A detailed history of Source Financial Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Source Financial Advisors LLC holds 1,260 shares of UNH stock, worth $714,105. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,260
Previous 1,250 0.8%
Holding current value
$714,105
Previous $618,000 3.72%
% of portfolio
0.2%
Previous 0.19%

Shares

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

Jul 17, 2024

BUY
$439.2 - $524.63 $4,392 - $5,246
10 Added 0.8%
1,260 $641,000
Q1 2024

May 01, 2024

SELL
$472.6 - $545.42 $108,225 - $124,901
-229 Reduced 15.48%
1,250 $618,000
Q4 2023

Jan 11, 2024

SELL
$509.47 - $552.97 $3,566 - $3,870
-7 Reduced 0.47%
1,479 $778,000
Q3 2023

Oct 26, 2023

BUY
$447.75 - $510.93 $21,044 - $24,013
47 Added 3.27%
1,486 $749,000
Q2 2023

Jul 24, 2023

BUY
$458.49 - $526.23 $34,386 - $39,467
75 Added 5.5%
1,439 $691,000
Q1 2023

Apr 20, 2023

SELL
$460.33 - $518.33 $130,733 - $147,205
-284 Reduced 17.23%
1,364 $644,000
Q4 2022

Jan 31, 2023

SELL
$498.86 - $555.15 $21,450 - $23,871
-43 Reduced 2.54%
1,648 $873,000
Q3 2022

Nov 14, 2022

BUY
$501.24 - $549.95 $16,039 - $17,598
32 Added 1.93%
1,691 $854,000
Q2 2022

Aug 15, 2022

BUY
$452.06 - $546.01 $18,986 - $22,932
42 Added 2.6%
1,659 $853,000
Q1 2022

May 16, 2022

SELL
$455.89 - $520.82 $20,515 - $23,436
-45 Reduced 2.71%
1,617 $825,000
Q4 2021

Feb 14, 2022

SELL
$387.01 - $505.58 $68,113 - $88,982
-176 Reduced 9.58%
1,662 $835,000
Q3 2021

Nov 15, 2021

BUY
$390.74 - $429.71 $5,861 - $6,445
15 Added 0.82%
1,838 $718,000
Q2 2021

Aug 16, 2021

BUY
$364.37 - $420.89 $33,522 - $38,721
92 Added 5.31%
1,823 $730,000
Q1 2021

May 17, 2021

BUY
$324.34 - $379.06 $53,191 - $62,165
164 Added 10.47%
1,731 $644,000
Q4 2020

Feb 16, 2021

BUY
$303.68 - $356.82 $475,866 - $559,136
1,567 New
1,567 $550,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $530B
  • 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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