A detailed history of Beaumont Financial Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 4,226 shares of UNH stock, worth $2.36 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,226
Previous 4,369 3.27%
Holding current value
$2.36 Million
Previous $2.22 Million 11.06%
% of portfolio
0.22%
Previous 0.2%

Shares

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

Oct 09, 2024

SELL
$488.01 - $604.18 $69,785 - $86,397
-143 Reduced 3.27%
4,226 $2.47 Million
Q2 2024

Jul 24, 2024

SELL
$439.2 - $524.63 $19,324 - $23,083
-44 Reduced 1.0%
4,369 $2.22 Million
Q1 2024

May 10, 2024

SELL
$472.6 - $545.42 $2,835 - $3,272
-6 Reduced 0.14%
4,413 $2.18 Million
Q4 2023

Jan 31, 2024

SELL
$509.47 - $552.97 $138,575 - $150,407
-272 Reduced 5.8%
4,419 $2.33 Million
Q3 2023

Nov 01, 2023

BUY
$447.75 - $510.93 $93,132 - $106,273
208 Added 4.64%
4,691 $2.37 Million
Q2 2023

Aug 02, 2023

BUY
$458.49 - $526.23 $88,488 - $101,562
193 Added 4.5%
4,483 $2.15 Million
Q1 2023

May 08, 2023

SELL
$460.33 - $518.33 $21,175 - $23,843
-46 Reduced 1.06%
4,290 $2.03 Million
Q4 2022

Jan 25, 2023

BUY
$498.86 - $555.15 $2.16 Million - $2.41 Million
4,336 New
4,336 $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 $522B
  • 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 Beaumont Financial Advisors, LLC Portfolio

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

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.