Stokes Capital Advisors, LLC Unitedhealth Group Inc Transaction History

Stokes Capital Advisors, LLC

$338 Million
Q1 2024

A detailed history of Stokes Capital Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Stokes Capital Advisors, LLC holds 19,206 shares of UNH stock, worth $9.45 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares

19,206

Previous 18,349 4.67%

Holding current value

$9.45 Million

Previous $9.66 Million 1.65%

% of portfolio

2.81%

Previous 3.11%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$472.6 - $545.42 $405,018 - $467,424	857 Added 4.67%	19,206 $9.5 Million
Q4 2023 Jan 12, 2024	BUY	$509.47 - $552.97 $450,880 - $489,378	885 Added 5.07%	18,349 $9.66 Million
Q3 2023 Oct 10, 2023	BUY	$447.75 - $510.93 $140,593 - $160,432	314 Added 1.83%	17,464 $8.81 Million
Q2 2023 Jul 11, 2023	BUY	$458.49 - $526.23 $283,805 - $325,736	619 Added 3.74%	17,150 $8.24 Million
Q1 2023 Apr 12, 2023	BUY	$460.33 - $518.33 $576,793 - $649,467	1,253 Added 8.2%	16,531 $7.81 Million

Q4 2022 Jan 18, 2023	BUY	$498.86 - $555.15 $138,683 - $154,331	278 Added 1.85%	15,278 $0
Q3 2022 Oct 12, 2022	SELL	$501.24 - $549.95 $53,632 - $58,844	-107 Reduced 0.71%	15,000 $7.58 Million
Q2 2022 Jul 13, 2022	BUY	$452.06 - $546.01 $119,795 - $144,692	265 Added 1.79%	15,107 $7.76 Million
Q1 2022 May 10, 2022	BUY	$455.89 - $520.82 $170,046 - $194,265	373 Added 2.58%	14,842 $7.57 Million
Q4 2021 Jan 31, 2022	SELL	$387.01 - $505.58 $81,659 - $106,677	-211 Reduced 1.44%	14,469 $7.27 Million
Q3 2021 Oct 20, 2021	BUY	$390.74 - $429.71 $93,386 - $102,700	239 Added 1.66%	14,680 $5.74 Million
Q2 2021 Jul 14, 2021	BUY	$364.37 - $420.89 $638,376 - $737,399	1,752 Added 13.81%	14,441 $5.78 Million
Q1 2021 Apr 19, 2021	BUY	$324.34 - $379.06 $432,993 - $506,045	1,335 Added 11.76%	12,689 $4.72 Million
Q4 2020 Jan 19, 2021	BUY	$303.68 - $356.82 $115,398 - $135,591	380 Added 3.46%	11,354 $3.98 Million
Q3 2020 Oct 16, 2020	SELL	$291.16 - $323.7 $7,279 - $8,092	-25 Reduced 0.23%	10,974 $3.42 Million
Q2 2020 Jul 15, 2020	SELL	$229.49 - $311.85 $33,276 - $45,218	-145 Reduced 1.3%	10,999 $3.24 Million
Q1 2020 Apr 10, 2020	BUY	$194.86 - $305.31 $20,850 - $32,668	107 Added 0.97%	11,144 $2.78 Million
Q4 2019 Jan 23, 2020	SELL	$215.36 - $295.97 $57,285 - $78,728	-266 Reduced 2.35%	11,037 $3.25 Million
Q3 2019 Oct 24, 2019	BUY	$215.26 - $266.65 $291,246 - $360,777	1,353 Added 13.6%	11,303 $2.46 Million
Q2 2019 Jul 15, 2019	BUY	$216.84 - $252.28 $208,166 - $242,188	960 Added 10.68%	9,950 $2.43 Million
Q1 2019 May 03, 2019	BUY	$236.02 - $271.13 $795,387 - $913,708	3,370 Added 59.96%	8,990 $2.22 Million
Q4 2018 Jan 15, 2019	BUY	$232.94 - $286.33 $390,174 - $479,602	1,675 Added 42.46%	5,620 $1.4 Million
Q3 2018 Oct 12, 2018	BUY	$246.98 - $269.65 $974,336 - $1.06 Million	3,945 New	3,945 $1.05 Million

Others Institutions Holding UNH

# of Institutions

3,673

Shares Held

759M

Call Options Held

6.06M

Put Options Held

6.74M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $460B
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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Stokes Capital Advisors, LLC Unitedhealth Group Inc Transaction History