A detailed history of Monte Financial Group, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Monte Financial Group, LLC holds 4,387 shares of UNH stock, worth $2.59 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
4,387
Previous 4,870 9.92%
Holding current value
$2.59 Million
Previous $2.48 Million 3.39%
% of portfolio
1.08%
Previous 1.1%

Shares

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

Oct 22, 2024

SELL
$488.01 - $604.18 $235,708 - $291,818
-483 Reduced 9.92%
4,387 $2.56 Million
Q2 2024

Jul 22, 2024

BUY
$439.2 - $524.63 $35,575 - $42,495
81 Added 1.69%
4,870 $2.48 Million
Q1 2024

Apr 29, 2024

BUY
$472.6 - $545.42 $30,246 - $34,906
64 Added 1.35%
4,789 $2.37 Million
Q4 2023

Jan 22, 2024

SELL
$509.47 - $552.97 $16,812 - $18,248
-33 Reduced 0.69%
4,725 $2.49 Million
Q3 2023

Oct 24, 2023

SELL
$447.75 - $510.93 $5,373 - $6,131
-12 Reduced 0.25%
4,758 $2.4 Million
Q2 2023

Jul 25, 2023

BUY
$458.49 - $526.23 $35,303 - $40,519
77 Added 1.64%
4,770 $2.29 Million
Q1 2023

Apr 26, 2023

BUY
$460.33 - $518.33 $1.5 Million - $1.69 Million
3,263 Added 228.18%
4,693 $2.22 Million
Q4 2022

Jan 23, 2023

SELL
$498.86 - $555.15 $3,990 - $4,441
-8 Reduced 0.56%
1,430 $0
Q3 2022

Oct 24, 2022

SELL
$501.24 - $549.95 $93,731 - $102,840
-187 Reduced 11.51%
1,438 $726,000
Q2 2022

Jul 20, 2022

BUY
$452.06 - $546.01 $5,424 - $6,552
12 Added 0.74%
1,625 $835,000
Q1 2022

Apr 22, 2022

SELL
$455.89 - $520.82 $369,726 - $422,385
-811 Reduced 33.46%
1,613 $823,000
Q4 2021

Jan 26, 2022

SELL
$387.01 - $505.58 $39,475 - $51,569
-102 Reduced 4.04%
2,424 $1.22 Million
Q3 2021

Oct 25, 2021

BUY
$390.74 - $429.71 $6,642 - $7,305
17 Added 0.68%
2,526 $987,000
Q2 2021

Jul 26, 2021

SELL
$364.37 - $420.89 $9,473 - $10,943
-26 Reduced 1.03%
2,509 $1.01 Million
Q1 2021

Apr 30, 2021

SELL
$324.34 - $379.06 $11,027 - $12,888
-34 Reduced 1.32%
2,535 $943,000
Q4 2020

Feb 03, 2021

SELL
$303.68 - $356.82 $785,620 - $923,093
-2,587 Closed
0 $0
Q3 2020

Nov 03, 2020

SELL
$291.16 - $323.7 $12,228 - $13,595
-42 Reduced 1.6%
2,587 $807,000
Q2 2020

Aug 03, 2020

SELL
$229.49 - $311.85 $458 - $623
-2 Reduced 0.08%
2,629 $775,000
Q1 2020

Apr 28, 2020

SELL
$194.86 - $305.31 $58,458 - $91,593
-300 Reduced 10.24%
2,631 $656,000
Q4 2019

Feb 04, 2020

BUY
$215.36 - $295.97 $31,873 - $43,803
148 Added 5.32%
2,931 $862,000
Q3 2019

Nov 06, 2019

BUY
$215.26 - $266.65 $77,063 - $95,460
358 Added 14.76%
2,783 $605,000
Q2 2019

Aug 07, 2019

BUY
$216.84 - $252.28 $16,913 - $19,677
78 Added 3.32%
2,425 $592,000
Q1 2019

Apr 23, 2019

BUY
$236.02 - $271.13 $159,785 - $183,555
677 Added 40.54%
2,347 $580,000
Q4 2018

Jan 31, 2019

BUY
$232.94 - $286.33 $14,442 - $17,752
62 Added 3.86%
1,670 $416,000
Q3 2018

Oct 16, 2018

BUY
$246.98 - $269.65 $20,005 - $21,841
81 Added 5.3%
1,608 $428,000
Q2 2018

Oct 16, 2018

BUY
$217.2 - $255.98 $21,937 - $25,853
101 Added 7.08%
1,527 $375,000
Q1 2018

Oct 16, 2018

BUY
$212.55 - $248.47 $303,096 - $354,318
1,426 New
1,426 $305,000

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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