A detailed history of Roth Financial Partners LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Roth Financial Partners LLC holds 435 shares of UNH stock, worth $212,284. This represents 0.1% of its overall portfolio holdings.

Number of Shares
435
Previous 462 5.84%
Holding current value
$212,284
Previous $228,000 3.07%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jul 03, 2024

SELL
$439.2 - $524.63 $11,858 - $14,165
-27 Reduced 5.84%
435 $221,000
Q4 2023

Jan 31, 2024

BUY
$509.47 - $552.97 $65,721 - $71,333
129 Added 38.74%
462 $243,000
Q2 2023

Jul 14, 2023

SELL
$458.49 - $526.23 $12,837 - $14,734
-28 Reduced 7.76%
333 $160,000
Q1 2023

Apr 05, 2023

SELL
$460.33 - $518.33 $27,619 - $31,099
-60 Reduced 14.25%
361 $170,000
Q4 2022

Jan 19, 2023

SELL
$498.86 - $555.15 $42,901 - $47,742
-86 Reduced 16.96%
421 $0
Q2 2022

Jul 11, 2022

SELL
$452.06 - $546.01 $135,165 - $163,256
-299 Reduced 37.1%
507 $260,000
Q1 2022

Apr 14, 2022

BUY
$455.89 - $520.82 $234,327 - $267,701
514 Added 176.03%
806 $411,000
Q4 2020

Jan 27, 2021

BUY
$303.68 - $356.82 $88,674 - $104,191
292 New
292 $102,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $456B
  • 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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