A detailed history of Valmark Advisers, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Valmark Advisers, Inc. holds 6,939 shares of UNH stock, worth $4.1 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,939
Previous 6,970 0.44%
Holding current value
$4.1 Million
Previous $3.55 Million 14.31%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 25, 2024

SELL
$488.01 - $604.18 $15,128 - $18,729
-31 Reduced 0.44%
6,939 $4.06 Million
Q2 2024

Jul 31, 2024

BUY
$439.2 - $524.63 $110,678 - $132,206
252 Added 3.75%
6,970 $3.55 Million
Q1 2024

May 03, 2024

BUY
$472.6 - $545.42 $255,204 - $294,526
540 Added 8.74%
6,718 $3.32 Million
Q4 2023

Feb 02, 2024

BUY
$509.47 - $552.97 $166,087 - $180,268
326 Added 5.57%
6,178 $3.25 Million
Q3 2023

Nov 07, 2023

SELL
$447.75 - $510.93 $21,492 - $24,524
-48 Reduced 0.81%
5,852 $2.95 Million
Q2 2023

Aug 02, 2023

SELL
$458.49 - $526.23 $6,418 - $7,367
-14 Reduced 0.24%
5,900 $2.84 Million
Q1 2023

May 01, 2023

BUY
$460.33 - $518.33 $172,163 - $193,855
374 Added 6.75%
5,914 $2.79 Million
Q4 2022

Feb 06, 2023

BUY
$498.86 - $555.15 $30,929 - $34,419
62 Added 1.13%
5,540 $2.94 Million
Q3 2022

Nov 02, 2022

BUY
$501.24 - $549.95 $451,116 - $494,955
900 Added 19.66%
5,478 $2.77 Million
Q2 2022

Aug 01, 2022

SELL
$452.06 - $546.01 $11,753 - $14,196
-26 Reduced 0.56%
4,578 $2.35 Million
Q1 2022

May 10, 2022

BUY
$455.89 - $520.82 $122,634 - $140,100
269 Added 6.21%
4,604 $2.35 Million
Q4 2021

Feb 02, 2022

BUY
$387.01 - $505.58 $25,155 - $32,862
65 Added 1.52%
4,335 $2.18 Million
Q3 2021

Nov 09, 2021

BUY
$390.74 - $429.71 $84,009 - $92,387
215 Added 5.3%
4,270 $1.67 Million
Q2 2021

Aug 06, 2021

BUY
$364.37 - $420.89 $48,096 - $55,557
132 Added 3.36%
4,055 $1.62 Million
Q1 2021

May 04, 2021

SELL
$324.34 - $379.06 $17,514 - $20,469
-54 Reduced 1.36%
3,923 $1.46 Million
Q4 2020

Feb 03, 2021

BUY
$303.68 - $356.82 $765,880 - $899,900
2,522 Added 173.33%
3,977 $1.4 Million
Q3 2020

Nov 09, 2020

BUY
$291.16 - $323.7 $35,521 - $39,491
122 Added 9.15%
1,455 $453,000
Q2 2020

Jul 31, 2020

SELL
$229.49 - $311.85 $75,502 - $102,598
-329 Reduced 19.8%
1,333 $393,000
Q1 2020

May 01, 2020

BUY
$194.86 - $305.31 $102,496 - $160,593
526 Added 46.3%
1,662 $414,000
Q4 2019

Jan 31, 2020

SELL
$215.36 - $295.97 $15,721 - $21,605
-73 Reduced 6.04%
1,136 $334,000
Q3 2019

Nov 06, 2019

BUY
$215.26 - $266.65 $8,179 - $10,132
38 Added 3.25%
1,209 $263,000
Q1 2019

May 10, 2019

SELL
$236.02 - $271.13 $1,416 - $1,626
-6 Reduced 0.51%
1,171 $290,000
Q4 2018

Feb 07, 2019

BUY
$232.94 - $286.33 $11,879 - $14,602
51 Added 4.53%
1,177 $293,000
Q3 2018

Nov 02, 2018

BUY
$246.98 - $269.65 $10,373 - $11,325
42 Added 3.87%
1,126 $300,000
Q1 2018

May 07, 2018

SELL
$212.55 - $248.47 $102,874 - $120,259
-484 Reduced 30.87%
1,084 $232,000
Q4 2017

Feb 09, 2018

BUY
$192.52 - $228.17 $97,992 - $116,138
509 Added 48.06%
1,568 $346,000
Q3 2017

Nov 06, 2017

BUY
$190.82 - $199.75 $202,078 - $211,535
1,059
1,059 $207,000

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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