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 $893,232. This represents 0.34% of its overall portfolio holdings.

Number of Shares
1,786
Previous 1,650 8.24%
Holding current value
$893,232
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 $468B
  • 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
Track This Portfolio

Track Triad Financial Advisors, Inc. Portfolio

Follow Triad Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Triad Financial Advisors, Inc. with notifications on news.