A detailed history of Financial Planning & Information Services, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 738 shares of UNH stock, worth $454,467. This represents 0.06% of its overall portfolio holdings.

Number of Shares
738
Previous 738 -0.0%
Holding current value
$454,467
Previous $365,000 2.74%
% of portfolio
0.06%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$472.6 - $545.42 $14,178 - $16,362
-30 Reduced 3.91%
738 $365,000
Q3 2023

Nov 14, 2023

SELL
$447.75 - $510.93 $2,238 - $2,554
-5 Reduced 0.65%
768 $387,000
Q1 2023

May 02, 2023

BUY
$460.33 - $518.33 $17,032 - $19,178
37 Added 5.03%
773 $365,000
Q2 2022

Jul 19, 2022

SELL
$452.06 - $546.01 $30,288 - $36,582
-67 Reduced 8.34%
736 $378,000
Q1 2022

Apr 19, 2022

BUY
$455.89 - $520.82 $45,589 - $52,082
100 Added 14.22%
803 $410,000
Q4 2021

Feb 02, 2022

BUY
$387.01 - $505.58 $19,350 - $25,279
50 Added 7.66%
703 $353,000
Q3 2021

Oct 13, 2021

BUY
$390.74 - $429.71 $4,298 - $4,726
11 Added 1.71%
653 $255,000
Q2 2021

Jul 29, 2021

SELL
$364.37 - $420.89 $13,117 - $15,152
-36 Reduced 5.31%
642 $257,000
Q1 2021

Apr 20, 2021

BUY
$324.34 - $379.06 $11,676 - $13,646
36 Added 5.61%
678 $252,000
Q3 2020

May 24, 2021

BUY
$291.16 - $323.7 $186,924 - $207,815
642 New
642 $200,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $576B
  • 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 Financial Planning & Information Services, Inc. Portfolio

Follow Financial Planning & Information Services, Inc. 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 Financial Planning & Information Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Planning & Information Services, Inc. with notifications on news.