A detailed history of Valeo Financial Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 14,894 shares of UNH stock, worth $7.54 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
14,894
Previous 15,064 1.13%
Holding current value
$7.54 Million
Previous $7.67 Million 13.52%
% of portfolio
0.23%
Previous 0.22%

Shares

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

Oct 10, 2024

SELL
$488.01 - $604.18 $82,961 - $102,710
-170 Reduced 1.13%
14,894 $8.71 Million
Q2 2024

Jul 10, 2024

BUY
$439.2 - $524.63 $547,243 - $653,688
1,246 Added 9.02%
15,064 $7.67 Million
Q1 2024

Apr 25, 2024

SELL
$472.6 - $545.42 $401,237 - $463,061
-849 Reduced 5.79%
13,818 $6.84 Million
Q1 2024

Apr 19, 2024

BUY
$472.6 - $545.42 $90,266 - $104,175
191 Added 1.32%
14,667 $7.26 Million
Q4 2023

Jan 29, 2024

BUY
$509.47 - $552.97 $233,337 - $253,260
458 Added 3.27%
14,476 $7.62 Million
Q3 2023

Oct 19, 2023

BUY
$447.75 - $510.93 $1.07 Million - $1.22 Million
2,382 Added 20.47%
14,018 $7.07 Million
Q2 2023

Jul 14, 2023

SELL
$458.49 - $526.23 $629,965 - $723,040
-1,374 Reduced 10.56%
11,636 $5.59 Million
Q1 2023

Apr 17, 2023

BUY
$460.33 - $518.33 $1.48 Million - $1.66 Million
3,212 Added 32.78%
13,010 $6.15 Million
Q4 2022

Feb 09, 2023

BUY
$498.86 - $555.15 $840,080 - $934,872
1,684 Added 20.75%
9,798 $5.2 Million
Q3 2022

Oct 31, 2022

BUY
$501.24 - $549.95 $479,686 - $526,302
957 Added 13.37%
8,114 $4.1 Million
Q2 2022

Aug 03, 2022

SELL
$452.06 - $546.01 $1.16 Million - $1.4 Million
-2,559 Reduced 26.34%
7,157 $3.68 Million
Q1 2022

Apr 28, 2022

BUY
$455.89 - $520.82 $992,472 - $1.13 Million
2,177 Added 28.88%
9,716 $4.96 Million
Q4 2021

Jan 07, 2022

BUY
$387.01 - $505.58 $259,683 - $339,244
671 Added 9.77%
7,539 $3.79 Million
Q3 2021

Nov 02, 2021

BUY
$390.74 - $429.71 $398,554 - $438,304
1,020 Added 17.44%
6,868 $2.68 Million
Q2 2021

Jul 22, 2021

BUY
$364.37 - $420.89 $152,306 - $175,932
418 Added 7.7%
5,848 $2.34 Million
Q1 2021

Apr 12, 2021

BUY
$324.34 - $379.06 $96,977 - $113,338
299 Added 5.83%
5,430 $2.02 Million
Q4 2020

Feb 11, 2021

SELL
$303.68 - $356.82 $19,435 - $22,836
-64 Reduced 1.23%
5,131 $1.8 Million
Q3 2020

Oct 28, 2020

SELL
$291.16 - $323.7 $686,846 - $763,608
-2,359 Reduced 31.23%
5,195 $1.62 Million
Q2 2020

Jul 20, 2020

BUY
$229.49 - $311.85 $133,104 - $180,873
580 Added 8.32%
7,554 $2.23 Million
Q1 2020

Apr 13, 2020

SELL
$194.86 - $305.31 $43,648 - $68,389
-224 Reduced 3.11%
6,974 $1.84 Million
Q4 2019

Jan 24, 2020

BUY
$215.36 - $295.97 $401,861 - $552,280
1,866 Added 35.0%
7,198 $2.12 Million
Q3 2019

Oct 15, 2019

BUY
$215.26 - $266.65 $178,020 - $220,519
827 Added 18.36%
5,332 $1.16 Million
Q2 2019

Jul 10, 2019

BUY
$216.84 - $252.28 $171,520 - $199,553
791 Added 21.3%
4,505 $1.1 Million
Q1 2019

Apr 12, 2019

SELL
$236.02 - $271.13 $28,794 - $33,077
-122 Reduced 3.18%
3,714 $918,000
Q4 2018

Jan 30, 2019

SELL
$232.94 - $286.33 $66,853 - $82,176
-287 Reduced 6.96%
3,836 $956,000
Q3 2018

Nov 01, 2018

BUY
$246.98 - $269.65 $80,515 - $87,905
326 Added 8.59%
4,123 $1.07 Million
Q2 2018

Aug 14, 2018

SELL
$217.2 - $255.98 $117,288 - $138,229
-540 Reduced 12.45%
3,797 $990,000
Q1 2018

Apr 12, 2018

BUY
$212.55 - $248.47 $217,651 - $254,433
1,024 Added 30.91%
4,337 $928,000
Q4 2017

Feb 09, 2018

BUY
$192.52 - $228.17 $192,520 - $228,170
1,000 Added 43.23%
3,313 $730,000
Q3 2017

Nov 14, 2017

BUY
$190.82 - $199.75 $441,366 - $462,021
2,313
2,313 $453,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $473B
  • 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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