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 5,499 shares of UNH stock, worth $2.78 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
5,499
Previous 5,306 3.64%
Holding current value
$2.78 Million
Previous $2.7 Million 18.99%
% of portfolio
0.62%
Previous 0.53%

Shares

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

Nov 13, 2024

BUY
$488.01 - $604.18 $94,185 - $116,606
193 Added 3.64%
5,499 $3.22 Million
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 $474B
  • 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

Track Legacy Financial Advisors, Inc. Portfolio

Follow Legacy Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.