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 701 shares of UNH stock, worth $418,840. This represents 0.17% of its overall portfolio holdings.

Number of Shares
701
Previous 701 -0.0%
Holding current value
$418,840
Previous $409,000 -0.0%
% of portfolio
0.17%
Previous 0.17%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$488.01 - $604.18 $5,856 - $7,250
12 Added 1.74%
701 $409,000
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 $559B
  • 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 Fortem Financial Group, LLC Portfolio

Follow Fortem Financial Group, LLC 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 Fortem Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortem Financial Group, LLC with notifications on news.