Jnba Financial Advisors Unitedhealth Group Inc Transaction History

Jnba Financial Advisors

$980 Million
Q3 2024

A detailed history of Jnba Financial Advisors transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Jnba Financial Advisors holds 4,686 shares of UNH stock, worth $2.34 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

4,686

Previous 4,666 0.43%

Holding current value

$2.34 Million

Previous $2.38 Million 15.28%

% of portfolio

0.28%

Previous 0.25%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$488.01 - $604.18 $9,760 - $12,083	20 Added 0.43%	4,686 $2.74 Million
Q1 2024 Apr 26, 2024	SELL	$472.6 - $545.42 $125,239 - $144,536	-265 Reduced 5.37%	4,666 $2.31 Million
Q4 2023 Feb 07, 2024	SELL	$509.47 - $552.97 $71,835 - $77,968	-141 Reduced 2.78%	4,931 $2.6 Million
Q3 2023 Nov 02, 2023	SELL	$447.75 - $510.93 $2,686 - $3,065	-6 Reduced 0.12%	5,072 $2.56 Million
Q2 2023 Aug 03, 2023	BUY	$458.49 - $526.23 $52,726 - $60,516	115 Added 2.32%	5,078 $2.44 Million
Q1 2023 May 01, 2023	SELL	$460.33 - $518.33 $7,825 - $8,811	-17 Reduced 0.34%	4,963 $2.35 Million
Q4 2022 Feb 06, 2023	SELL	$498.86 - $555.15 $59,364 - $66,062	-119 Reduced 2.33%	4,980 $2.64 Million
Q3 2022 Nov 07, 2022	SELL	$501.24 - $549.95 $52,128 - $57,194	-104 Reduced 2.0%	5,099 $2.58 Million
Q2 2022 Jul 22, 2022	BUY	$452.06 - $546.01 $154,604 - $186,735	342 Added 7.04%	5,203 $2.67 Million
Q1 2022 Apr 29, 2022	SELL	$455.89 - $520.82 $98,016 - $111,976	-215 Reduced 4.24%	4,861 $2.48 Million
Q4 2021 Feb 03, 2022	SELL	$387.01 - $505.58 $16,641 - $21,739	-43 Reduced 0.84%	5,076 $2.55 Million
Q3 2021 Nov 10, 2021	BUY	$390.74 - $429.71 $110,188 - $121,178	282 Added 5.83%	5,119 $2 Million
Q2 2021 Aug 04, 2021	BUY	$364.37 - $420.89 $1,821 - $2,104	5 Added 0.1%	4,837 $1.94 Million
Q1 2021 May 03, 2021	BUY	$324.34 - $379.06 $148,872 - $173,988	459 Added 10.5%	4,832 $1.8 Million
Q4 2020 Jan 25, 2021	SELL	$303.68 - $356.82 $44,337 - $52,095	-146 Reduced 3.23%	4,373 $1.53 Million
Q3 2020 Nov 05, 2020	BUY	$291.16 - $323.7 $1,746 - $1,942	6 Added 0.13%	4,519 $1.41 Million
Q2 2020 Jul 24, 2020	SELL	$229.49 - $311.85 $2,294 - $3,118	-10 Reduced 0.22%	4,513 $1.33 Million
Q4 2019 Feb 10, 2020	BUY	$215.36 - $295.97 $19,167 - $26,341	89 Added 2.01%	4,523 $1.33 Million
Q3 2019 Nov 01, 2019	SELL	$215.26 - $266.65 $86,534 - $107,193	-402 Reduced 8.31%	4,434 $964,000
Q1 2019 May 01, 2019	SELL	$236.02 - $271.13 $29,502 - $33,891	-125 Reduced 2.52%	4,836 $1.2 Million
Q4 2018 Feb 07, 2019	BUY	$232.94 - $286.33 $1.05 Million - $1.29 Million	4,511 Added 1002.44%	4,961 $1.24 Million
Q3 2018 Nov 01, 2018	SELL	$246.98 - $269.65 $336,880 - $367,802	-1,364 Reduced 75.19%	450 $120,000
Q1 2018 May 07, 2018	SELL	$212.55 - $248.47 $19,129 - $22,362	-90 Reduced 4.73%	1,814 $1.81 Million
Q4 2017 Jan 31, 2018	SELL	$192.52 - $228.17 $26,760 - $31,715	-139 Reduced 6.8%	1,904 $420,000
Q3 2017 Nov 13, 2017	BUY	$190.82 - $199.75 $19,272 - $20,174	101 Added 5.2%	2,043 $400,000
Q2 2017 Aug 14, 2017	BUY	N/A	1,942	1,942 $360,000

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

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Jnba Financial Advisors with notifications on news.

Account

Jnba Financial Advisors Unitedhealth Group Inc Transaction History