A detailed history of Tobias Financial Advisors, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 597 shares of UNH stock, worth $352,749. This represents 0.07% of its overall portfolio holdings.

Number of Shares
597
Previous 585 2.05%
Holding current value
$352,749
Previous $297,000 17.51%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 30, 2024

BUY
$488.01 - $604.18 $5,856 - $7,250
12 Added 2.05%
597 $349,000
Q2 2024

Aug 13, 2024

BUY
$439.2 - $524.63 $32,500 - $38,822
74 Added 14.48%
585 $297,000
Q1 2024

May 02, 2024

BUY
$472.6 - $545.42 $241,498 - $278,709
511 New
511 $252,000
Q1 2020

May 13, 2020

SELL
$194.86 - $305.31 $19,486 - $30,531
-100 Closed
0 $0
Q4 2019

Feb 04, 2020

BUY
$215.36 - $295.97 $21,536 - $29,597
100 New
100 $29,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $553B
  • 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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