Souders Financial Advisors Unitedhealth Group Inc Transaction History

Souders Financial Advisors

$661 Million
Q4 2024

A detailed history of Souders Financial Advisors transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Souders Financial Advisors holds 9,412 shares of UNH stock, worth $4.39 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

9,412

Previous 11,521 18.31%

Holding current value

$4.39 Million

Previous $6.74 Million 29.32%

% of portfolio

0.72%

Previous 0.99%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$485.52 - $625.25 $1.02 Million - $1.32 Million	-2,109 Reduced 18.31%	9,412 $4.76 Million
Q3 2024 Nov 05, 2024	BUY	$488.01 - $604.18 $29,280 - $36,250	60 Added 0.52%	11,521 $6.74 Million
Q2 2024 Aug 28, 2024	BUY	$439.2 - $524.63 $112,435 - $134,305	256 Added 2.28%	11,461 $5.84 Million
Q1 2024 May 08, 2024	BUY	$472.6 - $545.42 $172,499 - $199,078	365 Added 3.37%	11,205 $5.54 Million
Q4 2023 Jan 24, 2024	SELL	$509.47 - $552.97 $68,268 - $74,097	-134 Reduced 1.22%	10,840 $5.71 Million
Q3 2023 Nov 06, 2023	BUY	$447.75 - $510.93 $283,873 - $323,929	634 Added 6.13%	10,974 $5.53 Million
Q2 2023 Aug 09, 2023	SELL	$458.49 - $526.23 $51,350 - $58,937	-112 Reduced 1.07%	10,340 $4.97 Million
Q1 2023 May 09, 2023	BUY	$460.33 - $518.33 $23,937 - $26,953	52 Added 0.5%	10,452 $4.94 Million
Q4 2022 Feb 13, 2023	BUY	$498.86 - $555.15 $112,742 - $125,463	226 Added 2.22%	10,400 $5.51 Million
Q3 2022 Nov 10, 2022	SELL	$501.24 - $549.95 $188,466 - $206,781	-376 Reduced 3.56%	10,174 $5.14 Million
Q2 2022 Aug 05, 2022	SELL	$452.06 - $546.01 $112,110 - $135,410	-248 Reduced 2.3%	10,550 $5.42 Million
Q1 2022 May 04, 2022	SELL	$455.89 - $520.82 $9,117 - $10,416	-20 Reduced 0.18%	10,798 $5.51 Million
Q4 2021 Feb 04, 2022	BUY	$387.01 - $505.58 $82,820 - $108,194	214 Added 2.02%	10,818 $5.43 Million
Q3 2021 Nov 03, 2021	BUY	$390.74 - $429.71 $179,349 - $197,236	459 Added 4.52%	10,604 $4.14 Million
Q2 2021 Aug 09, 2021	BUY	$364.37 - $420.89 $77,610 - $89,649	213 Added 2.14%	10,145 $4.06 Million
Q1 2021 May 13, 2021	SELL	$324.34 - $379.06 $404,451 - $472,687	-1,247 Reduced 11.15%	9,932 $3.7 Million
Q4 2020 Feb 09, 2021	BUY	$303.68 - $356.82 $47,374 - $55,663	156 Added 1.42%	11,179 $3.92 Million
Q3 2020 Nov 12, 2020	SELL	$291.16 - $323.7 $395,686 - $439,908	-1,359 Reduced 10.98%	11,023 $3.9 Million
Q2 2020 Aug 11, 2020	BUY	$229.49 - $311.85 $1.05 Million - $1.43 Million	4,576 Added 58.62%	12,382 $3.65 Million
Q1 2020 May 12, 2020	BUY	$194.86 - $305.31 $1.52 Million - $2.38 Million	7,806 New	7,806 $1.95 Million

Others Institutions Holding UNH

# of Institutions

4,057

Shares Held

787M

Call Options Held

9.06M

Put Options Held

9.06M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $436B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Souders Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Souders Financial Advisors with notifications on news.

Account

Souders Financial Advisors Unitedhealth Group Inc Transaction History