Holistic Financial Partners Unitedhealth Group Inc Transaction History

Holistic Financial Partners

$205 Million
Q3 2024

A detailed history of Holistic Financial Partners transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Holistic Financial Partners holds 886 shares of UNH stock, worth $523,510. This represents 0.25% of its overall portfolio holdings.

Number of Shares

886

Previous 1,024 13.48%

Holding current value

$523,510

Previous $521,000 0.58%

% of portfolio

0.25%

Previous 0.28%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$488.01 - $604.18 $67,345 - $83,376	-138 Reduced 13.48%	886 $518,000
Q2 2024 Jul 30, 2024	SELL	$439.2 - $524.63 $99,259 - $118,566	-226 Reduced 18.08%	1,024 $521,000
Q1 2024 May 08, 2024	SELL	$472.6 - $545.42 $15,595 - $17,998	-33 Reduced 2.57%	1,250 $618,000
Q4 2023 Feb 12, 2024	BUY	$509.47 - $552.97 $38,210 - $41,472	75 Added 6.21%	1,283 $675,000
Q3 2023 Nov 08, 2023	SELL	$447.75 - $510.93 $12,984 - $14,816	-29 Reduced 2.34%	1,208 $609,000
Q2 2023 Aug 09, 2023	SELL	$458.49 - $526.23 $33,469 - $38,414	-73 Reduced 5.57%	1,237 $594,000
Q1 2023 May 04, 2023	BUY	$460.33 - $518.33 $60,763 - $68,419	132 Added 11.21%	1,310 $619,000
Q4 2022 Feb 07, 2023	BUY	$498.86 - $555.15 $70,838 - $78,831	142 Added 13.71%	1,178 $624,000
Q3 2022 Nov 09, 2022	BUY	$501.24 - $549.95 $11,027 - $12,098	22 Added 2.17%	1,036 $523,000
Q2 2022 Aug 02, 2022	SELL	$452.06 - $546.01 $25,767 - $31,122	-57 Reduced 5.32%	1,014 $521,000
Q1 2022 May 13, 2022	BUY	$455.89 - $520.82 $36,471 - $41,665	80 Added 8.07%	1,071 $546,000
Q4 2021 Feb 11, 2022	SELL	$387.01 - $505.58 $5,418 - $7,078	-14 Reduced 1.39%	991 $498,000
Q3 2021 Nov 12, 2021	SELL	$390.74 - $429.71 $2,344 - $2,578	-6 Reduced 0.59%	1,005 $393,000
Q2 2021 Aug 13, 2021	BUY	$364.37 - $420.89 $8,016 - $9,259	22 Added 2.22%	1,011 $405,000
Q1 2021 May 11, 2021	SELL	$324.34 - $379.06 $31,785 - $37,147	-98 Reduced 9.02%	989 $368,000
Q4 2020 Feb 10, 2021	BUY	$303.68 - $356.82 $1,214 - $1,427	4 Added 0.37%	1,087 $381,000
Q3 2020 Nov 13, 2020	BUY	$291.16 - $323.7 $66,384 - $73,803	228 Added 26.67%	1,083 $336,000
Q2 2020 Aug 13, 2020	BUY	$229.49 - $311.85 $196,213 - $266,631	855 New	855 $252,000
Q1 2020 May 05, 2020	SELL	$194.86 - $305.31 $154,134 - $241,500	-791 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$215.36 - $295.97 $170,349 - $234,112	791 New	791 $233,000
Q2 2018 Aug 14, 2018	SELL	$217.2 - $255.98 $18,679 - $22,014	-86 Closed	0 $0
Q1 2018 May 14, 2018	SELL	$212.55 - $248.47 $5,526 - $6,460	-26 Reduced 23.21%	86 $18,000
Q4 2017 Feb 09, 2018	BUY	$192.52 - $228.17 $21,562 - $25,555	112	112 $25,000

Others Institutions Holding UNH

# of Institutions

3,833

Shares Held

777M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $553B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Financial Partners, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Financial Partners with notifications on news.

Account

Holistic Financial Partners Unitedhealth Group Inc Transaction History