A detailed history of Walkner Condon Financial Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 841 shares of UNH stock, worth $496,921. This represents 0.1% of its overall portfolio holdings.

Number of Shares
841
Previous 773 8.8%
Holding current value
$496,921
Previous $393,000 24.94%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Oct 31, 2024

BUY
$488.01 - $604.18 $33,184 - $41,084
68 Added 8.8%
841 $491,000
Q2 2024

Jul 26, 2024

BUY
$439.2 - $524.63 $28,108 - $33,576
64 Added 9.03%
773 $393,000
Q1 2024

Apr 22, 2024

SELL
$472.6 - $545.42 $17,958 - $20,725
-38 Reduced 5.09%
709 $350,000
Q4 2023

Jan 23, 2024

BUY
$509.47 - $552.97 $100,875 - $109,488
198 Added 36.07%
747 $393,000
Q3 2023

Oct 19, 2023

BUY
$447.75 - $510.93 $29,551 - $33,721
66 Added 13.66%
549 $276,000
Q2 2023

Jul 21, 2023

SELL
$458.49 - $526.23 $2,292 - $2,631
-5 Reduced 1.02%
483 $232,000
Q1 2023

Apr 20, 2023

BUY
$460.33 - $518.33 $45,572 - $51,314
99 Added 25.45%
488 $230,000
Q4 2022

Jan 25, 2023

BUY
$498.86 - $555.15 $194,056 - $215,953
389 New
389 $0

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
Track This Portfolio

Track Walkner Condon Financial Advisors LLC Portfolio

Follow Walkner Condon Financial Advisors LLC 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 Walkner Condon Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walkner Condon Financial Advisors LLC with notifications on news.