Symphony Financial, Ltd. Co. Unitedhealth Group Inc Transaction History

Symphony Financial, Ltd. Co.

$546 Million
Q2 2024

A detailed history of Symphony Financial, Ltd. Co. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 5,900 shares of UNH stock, worth $3.52 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

5,900

Previous 4,360 35.32%

Holding current value

$3.52 Million

Previous $2.16 Million 39.33%

% of portfolio

0.55%

Previous 0.5%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$439.2 - $524.63 $676,368 - $807,930	1,540 Added 35.32%	5,900 $3 Million
Q1 2024 Apr 17, 2024	SELL	$472.6 - $545.42 $355,395 - $410,155	-752 Reduced 14.71%	4,360 $2.16 Million
Q4 2023 Jan 18, 2024	BUY	$509.47 - $552.97 $1.04 Million - $1.13 Million	2,042 Added 66.51%	5,112 $2.69 Million
Q3 2023 Nov 07, 2023	BUY	$447.75 - $510.93 $29,103 - $33,210	65 Added 2.16%	3,070 $1.55 Million
Q2 2023 Jul 12, 2023	SELL	$458.49 - $526.23 $44,015 - $50,518	-96 Reduced 3.1%	3,005 $1.44 Million
Q1 2023 May 03, 2023	SELL	$460.33 - $518.33 $44,191 - $49,759	-96 Reduced 3.0%	3,101 $1.47 Million
Q4 2022 Jan 26, 2023	BUY	$498.86 - $555.15 $966,790 - $1.08 Million	1,938 Added 153.93%	3,197 $0
Q3 2022 Oct 27, 2022	BUY	$501.24 - $549.95 $22,054 - $24,197	44 Added 3.62%	1,259 $641,000
Q2 2022 Jul 18, 2022	SELL	$452.06 - $546.01 $27,575 - $33,306	-61 Reduced 4.78%	1,215 $627,000
Q1 2022 May 13, 2022	BUY	$455.89 - $520.82 $20,970 - $23,957	46 Added 3.74%	1,276 $685,000
Q4 2021 Jan 19, 2022	BUY	$387.01 - $505.58 $181,120 - $236,611	468 Added 61.42%	1,230 $618,000
Q3 2021 Oct 12, 2021	SELL	$390.74 - $429.71 $191,071 - $210,128	-489 Reduced 39.09%	762 $305,000
Q2 2021 Jul 13, 2021	SELL	$364.37 - $420.89 $585,542 - $676,370	-1,607 Reduced 56.23%	1,251 $500,000
Q1 2021 Apr 15, 2021	SELL	$324.34 - $379.06 $2.1 Million - $2.45 Million	-6,474 Reduced 69.37%	2,858 $919,000
Q4 2020 Jan 13, 2021	BUY	$303.68 - $356.82 $204,984 - $240,853	675 Added 7.8%	9,332 $3.26 Million
Q3 2020 Oct 09, 2020	BUY	$291.16 - $323.7 $249,815 - $277,734	858 Added 11.0%	8,657 $2.7 Million
Q2 2020 Jul 08, 2020	BUY	$229.49 - $311.85 $464,946 - $631,808	2,026 Added 35.09%	7,799 $2.3 Million
Q1 2020 May 07, 2020	BUY	$194.86 - $305.31 $1.12 Million - $1.76 Million	5,773 New	5,773 $1.45 Million

Others Institutions Holding UNH

# of Institutions

3,732

Shares Held

782M

Call Options Held

5.86M

Put Options Held

5.64M

View Full List

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...

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Symphony Financial, Ltd. Co. Unitedhealth Group Inc Transaction History