A detailed history of Triad Financial Advisors, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 1,786 shares of UNH stock, worth $996,177. This represents 0.34% of its overall portfolio holdings.

Number of Shares
1,786
Previous 1,650 8.24%
Holding current value
$996,177
Previous $793,000 13.49%
% of portfolio
0.34%
Previous 0.33%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023

BUY
$447.75 - $510.93 $60,894 - $69,486
136 Added 8.24%
1,786 $900,000
Q2 2023

Jul 31, 2023

SELL
$458.49 - $526.23 $18,339 - $21,049
-40 Reduced 2.37%
1,650 $793,000
Q1 2023

May 05, 2023

SELL
$460.33 - $518.33 $10,587 - $11,921
-23 Reduced 1.34%
1,690 $798,000
Q4 2022

Feb 14, 2023

BUY
$498.86 - $555.15 $536,274 - $596,786
1,075 Added 168.5%
1,713 $908,000
Q3 2022

Nov 04, 2022

BUY
$501.24 - $549.95 $13,032 - $14,298
26 Added 4.25%
638 $322,000
Q2 2022

Aug 11, 2022

SELL
$452.06 - $546.01 $49,274 - $59,515
-109 Reduced 15.12%
612 $314,000
Q1 2022

May 09, 2022

SELL
$455.89 - $520.82 $14,132 - $16,145
-31 Reduced 4.12%
721 $368,000
Q4 2021

May 09, 2022

BUY
$387.01 - $505.58 $291,031 - $380,196
752 New
752 $378,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $522B
  • 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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