A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 700 shares of UNH stock, worth $357,805. This represents 0.33% of its overall portfolio holdings.

Number of Shares
700
Previous 735 4.76%
Holding current value
$357,805
Previous $374,000 9.36%
% of portfolio
0.33%
Previous 0.32%

Shares

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

Oct 24, 2024

SELL
$488.01 - $604.18 $17,080 - $21,146
-35 Reduced 4.76%
700 $409,000
Q1 2024

May 06, 2024

SELL
$472.6 - $545.42 $1,417 - $1,636
-3 Reduced 0.41%
735 $363,000
Q4 2023

Feb 08, 2024

BUY
$509.47 - $552.97 $1,528 - $1,658
3 Added 0.41%
738 $388,000
Q1 2023

May 11, 2023

SELL
$460.33 - $518.33 $3,682 - $4,146
-8 Reduced 1.08%
735 $347,000
Q4 2022

Jan 27, 2023

SELL
$498.86 - $555.15 $11,972 - $13,323
-24 Reduced 3.13%
743 $394,000
Q3 2022

Nov 02, 2022

SELL
$501.24 - $549.95 $3,007 - $3,299
-6 Reduced 0.78%
767 $387,000
Q2 2022

Aug 05, 2022

BUY
$452.06 - $546.01 $12,205 - $14,742
27 Added 3.62%
773 $397,000
Q4 2021

Feb 10, 2022

BUY
$387.01 - $505.58 $288,709 - $377,162
746 New
746 $375,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $478B
  • 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 Barnes Pettey Financial Advisors, LLC Portfolio

Follow Barnes Pettey 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 Barnes Pettey Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Barnes Pettey Financial Advisors, LLC with notifications on news.