A detailed history of Detalus Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Detalus Advisors, LLC holds 1,673 shares of UNH stock, worth $941,832. This represents 0.34% of its overall portfolio holdings.

Number of Shares
1,673
Previous 1,645 1.7%
Holding current value
$941,832
Previous $837,000 16.85%
% of portfolio
0.34%
Previous 0.3%

Shares

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

Oct 22, 2024

BUY
$488.01 - $604.18 $13,664 - $16,917
28 Added 1.7%
1,673 $978,000
Q2 2024

Jul 26, 2024

BUY
$439.2 - $524.63 $65,880 - $78,694
150 Added 10.03%
1,645 $837,000
Q1 2024

Apr 24, 2024

SELL
$472.6 - $545.42 $46,314 - $53,451
-98 Reduced 6.15%
1,495 $739,000
Q3 2023

Oct 26, 2023

SELL
$447.75 - $510.93 $67,162 - $76,639
-150 Reduced 8.61%
1,593 $803,000
Q2 2023

Jul 28, 2023

SELL
$458.49 - $526.23 $55,935 - $64,200
-122 Reduced 6.54%
1,743 $837,000
Q1 2023

May 15, 2023

SELL
$460.33 - $518.33 $4,603 - $5,183
-10 Reduced 0.53%
1,865 $881,000
Q4 2022

Feb 09, 2023

SELL
$498.86 - $555.15 $3,990 - $4,441
-8 Reduced 0.42%
1,875 $994,000
Q1 2022

Apr 25, 2022

SELL
$455.89 - $520.82 $4,558 - $5,208
-10 Reduced 0.53%
1,883 $960,000
Q2 2021

Jul 14, 2021

BUY
$364.37 - $420.89 $3,643 - $4,208
10 Added 0.53%
1,893 $758,000
Q1 2021

Apr 15, 2021

BUY
$324.34 - $379.06 $8,108 - $9,476
25 Added 1.35%
1,883 $701,000
Q4 2020

Jan 19, 2021

SELL
$303.68 - $356.82 $27,938 - $32,827
-92 Reduced 4.72%
1,858 $652,000
Q3 2020

Nov 18, 2020

SELL
$291.16 - $323.7 $41,053 - $45,641
-141 Reduced 6.74%
1,950 $608,000
Q2 2020

Aug 13, 2020

SELL
$229.49 - $311.85 $3,901 - $5,301
-17 Reduced 0.81%
2,091 $617,000
Q1 2020

May 15, 2020

BUY
$194.86 - $305.31 $212,397 - $332,787
1,090 Added 107.07%
2,108 $526,000
Q4 2019

Feb 13, 2020

BUY
$215.36 - $295.97 $219,236 - $301,297
1,018 New
1,018 $299,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $527B
  • 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 Detalus Advisors, LLC Portfolio

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

News

Stay updated on Detalus Advisors, LLC with notifications on news.