A detailed history of Stonebridge Financial Planning Group, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 1,286 shares of UNH stock, worth $746,574. This represents 0.34% of its overall portfolio holdings.

Number of Shares
1,286
Previous 1,366 5.86%
Holding current value
$746,574
Previous $675,000 3.11%
% of portfolio
0.34%
Previous 0.37%

Shares

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

Aug 07, 2024

SELL
$439.2 - $524.63 $35,136 - $41,970
-80 Reduced 5.86%
1,286 $654,000
Q4 2023

Feb 05, 2024

SELL
$509.47 - $552.97 $1,018 - $1,105
-2 Reduced 0.15%
1,366 $719,000
Q3 2023

Nov 07, 2023

SELL
$447.75 - $510.93 $17,014 - $19,415
-38 Reduced 2.7%
1,368 $689,000
Q2 2023

Aug 11, 2023

SELL
$458.49 - $526.23 $6,418 - $7,367
-14 Reduced 0.99%
1,406 $675,000
Q1 2023

May 03, 2023

BUY
$460.33 - $518.33 $137,638 - $154,980
299 Added 26.67%
1,420 $671,000
Q4 2022

Jan 18, 2023

BUY
$498.86 - $555.15 $49,886 - $55,515
100 Added 9.79%
1,121 $0
Q3 2022

Oct 31, 2022

BUY
$501.24 - $549.95 $57,642 - $63,244
115 Added 12.69%
1,021 $516,000
Q2 2022

Aug 01, 2022

SELL
$452.06 - $546.01 $36,164 - $43,680
-80 Reduced 8.11%
906 $465,000
Q1 2022

May 10, 2022

SELL
$455.89 - $520.82 $455 - $520
-1 Reduced 0.1%
986 $503,000
Q4 2021

Feb 02, 2022

BUY
$387.01 - $505.58 $85,142 - $111,227
220 Added 28.68%
987 $460,000
Q3 2021

Nov 08, 2021

SELL
$390.74 - $429.71 $9,768 - $10,742
-25 Reduced 3.16%
767 $351,000
Q2 2021

Jul 28, 2021

BUY
$364.37 - $420.89 $12,752 - $14,731
35 Added 4.62%
792 $329,000
Q3 2020

Oct 26, 2020

SELL
$291.16 - $323.7 $11,646 - $12,948
-40 Reduced 5.02%
757 $250,000
Q2 2020

Jul 24, 2020

BUY
$229.49 - $311.85 $17,211 - $23,388
75 Added 10.39%
797 $238,000
Q4 2019

Feb 07, 2020

BUY
$215.36 - $295.97 $155,489 - $213,690
722 New
722 $212,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $543B
  • 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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