A detailed history of Roi Financial Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 821 shares of UNH stock, worth $263,146. This represents 0.17% of its overall portfolio holdings.

Number of Shares
821
Previous 2,755 70.2%
Holding current value
$263,146
Previous $859 Million 67.02%
% of portfolio
0.17%
Previous 0.55%

Shares

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

Nov 10, 2025

SELL
$237.77 - $353.61 $459,847 - $683,881
-1,934 Reduced 70.2%
821 $283 Million
Q2 2025

Aug 05, 2025

SELL
$274.35 - $599.47 $300,413 - $656,419
-1,095 Reduced 28.44%
2,755 $859 Million
Q1 2025

May 09, 2025

SELL
$461.52 - $548.18 $545,055 - $647,400
-1,181 Reduced 23.47%
3,850 $2.02 Billion
Q4 2024

Feb 12, 2025

SELL
$485.52 - $625.25 $104,872 - $135,054
-216 Reduced 4.12%
5,031 $2.54 Billion
Q3 2024

Nov 05, 2024

BUY
$488.01 - $604.18 $31,720 - $39,271
65 Added 1.25%
5,247 $3.07 Billion
Q2 2024

Aug 09, 2024

SELL
$439.2 - $524.63 $111,556 - $133,256
-254 Reduced 4.67%
5,182 $2.64 Billion
Q1 2024

May 13, 2024

SELL
$472.6 - $545.42 $60,492 - $69,813
-128 Reduced 2.3%
5,436 $2.69 Billion
Q4 2023

Feb 13, 2024

BUY
$509.47 - $552.97 $2.83 Million - $3.08 Million
5,564 New
5,564 $2.93 Billion

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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