A detailed history of Fsm Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 3,527 shares of UNH stock, worth $1.72 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
3,527
Previous 3,612 2.35%
Holding current value
$1.72 Million
Previous $1.9 Million 8.26%
% of portfolio
0.62%
Previous 0.81%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$472.6 - $545.42 $40,171 - $46,360
-85 Reduced 2.35%
3,527 $1.74 Million
Q4 2023

May 14, 2024

BUY
$509.47 - $552.97 $7,642 - $8,294
15 Added 0.42%
3,612 $1.9 Million
Q3 2023

Nov 14, 2023

SELL
$447.75 - $510.93 $159,399 - $181,891
-356 Reduced 9.01%
3,597 $1.81 Million
Q2 2023

Jul 12, 2023

BUY
$458.49 - $526.23 $140,756 - $161,552
307 Added 8.42%
3,953 $1.9 Million
Q1 2023

Apr 24, 2023

SELL
$460.33 - $518.33 $54,779 - $61,681
-119 Reduced 3.16%
3,646 $1.72 Million
Q4 2022

Jan 19, 2023

BUY
$498.86 - $555.15 $33,922 - $37,750
68 Added 1.84%
3,765 $0
Q3 2022

Oct 24, 2022

BUY
$501.24 - $549.95 $143,354 - $157,285
286 Added 8.38%
3,697 $1.87 Million
Q2 2022

Aug 12, 2022

BUY
$452.06 - $546.01 $1.54 Million - $1.86 Million
3,411 New
3,411 $1.83 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 $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...
More about UNH
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