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 $3.78 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,771
Previous 6,788 0.25%
Holding current value
$3.78 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 $522B
  • 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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