Sowell Financial Services LLC Unitedhealth Group Inc Transaction History

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Sowell Financial Services LLC holds 11,028 shares of UNH stock, worth $6.15 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
11,028
Previous 11,435 3.56%
Holding current value
$6.15 Million
Previous $5.82 Million 10.72%
% of portfolio
0.31%
Previous 0.28%

Shares

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

Oct 04, 2024
SELL
$488.01 - $604.18 $198,620 - $245,901
-407 Reduced 3.56%
11,028 $6.45 Million
Q2 2024

Aug 13, 2024
SELL
$439.2 - $524.63 $658,360 - $786,420
-1,499 Reduced 11.59%
11,435 $5.82 Million
Q1 2024

May 03, 2024
SELL
$472.6 - $545.42 $233,937 - $269,982
-495 Reduced 3.69%
12,934 $6.4 Million
Q4 2023

Jan 24, 2024
BUY
$509.47 - $552.97 $573,663 - $622,644
1,126 Added 9.15%
13,429 $7.07 Million
Q3 2023

Nov 08, 2023
SELL
$447.75 - $510.93 $1.17 Million - $1.33 Million
-2,610 Reduced 17.5%
12,303 $6.2 Million
Q2 2023

Aug 14, 2023
BUY
$458.49 - $526.23 $2.82 Million - $3.23 Million
6,141 Added 70.01%
14,913 $7.17 Million
Q1 2023

May 12, 2023
SELL
$460.33 - $518.33 $2.01 Million - $2.27 Million
-4,372 Reduced 33.26%
8,772 $4.15 Million
Q4 2022

Feb 09, 2023
SELL
$498.86 - $555.15 $359,179 - $399,708
-720 Reduced 5.19%
13,144 $6.97 Million
Q3 2022

Nov 15, 2022
SELL
$501.24 - $549.95 $1.11 Million - $1.22 Million
-2,217 Reduced 13.79%
13,864 $7 Million
Q2 2022

Aug 15, 2022
BUY
$452.06 - $546.01 $7.27 Million - $8.78 Million
16,081 New
16,081 $8.26 Million
Q1 2022

May 13, 2022
SELL
$455.89 - $520.82 $6.4 Million - $7.31 Million
-14,033 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$387.01 - $505.58 $371,529 - $485,356
960 Added 7.34%
14,033 $7.05 Million
Q3 2021

Nov 04, 2021
BUY
$390.74 - $429.71 $125,036 - $137,507
320 Added 2.51%
13,073 $5.11 Million
Q2 2021

Aug 05, 2021
SELL
$364.37 - $420.89 $1.03 Million - $1.2 Million
-2,840 Reduced 18.21%
12,753 $5.11 Million
Q1 2021

May 07, 2021
SELL
$324.34 - $379.06 $45,083 - $52,689
-139 Reduced 0.88%
15,593 $6.47 Million
Q4 2020

Jan 13, 2021
BUY
$303.68 - $356.82 $389,317 - $457,443
1,282 Added 8.87%
15,732 $5.52 Million
Q3 2020

Nov 12, 2020
BUY
$291.16 - $323.7 $26,495 - $29,456
91 Added 0.63%
14,450 $4.51 Million
Q2 2020

Aug 13, 2020
SELL
$229.49 - $311.85 $1.44 Million - $1.96 Million
-6,296 Reduced 30.48%
14,359 $4.24 Million
Q1 2020

May 12, 2020
BUY
$194.86 - $305.31 $306,904 - $480,863
1,575 Added 8.25%
20,655 $5.15 Million
Q4 2019

Feb 07, 2020
BUY
$215.36 - $295.97 $781,541 - $1.07 Million
3,629 Added 23.49%
19,080 $5.61 Million
Q3 2019

Nov 14, 2019
BUY
$215.26 - $266.65 $1.15 Million - $1.42 Million
5,333 Added 52.71%
15,451 $3.36 Million
Q1 2019

May 15, 2019
BUY
$236.02 - $271.13 $92,519 - $106,282
392 Added 4.03%
10,118 $0
Q4 2018

Mar 05, 2019
SELL
$232.94 - $286.33 $149,314 - $183,537
-641 Reduced 6.18%
9,726 $2.42 Million
Q3 2018

Nov 13, 2018
BUY
$246.98 - $269.65 $290,942 - $317,647
1,178 Added 12.82%
10,367 $2.76 Million
Q2 2018

Aug 14, 2018
SELL
$217.2 - $255.98 $76,454 - $90,104
-352 Reduced 3.69%
9,189 $2.4 Million
Q1 2018

May 10, 2018
SELL
$212.55 - $248.47 $186,618 - $218,156
-878 Reduced 8.43%
9,541 $2.23 Million
Q4 2017

Jan 29, 2018
BUY
$192.52 - $228.17 $641,476 - $760,262
3,332 Added 47.02%
10,419 $2.53 Million
Q3 2017

Nov 07, 2017
BUY
$190.82 - $199.75 $1.35 Million - $1.42 Million
7,087
7,087 $1.49 Million

Others Institutions Holding UNH

# of Institutions
3,806
Shares Held
788M
Call Options Held
5.85M
Put Options Held
5.63M
View Full List

About UNITEDHEALTH GROUP INC

UNH Quotes by TradingView
  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $522B
  • 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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