A detailed history of Quantum Financial Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 1,055 shares of UNH stock, worth $338,148. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,055
Previous 1,438 26.63%
Holding current value
$338,148
Previous $448,000 18.75%
% of portfolio
0.07%
Previous 0.1%

Shares

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

Oct 07, 2025

SELL
$237.77 - $353.61 $91,065 - $135,432
-383 Reduced 26.63%
1,055 $364,000
Q2 2025

Jul 11, 2025

SELL
$274.35 - $599.47 $20,027 - $43,761
-73 Reduced 4.83%
1,438 $448,000
Q1 2025

Apr 08, 2025

SELL
$461.52 - $548.18 $5,076 - $6,029
-11 Reduced 0.72%
1,511 $791,000
Q1 2024

Apr 26, 2024

SELL
$472.6 - $545.42 $11,342 - $13,090
-24 Reduced 1.55%
1,522 $752,000
Q4 2023

Jan 08, 2024

SELL
$509.47 - $552.97 $72,344 - $78,521
-142 Reduced 8.41%
1,546 $813,000
Q3 2023

Nov 29, 2023

BUY
$447.75 - $510.93 $71,192 - $81,237
159 Added 10.4%
1,688 $851,000
Q1 2023

Apr 07, 2023

SELL
$460.33 - $518.33 $42,810 - $48,204
-93 Reduced 5.73%
1,529 $722,000
Q4 2022

Jan 17, 2023

BUY
$498.86 - $555.15 $4,988 - $5,551
10 Added 0.62%
1,622 $0
Q2 2022

Aug 15, 2022

BUY
$452.06 - $546.01 $728,720 - $880,168
1,612 New
1,612 $867,000

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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