A detailed history of Jfs Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 667 shares of UNH stock, worth $384,905. This represents 0.03% of its overall portfolio holdings.

Number of Shares
667
Previous 763 12.58%
Holding current value
$384,905
Previous $377,000 10.08%
% of portfolio
0.03%
Previous 0.03%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

SELL
$439.2 - $524.63 $42,163 - $50,364
-96 Reduced 12.58%
667 $339,000
Q1 2024

Apr 30, 2024

BUY
$472.6 - $545.42 $28,356 - $32,725
60 Added 8.53%
763 $377,000
Q4 2023

Feb 07, 2024

BUY
$509.47 - $552.97 $116,668 - $126,630
229 Added 48.31%
703 $370,000
Q3 2023

Nov 02, 2023

BUY
$447.75 - $510.93 $32,685 - $37,297
73 Added 18.2%
474 $238,000
Q2 2023

Aug 07, 2023

SELL
$458.49 - $526.23 $6,877 - $7,893
-15 Reduced 3.61%
401 $192,000
Q1 2023

Apr 19, 2023

SELL
$460.33 - $518.33 $26,699 - $30,063
-58 Reduced 12.24%
416 $196,000
Q4 2022

Feb 13, 2023

SELL
$498.86 - $555.15 $14,466 - $16,099
-29 Reduced 5.77%
474 $251,000
Q3 2022

Oct 21, 2022

BUY
$501.24 - $549.95 $7,518 - $8,249
15 Added 3.07%
503 $254,000
Q2 2022

Aug 02, 2022

BUY
$452.06 - $546.01 $17,630 - $21,294
39 Added 8.69%
488 $250,000
Q1 2022

May 02, 2022

BUY
$455.89 - $520.82 $20,970 - $23,957
46 Added 11.41%
449 $229,000
Q4 2021

Feb 03, 2022

BUY
$387.01 - $505.58 $51,472 - $67,242
133 Added 49.26%
403 $202,000
Q3 2021

Nov 09, 2021

BUY
$390.74 - $429.71 $84,009 - $92,387
215 Added 390.91%
270 $106,000
Q4 2020

Feb 01, 2021

BUY
$303.68 - $356.82 $13,058 - $15,343
43 Added 358.33%
55 $19,000
Q1 2020

Apr 29, 2020

SELL
$194.86 - $305.31 $2,338 - $3,663
-12 Reduced 50.0%
12 $3,000
Q3 2019

Oct 31, 2019

BUY
$215.26 - $266.65 $5,166 - $6,399
24 New
24 $5,000
Q4 2018

Jan 28, 2019

SELL
$232.94 - $286.33 $10,482 - $12,884
-45 Closed
0 $0
Q3 2018

Nov 09, 2018

BUY
$246.98 - $269.65 $11,114 - $12,134
45 New
45 $12,000
Q2 2018

Jul 26, 2018

SELL
$217.2 - $255.98 $2,823 - $3,327
-13 Closed
0 $0
Q1 2018

Apr 26, 2018

BUY
$212.55 - $248.47 $212 - $248
1 Added 8.33%
13 $3,000
Q4 2017

Jan 31, 2018

BUY
$192.52 - $228.17 $2,310 - $2,738
12
12 $3,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $540B
  • 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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