A detailed history of One Ascent Financial Services LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, One Ascent Financial Services LLC holds 3,218 shares of UNH stock, worth $1.9 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,218
Previous 3,288 2.13%
Holding current value
$1.9 Million
Previous $1.63 Million 0.74%
% of portfolio
0.23%
Previous 0.18%

Shares

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

Jul 17, 2024

SELL
$439.2 - $524.63 $30,744 - $36,724
-70 Reduced 2.13%
3,218 $1.64 Million
Q1 2024

Apr 16, 2024

BUY
$472.6 - $545.42 $37,808 - $43,633
80 Added 2.49%
3,288 $1.63 Million
Q4 2023

Jan 11, 2024

BUY
$509.47 - $552.97 $86,100 - $93,451
169 Added 5.56%
3,208 $1.69 Million
Q3 2023

Oct 13, 2023

BUY
$447.75 - $510.93 $307,156 - $350,497
686 Added 29.15%
3,039 $1.53 Million
Q2 2023

Jul 10, 2023

BUY
$458.49 - $526.23 $183,854 - $211,018
401 Added 20.54%
2,353 $1.13 Million
Q1 2023

Apr 17, 2023

SELL
$460.33 - $518.33 $52,477 - $59,089
-114 Reduced 5.52%
1,952 $922,000
Q4 2022

Jan 12, 2023

BUY
$498.86 - $555.15 $73,332 - $81,607
147 Added 7.66%
2,066 $1.1 Million
Q3 2022

Nov 02, 2022

BUY
$501.24 - $549.95 $24,059 - $26,397
48 Added 2.57%
1,919 $969,000
Q2 2022

Aug 08, 2022

BUY
$452.06 - $546.01 $117,987 - $142,508
261 Added 16.21%
1,871 $961,000
Q1 2022

May 12, 2022

BUY
$455.89 - $520.82 $733,982 - $838,520
1,610 New
1,610 $821,000
Q4 2021

Feb 08, 2022

SELL
$387.01 - $505.58 $614,571 - $802,861
-1,588 Closed
0 $0
Q3 2021

Nov 12, 2021

BUY
$390.74 - $429.71 $620,495 - $682,379
1,588 New
1,588 $621,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $551B
  • 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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