A detailed history of Rooted Wealth Advisors, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 571 shares of UNH stock, worth $357,017. This represents 0.15% of its overall portfolio holdings.

Number of Shares
571
Holding current value
$357,017
% of portfolio
0.15%

Shares

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

Nov 12, 2024

BUY
$488.01 - $604.18 $278,653 - $344,986
571 New
571 $333,000
Q4 2023

Feb 07, 2024

SELL
$509.47 - $552.97 $16,812 - $18,248
-33 Reduced 6.85%
449 $229,000
Q3 2023

Nov 21, 2023

SELL
$447.75 - $510.93 $11,641 - $13,284
-26 Reduced 5.12%
482 $259,000
Q2 2023

Aug 03, 2023

BUY
$458.49 - $526.23 $14,671 - $16,839
32 Added 6.72%
508 $239,000
Q1 2023

Apr 26, 2023

SELL
$460.33 - $518.33 $36,826 - $41,466
-80 Reduced 14.39%
476 $244,000
Q4 2022

Feb 13, 2023

BUY
$498.86 - $555.15 $277,366 - $308,663
556 New
556 $295,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $585B
  • 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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