A detailed history of Fortem Financial Group, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Fortem Financial Group, LLC holds 689 shares of UNH stock, worth $399,992. This represents 0.15% of its overall portfolio holdings.

Number of Shares
689
Previous 724 4.83%
Holding current value
$399,992
Previous $358,000 2.23%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Aug 02, 2024

SELL
$439.2 - $524.63 $15,372 - $18,362
-35 Reduced 4.83%
689 $350,000
Q1 2024

May 01, 2024

SELL
$472.6 - $545.42 $26,938 - $31,088
-57 Reduced 7.3%
724 $358,000
Q4 2023

Jan 25, 2024

SELL
$509.47 - $552.97 $2,547 - $2,764
-5 Reduced 0.64%
781 $411,000
Q3 2023

Oct 10, 2023

SELL
$447.75 - $510.93 $16,119 - $18,393
-36 Reduced 4.38%
786 $396,000
Q2 2023

Jul 18, 2023

BUY
$458.49 - $526.23 $4,584 - $5,262
10 Added 1.23%
822 $395,000
Q1 2023

Apr 21, 2023

SELL
$460.33 - $518.33 $66,747 - $75,157
-145 Reduced 15.15%
812 $383,000
Q4 2022

Jan 17, 2023

BUY
$498.86 - $555.15 $6,485 - $7,216
13 Added 1.38%
957 $0
Q3 2022

Nov 01, 2022

BUY
$501.24 - $549.95 $62,655 - $68,743
125 Added 15.26%
944 $477,000
Q2 2022

Jul 25, 2022

SELL
$452.06 - $546.01 $2,260 - $2,730
-5 Reduced 0.61%
819 $421,000
Q1 2022

Apr 27, 2022

BUY
$455.89 - $520.82 $7,294 - $8,333
16 Added 1.98%
824 $420,000
Q4 2021

Jan 20, 2022

BUY
$387.01 - $505.58 $5,805 - $7,583
15 Added 1.89%
808 $406,000
Q2 2021

Jul 14, 2021

BUY
$364.37 - $420.89 $6,194 - $7,155
17 Added 2.19%
793 $318,000
Q1 2021

Apr 20, 2021

BUY
$324.34 - $379.06 $32,433 - $37,906
100 Added 14.79%
776 $289,000
Q3 2020

Oct 15, 2020

BUY
$291.16 - $323.7 $196,824 - $218,821
676 New
676 $211,000
Q1 2020

Apr 23, 2020

SELL
$194.86 - $305.31 $160,369 - $251,270
-823 Closed
0 $0
Q4 2019

Feb 11, 2020

SELL
$215.36 - $295.97 $91,958 - $126,379
-427 Reduced 34.16%
823 $242,000
Q3 2019

Nov 12, 2019

SELL
$215.26 - $266.65 $8,395 - $10,399
-39 Reduced 3.03%
1,250 $272,000
Q1 2019

May 13, 2019

SELL
$236.02 - $271.13 $4,956 - $5,693
-21 Reduced 1.6%
1,289 $319,000
Q4 2018

Feb 14, 2019

BUY
$232.94 - $286.33 $305,151 - $375,092
1,310 New
1,310 $326,000

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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