Formidable Asset Management, LLC Unitedhealth Group Inc Transaction History

Formidable Asset Management, LLC

$609 Million
Q3 2024

A detailed history of Formidable Asset Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Formidable Asset Management, LLC holds 5,317 shares of UNH stock, worth $3.23 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

5,317

Previous 5,418 1.86%

Holding current value

$3.23 Million

Previous $2.76 Million 12.65%

% of portfolio

0.51%

Previous 0.46%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$488.01 - $604.18 $49,289 - $61,022	-101 Reduced 1.86%	5,317 $3.11 Million
Q2 2024 Aug 08, 2024	BUY	$439.2 - $524.63 $112,874 - $134,829	257 Added 4.98%	5,418 $2.76 Million
Q1 2024 May 15, 2024	BUY	$472.6 - $545.42 $1.79 Million - $2.06 Million	3,785 Added 275.07%	5,161 $2.55 Million
Q3 2023 Nov 09, 2023	SELL	$447.75 - $510.93 $30,894 - $35,254	-69 Reduced 4.78%	1,376 $693,000
Q1 2023 May 09, 2023	BUY	$460.33 - $518.33 $46,033 - $51,833	100 Added 7.43%	1,445 $694,000
Q4 2022 Feb 07, 2023	SELL	$498.86 - $555.15 $10,476 - $11,658	-21 Reduced 1.54%	1,345 $713,000
Q3 2022 Nov 14, 2022	BUY	$501.24 - $549.95 $10,024 - $10,999	20 Added 1.49%	1,366 $741,000
Q2 2022 Aug 16, 2022	BUY	$452.06 - $546.01 $4,520 - $5,460	10 Added 0.75%	1,346 $696,000
Q1 2022 May 04, 2022	SELL	$455.89 - $520.82 $9,117 - $10,416	-20 Reduced 1.47%	1,336 $681,000
Q4 2021 Feb 07, 2022	SELL	$387.01 - $505.58 $387 - $505	-1 Reduced 0.07%	1,356 $676,000
Q3 2021 Nov 10, 2021	SELL	$390.74 - $429.71 $215,297 - $236,770	-551 Reduced 28.88%	1,357 $530,000
Q2 2021 Aug 16, 2021	BUY	$364.37 - $420.89 $609,955 - $704,569	1,674 Added 715.38%	1,908 $764,000
Q2 2021 Aug 06, 2021	SELL	$364.37 - $420.89 $437,608 - $505,488	-1,201 Reduced 83.69%	234 $265,000
Q1 2021 May 12, 2021	BUY	$324.34 - $379.06 $26,271 - $30,703	81 Added 5.98%	1,435 $533,000
Q3 2020 Nov 13, 2020	SELL	$291.16 - $323.7 $4,367 - $4,855	-15 Reduced 1.1%	1,354 $423,000
Q2 2020 Aug 13, 2020	BUY	$229.49 - $311.85 $314,171 - $426,922	1,369 New	1,369 $408,000
Q1 2020 Jun 01, 2020	SELL	$194.86 - $305.31 $157,836 - $247,301	-810 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$215.36 - $295.97 $174,441 - $239,735	810 New	810 $242,000
Q3 2019 Nov 08, 2019	SELL	$215.26 - $266.65 $215,044 - $266,383	-999 Closed	0 $0
Q2 2019 Oct 15, 2019	SELL	$216.84 - $252.28 $3.56 Million - $4.14 Million	-16,401 Reduced 94.26%	999 $248,000
Q1 2019 Oct 15, 2019	BUY	$236.02 - $271.13 $4.11 Million - $4.72 Million	17,400 New	17,400 $532,000

Others Institutions Holding UNH

# of Institutions

3,836

Shares Held

777M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

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...

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Formidable Asset Management, LLC Unitedhealth Group Inc Transaction History