced 0.12%
2,458 $613,000
Q4 2019

Feb 13, 2020

BUY
$215.36 - $295.97 $131,369 - $180,541
610 Added 32.96%
2,461 $723,000
Q3 2019

Nov 13, 2019

BUY
$215.26 - $266.65 $61,994 - $76,795
288 Added 18.43%
1,851 $353,000
Q2 2019

Aug 08, 2019

SELL
$216.84 - $252.28 $87,603 - $101,921
-404 Reduced 20.54%
1,563 $381,000
Q1 2019

May 16, 2019

BUY
$236.02 - $271.13 $69,861 - $80,254
296 Added 17.71%
1,967 $486,000
Q4 2018

Feb 14, 2019

SELL
$232.94 - $286.33 $150,013 - $184,396
-644 Reduced 27.82%
1,671 $416,000
Q3 2018

Nov 14, 2018

BUY
$246.98 - $269.65 $223,763 - $244,302
906 Added 64.3%
2,315 $0
Q2 2018

Aug 09, 2018

BUY
$217.2 - $255.98 $31,276 - $36,861
144 Added 11.38%
1,409 $349,000
Q1 2018

May 11, 2018

SELL
$212.55 - $248.47 $16,366 - $19,132
-77 Reduced 5.74%
1,265 $271,000
Q4 2017

Feb 15, 2018

BUY
$192.52 - $228.17 $258,361 - $306,204
1,342
1,342 $296,000

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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