A detailed history of Hbk Sorce Advisory LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 12,638 shares of UNH stock, worth $6.46 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
12,638
Previous 13,028 2.99%
Holding current value
$6.46 Million
Previous $6.63 Million 11.38%
% of portfolio
0.29%
Previous 0.25%

Shares

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

Nov 12, 2024

SELL
$488.01 - $604.18 $190,323 - $235,630
-390 Reduced 2.99%
12,638 $7.39 Million
Q2 2024

Aug 08, 2024

SELL
$439.2 - $524.63 $540,216 - $645,294
-1,230 Reduced 8.63%
13,028 $6.63 Million
Q1 2024

May 09, 2024

SELL
$472.6 - $545.42 $184,314 - $212,713
-390 Reduced 2.66%
14,258 $7.05 Million
Q4 2023

Jan 25, 2024

SELL
$509.47 - $552.97 $553,284 - $600,525
-1,086 Reduced 6.9%
14,648 $7.71 Million
Q3 2023

Nov 06, 2023

BUY
$447.75 - $510.93 $449,541 - $512,973
1,004 Added 6.82%
15,734 $7.93 Million
Q2 2023

Aug 04, 2023

SELL
$458.49 - $526.23 $6.76 Million - $7.76 Million
-14,753 Reduced 50.04%
14,730 $7.08 Million
Q1 2023

Aug 15, 2023

BUY
$460.33 - $518.33 $315,786 - $355,574
686 Added 4.66%
15,416 $7.29 Million
Q1 2023

May 15, 2023

BUY
$460.33 - $518.33 $291,388 - $328,102
633 Added 2.19%
29,483 $20.9 Million
Q4 2022

Feb 09, 2023

BUY
$498.86 - $555.15 $6.96 Million - $7.75 Million
13,960 Added 93.75%
28,850 $15.3 Million
Q3 2022

Nov 14, 2022

BUY
$501.24 - $549.95 $902,232 - $989,910
1,800 Added 13.75%
14,890 $7.52 Million
Q2 2022

Aug 15, 2022

SELL
$452.06 - $546.01 $1.05 Million - $1.27 Million
-2,328 Reduced 15.1%
13,090 $6.72 Million
Q1 2022

May 13, 2022

SELL
$455.89 - $520.82 $955,545 - $1.09 Million
-2,096 Reduced 11.97%
15,418 $7.86 Million
Q4 2021

Feb 15, 2022

BUY
$387.01 - $505.58 $236,076 - $308,403
610 Added 3.61%
17,514 $8.8 Million
Q3 2021

Nov 15, 2021

BUY
$390.74 - $429.71 $579,076 - $636,830
1,482 Added 9.61%
16,904 $6.61 Million
Q2 2021

Aug 12, 2021

BUY
$364.37 - $420.89 $101,294 - $117,007
278 Added 1.84%
15,422 $6.18 Million
Q1 2021

May 14, 2021

SELL
$324.34 - $379.06 $31,460 - $36,768
-97 Reduced 0.64%
15,144 $5.64 Million
Q4 2020

Feb 12, 2021

BUY
$303.68 - $356.82 $171,579 - $201,603
565 Added 3.85%
15,241 $5.35 Million
Q3 2020

Nov 13, 2020

SELL
$291.16 - $323.7 $54,155 - $60,208
-186 Reduced 1.25%
14,676 $4.58 Million
Q2 2020

Aug 14, 2020

BUY
$229.49 - $311.85 $503,960 - $684,822
2,196 Added 17.34%
14,862 $4.39 Million
Q1 2020

May 15, 2020

SELL
$194.86 - $305.31 $313,529 - $491,243
-1,609 Reduced 11.27%
12,666 $3.16 Million
Q4 2019

Feb 13, 2020

BUY
$215.36 - $295.97 $79,683 - $109,508
370 Added 2.66%
14,275 $4.2 Million
Q3 2019

Nov 14, 2019

BUY
$215.26 - $266.65 $83,951 - $103,993
390 Added 2.89%
13,905 $3.02 Million
Q2 2019

Aug 15, 2019

BUY
$216.84 - $252.28 $2.13 Million - $2.48 Million
9,814 Added 265.17%
13,515 $3.3 Million
Q2 2019

Aug 14, 2019

SELL
$216.84 - $252.28 $1.75 Million - $2.03 Million
-8,052 Reduced 68.51%
3,701 $523,000
Q1 2019

May 13, 2019

BUY
$236.02 - $271.13 $325,471 - $373,888
1,379 Added 13.29%
11,753 $2.91 Million
Q4 2018

Feb 14, 2019

SELL
$232.94 - $286.33 $19,799 - $24,338
-85 Reduced 0.81%
10,374 $2.59 Million
Q3 2018

Nov 15, 2018

BUY
$246.98 - $269.65 $102,249 - $111,635
414 Added 4.12%
10,459 $2.78 Million
Q2 2018

Aug 10, 2018

BUY
$217.2 - $255.98 $103,170 - $121,590
475 Added 4.96%
10,045 $0
Q1 2018

May 15, 2018

BUY
$212.55 - $248.47 $68,228 - $79,758
321 Added 3.47%
9,570 $2.05 Million
Q4 2017

Feb 15, 2018

BUY
$192.52 - $228.17 $803,000 - $951,697
4,171 Added 82.14%
9,249 $2.04 Million
Q3 2017

Nov 14, 2017

BUY
$190.82 - $199.75 $968,983 - $1.01 Million
5,078
5,078 $995,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $478B
  • 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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