A detailed history of Legacy Financial Advisors, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 5,306 shares of UNH stock, worth $3.08 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
5,306
Previous 5,229 1.47%
Holding current value
$3.08 Million
Previous $2.59 Million 4.49%
% of portfolio
0.53%
Previous 0.51%

Shares

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

Aug 13, 2024

BUY
$439.2 - $524.63 $33,818 - $40,396
77 Added 1.47%
5,306 $2.7 Million
Q1 2024

May 14, 2024

SELL
$472.6 - $545.42 $18,431 - $21,271
-39 Reduced 0.74%
5,229 $2.59 Million
Q4 2023

Feb 06, 2024

BUY
$509.47 - $552.97 $147,746 - $160,361
290 Added 5.83%
5,268 $2.77 Million
Q3 2023

Nov 13, 2023

BUY
$447.75 - $510.93 $225,218 - $256,997
503 Added 11.24%
4,978 $2.51 Million
Q2 2023

Aug 08, 2023

BUY
$458.49 - $526.23 $283,346 - $325,210
618 Added 16.02%
4,475 $2.15 Million
Q1 2023

May 03, 2023

SELL
$460.33 - $518.33 $159,734 - $179,860
-347 Reduced 8.25%
3,857 $1.82 Million
Q4 2022

Feb 06, 2023

BUY
$498.86 - $555.15 $197,548 - $219,839
396 Added 10.4%
4,204 $2.23 Million
Q3 2022

Nov 09, 2022

BUY
$501.24 - $549.95 $73,682 - $80,842
147 Added 4.02%
3,808 $1.92 Million
Q2 2022

Aug 08, 2022

BUY
$452.06 - $546.01 $49,274 - $59,515
109 Added 3.07%
3,661 $1.88 Million
Q1 2022

May 04, 2022

BUY
$455.89 - $520.82 $47,868 - $54,686
105 Added 3.05%
3,552 $1.81 Million
Q4 2021

Feb 04, 2022

BUY
$387.01 - $505.58 $45,280 - $59,152
117 Added 3.51%
3,447 $1.73 Million
Q3 2021

Oct 26, 2021

BUY
$390.74 - $429.71 $125,427 - $137,936
321 Added 10.67%
3,330 $1.3 Million
Q2 2021

Jul 21, 2021

SELL
$364.37 - $420.89 $58,663 - $67,763
-161 Reduced 5.08%
3,009 $1.21 Million
Q1 2021

Apr 28, 2021

BUY
$324.34 - $379.06 $64,867 - $75,812
200 Added 6.73%
3,170 $1.18 Million
Q4 2020

Feb 02, 2021

BUY
$303.68 - $356.82 $22,168 - $26,047
73 Added 2.52%
2,970 $1.04 Million
Q3 2020

Nov 09, 2020

BUY
$291.16 - $323.7 $843,490 - $937,758
2,897 New
2,897 $903,000
Q1 2020

May 12, 2020

SELL
$194.86 - $305.31 $379,002 - $593,827
-1,945 Closed
0 $0
Q4 2019

Jan 27, 2020

SELL
$215.36 - $295.97 $7,968 - $10,950
-37 Reduced 1.87%
1,945 $572,000
Q3 2019

Nov 07, 2019

SELL
$215.26 - $266.65 $1,076 - $1,333
-5 Reduced 0.25%
1,982 $431,000
Q2 2019

Aug 07, 2019

SELL
$216.84 - $252.28 $20,166 - $23,462
-93 Reduced 4.47%
1,987 $485,000
Q1 2019

May 14, 2019

BUY
$236.02 - $271.13 $82,370 - $94,624
349 Added 20.16%
2,080 $514,000
Q4 2018

Jan 16, 2019

SELL
$232.94 - $286.33 $6,289 - $7,730
-27 Reduced 1.54%
1,731 $431,000
Q3 2018

Oct 30, 2018

SELL
$246.98 - $269.65 $11,608 - $12,673
-47 Reduced 2.6%
1,758 $467,000
Q2 2018

Jul 17, 2018

BUY
$217.2 - $255.98 $18,027 - $21,246
83 Added 4.82%
1,805 $467,000
Q1 2018

Apr 12, 2018

SELL
$212.55 - $248.47 $22,955 - $26,834
-108 Reduced 5.9%
1,722 $390,000
Q4 2017

Feb 09, 2018

BUY
$192.52 - $228.17 $352,311 - $417,551
1,830
1,830 $403,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $543B
  • 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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