Forvis Wealth Advisors, LLC Unitedhealth Group Inc Transaction History

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 3,245 shares of UNH stock, worth $1.62 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,245
Previous 3,077 5.46%
Holding current value
$1.62 Million
Previous $1.57 Million 21.14%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 14, 2024
BUY
$488.01 - $604.18 $81,985 - $101,502
168 Added 5.46%
3,245 $1.9 Million
Q2 2024

Aug 09, 2024
SELL
$439.2 - $524.63 $135,273 - $161,586
-308 Reduced 9.1%
3,077 $1.57 Million
Q1 2024

Apr 19, 2024
BUY
$472.6 - $545.42 $130,910 - $151,081
277 Added 8.91%
3,385 $1.67 Million
Q4 2023

Jan 11, 2024
SELL
$509.47 - $552.97 $100,875 - $109,488
-198 Reduced 5.99%
3,108 $1.64 Million
Q3 2023

Oct 25, 2023
SELL
$447.75 - $510.93 $895 - $1,021
-2 Reduced 0.06%
3,306 $1.67 Million
Q1 2023

Apr 26, 2023
BUY
$460.33 - $518.33 $69,049 - $77,749
150 Added 4.75%
3,308 $1.56 Million
Q4 2022

Feb 02, 2023
SELL
$498.86 - $555.15 $57,867 - $64,397
-116 Reduced 3.54%
3,158 $1.67 Million
Q3 2022

Oct 13, 2022
SELL
$501.24 - $549.95 $143,354 - $157,285
-286 Reduced 8.03%
3,274 $1.65 Million
Q2 2022

Jul 22, 2022
BUY
$452.06 - $546.01 $236,427 - $285,563
523 Added 17.22%
3,560 $1.83 Million
Q1 2022

May 10, 2022
BUY
$455.89 - $520.82 $218,827 - $249,993
480 Added 18.77%
3,037 $1.55 Million
Q4 2021

Jan 14, 2022
SELL
$387.01 - $505.58 $52,246 - $68,253
-135 Reduced 5.01%
2,557 $1.28 Million
Q3 2021

Oct 14, 2021
BUY
$390.74 - $429.71 $1,953 - $2,148
5 Added 0.19%
2,692 $1.05 Million
Q2 2021

Jul 14, 2021
SELL
$364.37 - $420.89 $214,613 - $247,904
-589 Reduced 17.98%
2,687 $1.08 Million
Q1 2021

Apr 23, 2021
SELL
$324.34 - $379.06 $1.36 Million - $1.59 Million
-4,188 Reduced 56.11%
3,276 $1.22 Million
Q4 2020

Jan 22, 2021
BUY
$303.68 - $356.82 $191,622 - $225,153
631 Added 9.23%
7,464 $2.62 Million
Q3 2020

Nov 05, 2020
BUY
$291.16 - $323.7 $36,395 - $40,462
125 Added 1.86%
6,833 $2.13 Million
Q2 2020

Jul 15, 2020
BUY
$229.49 - $311.85 $44,980 - $61,122
196 Added 3.01%
6,708 $1.98 Million
Q1 2020

Apr 10, 2020
BUY
$194.86 - $305.31 $11,691 - $18,318
60 Added 0.93%
6,512 $1.62 Million
Q4 2019

Jan 13, 2020
BUY
$215.36 - $295.97 $59,654 - $81,983
277 Added 4.49%
6,452 $1.9 Million
Q3 2019

Oct 29, 2019
BUY
$215.26 - $266.65 $73,834 - $91,460
343 Added 5.88%
6,175 $1.34 Million
Q2 2019

Jul 10, 2019
SELL
$216.84 - $252.28 $44,669 - $51,969
-206 Reduced 3.41%
5,832 $1.42 Million
Q1 2019

Apr 10, 2019
SELL
$236.02 - $271.13 $6,136 - $7,049
-26 Reduced 0.43%
6,038 $1.49 Million
Q4 2018

Jan 15, 2019
BUY
$232.94 - $286.33 $215,702 - $265,141
926 Added 18.02%
6,064 $1.51 Million
Q3 2018

Oct 09, 2018
SELL
$246.98 - $269.65 $62,979 - $68,760
-255 Reduced 4.73%
5,138 $1.37 Million
Q2 2018

Jul 13, 2018
SELL
$217.2 - $255.98 $23,023 - $27,133
-106 Reduced 1.93%
5,393 $1.32 Million
Q1 2018

May 25, 2018
BUY
$212.55 - $248.47 $2,125 - $2,484
10 Added 0.18%
5,499 $1.18 Million
Q1 2018

Apr 20, 2018
SELL
$212.55 - $248.47 $39,534 - $46,215
-186 Reduced 3.28%
5,489 $1.3 Million
Q4 2017

Jan 18, 2018
BUY
$192.52 - $228.17 $37,156 - $44,036
193 Added 3.52%
5,675 $1.25 Million
Q3 2017

Oct 13, 2017
BUY
$190.82 - $199.75 $1.05 Million - $1.1 Million
5,482
5,482 $1.07 Million

Others Institutions Holding UNH

# of Institutions
3,838
Shares Held
775M
Call Options Held
6.76M
Put Options Held
7.03M
View Full List

About UNITEDHEALTH GROUP INC

UNH Quotes by TradingView
  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $468B
  • 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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