A detailed history of Forum Financial Management, LP transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Forum Financial Management, LP holds 6,771 shares of UNH stock, worth $4.05 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,771
Previous 6,788 0.25%
Holding current value
$4.05 Million
Previous $3.46 Million 14.53%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Oct 29, 2024

SELL
$488.01 - $604.18 $8,296 - $10,271
-17 Reduced 0.25%
6,771 $3.96 Million
Q2 2024

Jul 30, 2024

SELL
$439.2 - $524.63 $45,676 - $54,561
-104 Reduced 1.51%
6,788 $3.46 Million
Q1 2024

May 09, 2024

SELL
$472.6 - $545.42 $36,862 - $42,542
-78 Reduced 1.12%
6,892 $3.41 Million
Q4 2023

Feb 07, 2024

SELL
$509.47 - $552.97 $183,409 - $199,069
-360 Reduced 4.91%
6,970 $3.67 Million
Q3 2023

Nov 03, 2023

BUY
$447.75 - $510.93 $2,686 - $3,065
6 Added 0.08%
7,330 $3.7 Million
Q2 2023

Jul 26, 2023

BUY
$458.49 - $526.23 $213,197 - $244,696
465 Added 6.78%
7,324 $3.52 Million
Q1 2023

Apr 19, 2023

BUY
$460.33 - $518.33 $61,223 - $68,937
133 Added 1.98%
6,859 $3.24 Million
Q4 2022

Jan 24, 2023

SELL
$498.86 - $555.15 $498 - $555
-1 Reduced 0.01%
6,726 $0
Q3 2022

Nov 07, 2022

BUY
$501.24 - $549.95 $4,511 - $4,949
9 Added 0.13%
6,727 $3.4 Million
Q2 2022

Aug 15, 2022

BUY
$452.06 - $546.01 $82,726 - $99,919
183 Added 2.8%
6,718 $3.45 Million
Q1 2022

May 16, 2022

SELL
$455.89 - $520.82 $2,735 - $3,124
-6 Reduced 0.09%
6,535 $3.33 Million
Q4 2021

Feb 18, 2022

BUY
$387.01 - $505.58 $2.53 Million - $3.31 Million
6,541 New
6,541 $3.28 Million

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 Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP 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 Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.