Fortis Advisors, LLC Unitedhealth Group Inc Transaction History

Fortis Advisors, LLC

$133 Million
Q1 2024

A detailed history of Fortis Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Fortis Advisors, LLC holds 513 shares of UNH stock, worth $250,349. This represents 0.19% of its overall portfolio holdings.

Number of Shares

513

Previous 613 16.31%

Holding current value

$250,349

Previous $322,000 21.43%

% of portfolio

0.19%

Previous 0.26%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$472.6 - $545.42 $47,260 - $54,541	-100 Reduced 16.31%	513 $253,000
Q2 2023 Aug 14, 2023	SELL	$458.49 - $526.23 $76,567 - $87,880	-167 Reduced 21.41%	613 $294,000
Q2 2022 Aug 15, 2022	SELL	$452.06 - $546.01 $152,796 - $184,551	-338 Reduced 30.23%	780 $401,000
Q1 2022 May 16, 2022	SELL	$455.89 - $520.82 $48,324 - $55,206	-106 Reduced 8.66%	1,118 $570,000
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $48,376 - $63,197	125 Added 11.37%	1,224 $615,000

Q3 2021 Nov 23, 2021	SELL	$390.74 - $429.71 $64.9 Million - $71.4 Million	-166,065 Reduced 99.34%	1,099 $429,000
Q3 2021 Nov 12, 2021	BUY	$390.74 - $429.71 $64.8 Million - $71.3 Million	165,815 Added 12291.7%	167,164 $595,000
Q2 2021 Aug 16, 2021	BUY	$364.37 - $420.89 $207,326 - $239,486	569 Added 72.95%	1,349 $540,000
Q4 2020 Feb 11, 2021	BUY	$303.68 - $356.82 $9,110 - $10,704	30 Added 4.0%	780 $274,000
Q2 2020 Aug 13, 2020	SELL	$229.49 - $311.85 $104,647 - $142,203	-456 Reduced 37.81%	750 $221,000
Q1 2020 May 14, 2020	SELL	$194.86 - $305.31 $6,040 - $9,464	-31 Reduced 2.51%	1,206 $301,000
Q3 2019 Nov 14, 2019	BUY	$215.26 - $266.65 $41,329 - $51,196	192 Added 18.37%	1,237 $269,000
Q1 2019 May 15, 2019	BUY	$236.02 - $271.13 $34,222 - $39,313	145 Added 16.11%	1,045 $258,000
Q2 2018 Aug 14, 2018	BUY	$217.2 - $255.98 $76,020 - $89,593	350 Added 63.64%	900 $221,000
Q1 2018 May 11, 2018	SELL	$212.55 - $248.47 $106,275 - $124,235	-500 Reduced 47.62%	550 $118,000
Q4 2017 Feb 14, 2018	BUY	$192.52 - $228.17 $192,520 - $228,170	1,000 Added 2000.0%	1,050 $231,000
Q3 2017 Nov 14, 2017	BUY	$190.82 - $199.75 $9,541 - $9,987	50	50 $10,000

Others Institutions Holding UNH

# of Institutions

3,672

Shares Held

759M

Call Options Held

6.06M

Put Options Held

6.74M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $456B
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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Fortis Advisors, LLC Unitedhealth Group Inc Transaction History