A detailed history of Sovereign Financial Group, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 2,137 shares of UNH stock, worth $1.28 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,137
Previous 2,185 2.2%
Holding current value
$1.28 Million
Previous $1.11 Million 12.32%
% of portfolio
0.3%
Previous 0.28%

Shares

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

Oct 08, 2024

SELL
$488.01 - $604.18 $23,424 - $29,000
-48 Reduced 2.2%
2,137 $1.25 Million
Q2 2024

Jul 15, 2024

BUY
$439.2 - $524.63 $25,912 - $30,953
59 Added 2.78%
2,185 $1.11 Million
Q1 2024

Apr 15, 2024

BUY
$472.6 - $545.42 $22,684 - $26,180
48 Added 2.31%
2,126 $1.05 Million
Q4 2023

Feb 06, 2024

BUY
$509.47 - $552.97 $63,174 - $68,568
124 Added 6.35%
2,078 $1.09 Million
Q3 2023

Nov 03, 2023

SELL
$447.75 - $510.93 $79,251 - $90,434
-177 Reduced 8.31%
1,954 $985,000
Q2 2023

Jul 31, 2023

BUY
$458.49 - $526.23 $49,975 - $57,359
109 Added 5.39%
2,131 $1.02 Million
Q1 2023

May 04, 2023

BUY
$460.33 - $518.33 $36,366 - $40,948
79 Added 4.07%
2,022 $955,000
Q4 2022

Feb 13, 2023

BUY
$498.86 - $555.15 $167,118 - $185,975
335 Added 20.83%
1,943 $1.03 Million
Q3 2022

Nov 14, 2022

SELL
$501.24 - $549.95 $12,029 - $13,198
-24 Reduced 1.47%
1,608 $812,000
Q2 2022

Aug 15, 2022

BUY
$452.06 - $546.01 $4,520 - $5,460
10 Added 0.62%
1,632 $838,000
Q1 2022

May 16, 2022

BUY
$455.89 - $520.82 $106,678 - $121,871
234 Added 16.86%
1,622 $827,000
Q4 2021

Feb 15, 2022

BUY
$387.01 - $505.58 $59,986 - $78,364
155 Added 12.57%
1,388 $697,000
Q3 2021

Nov 12, 2021

BUY
$390.74 - $429.71 $11,722 - $12,891
30 Added 2.49%
1,233 $482,000
Q1 2021

May 17, 2021

BUY
$324.34 - $379.06 $1,621 - $1,895
5 Added 0.42%
1,203 $448,000
Q4 2020

Feb 16, 2021

BUY
$303.68 - $356.82 $363,808 - $427,470
1,198 New
1,198 $420,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $558B
  • 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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