A detailed history of Financial Planning & Information Services, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 699 shares of UNH stock, worth $353,763. This represents 0.06% of its overall portfolio holdings.

Number of Shares
699
Previous 738 5.28%
Holding current value
$353,763
Previous $375,000 8.8%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 12, 2024

SELL
$488.01 - $604.18 $19,032 - $23,563
-39 Reduced 5.28%
699 $408,000
Q1 2024

May 14, 2024

SELL
$472.6 - $545.42 $14,178 - $16,362
-30 Reduced 3.91%
738 $365,000
Q3 2023

Nov 14, 2023

SELL
$447.75 - $510.93 $2,238 - $2,554
-5 Reduced 0.65%
768 $387,000
Q1 2023

May 02, 2023

BUY
$460.33 - $518.33 $17,032 - $19,178
37 Added 5.03%
773 $365,000
Q2 2022

Jul 19, 2022

SELL
$452.06 - $546.01 $30,288 - $36,582
-67 Reduced 8.34%
736 $378,000
Q1 2022

Apr 19, 2022

BUY
$455.89 - $520.82 $45,589 - $52,082
100 Added 14.22%
803 $410,000
Q4 2021

Feb 02, 2022

BUY
$387.01 - $505.58 $19,350 - $25,279
50 Added 7.66%
703 $353,000
Q3 2021

Oct 13, 2021

BUY
$390.74 - $429.71 $4,298 - $4,726
11 Added 1.71%
653 $255,000
Q2 2021

Jul 29, 2021

SELL
$364.37 - $420.89 $13,117 - $15,152
-36 Reduced 5.31%
642 $257,000
Q1 2021

Apr 20, 2021

BUY
$324.34 - $379.06 $11,676 - $13,646
36 Added 5.61%
678 $252,000
Q3 2020

May 24, 2021

BUY
$291.16 - $323.7 $186,924 - $207,815
642 New
642 $200,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $473B
  • 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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