A detailed history of Marotta Asset Management transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Marotta Asset Management holds 1,492 shares of UNH stock, worth $881,578. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,492
Previous 1,499 0.47%
Holding current value
$881,578
Previous $763,000 14.29%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Oct 03, 2024

SELL
$488.01 - $604.18 $3,416 - $4,229
-7 Reduced 0.47%
1,492 $872,000
Q2 2024

Jul 17, 2024

BUY
$439.2 - $524.63 $16,250 - $19,411
37 Added 2.53%
1,499 $763,000
Q1 2024

Apr 02, 2024

SELL
$472.6 - $545.42 $32,136 - $37,088
-68 Reduced 4.44%
1,462 $723,000
Q4 2023

Jan 03, 2024

SELL
$509.47 - $552.97 $47,890 - $51,979
-94 Reduced 5.79%
1,530 $805,000
Q3 2023

Oct 11, 2023

SELL
$447.75 - $510.93 $4,477 - $5,109
-10 Reduced 0.61%
1,624 $818,000
Q4 2022

Jan 03, 2023

SELL
$498.86 - $555.15 $7,981 - $8,882
-16 Reduced 0.97%
1,634 $0
Q3 2022

Oct 11, 2022

SELL
$501.24 - $549.95 $16,540 - $18,148
-33 Reduced 1.96%
1,650 $833,000
Q2 2022

Jul 21, 2022

SELL
$452.06 - $546.01 $2,260 - $2,730
-5 Reduced 0.3%
1,683 $864,000
Q1 2022

Apr 08, 2022

BUY
$455.89 - $520.82 $10,941 - $12,499
24 Added 1.44%
1,688 $860,000
Q4 2021

Jan 13, 2022

BUY
$387.01 - $505.58 $82,433 - $107,688
213 Added 14.68%
1,664 $835,000
Q2 2021

Jul 09, 2021

BUY
$364.37 - $420.89 $2,914 - $3,367
8 Added 0.55%
1,451 $581,000
Q4 2019

Feb 04, 2020

BUY
$215.36 - $295.97 $310,764 - $427,084
1,443 New
1,443 $424,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


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