A detailed history of Brio Consultants, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Brio Consultants, LLC holds 624 shares of UNH stock, worth $200,004. This represents 0.03% of its overall portfolio holdings.

Number of Shares
624
Previous 644 3.11%
Holding current value
$200,004
Previous $200,000 7.5%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

SELL
$237.77 - $353.61 $4,755 - $7,072
-20 Reduced 3.11%
624 $215,000
Q2 2025

Aug 07, 2025

BUY
$274.35 - $599.47 $41,152 - $89,920
150 Added 30.36%
644 $200,000
Q1 2025

Jul 07, 2025

SELL
$461.52 - $548.18 $118,610 - $140,882
-257 Reduced 34.22%
494 $258,000
Q1 2025

May 07, 2025

BUY
$461.52 - $548.18 $149,532 - $177,610
324 Added 75.88%
751 $393,000
Q4 2024

Jan 24, 2025

BUY
$485.52 - $625.25 $207,317 - $266,981
427 New
427 $216,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $300B
  • 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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