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 19,490 shares of UNH stock, worth $11.9 Million. This represents 2.98% of its overall portfolio holdings.

Number of Shares
19,490
Previous 19,716 1.15%
Holding current value
$11.9 Million
Previous $10 Million 13.5%
% of portfolio
2.98%
Previous 2.84%

Shares

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

Oct 07, 2024

SELL
$488.01 - $604.18 $110,290 - $136,544
-226 Reduced 1.15%
19,490 $11.4 Million
Q2 2024

Jul 19, 2024

BUY
$439.2 - $524.63 $223,992 - $267,561
510 Added 2.66%
19,716 $10 Million
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

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $569B
  • 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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