A detailed history of Sovereign Financial Group, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 2,137 shares of UNH stock, worth $1.08 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,137
Previous 2,185 2.2%
Holding current value
$1.08 Million
Previous $1.11 Million 12.32%
% of portfolio
0.3%
Previous 0.28%

Shares

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

Oct 08, 2024

SELL
$488.01 - $604.18 $23,424 - $29,000
-48 Reduced 2.2%
2,137 $1.25 Million
Q2 2024

Jul 15, 2024

BUY
$439.2 - $524.63 $25,912 - $30,953
59 Added 2.78%
2,185 $1.11 Million
Q1 2024

Apr 15, 2024

BUY
$472.6 - $545.42 $22,684 - $26,180
48 Added 2.31%
2,126 $1.05 Million
Q4 2023

Feb 06, 2024

BUY
$509.47 - $552.97 $63,174 - $68,568
124 Added 6.35%
2,078 $1.09 Million
Q3 2023

Nov 03, 2023

SELL
$447.75 - $510.93 $79,251 - $90,434
-177 Reduced 8.31%
1,954 $985,000
Q2 2023

Jul 31, 2023

BUY
$458.49 - $526.23 $49,975 - $57,359
109 Added 5.39%
2,131 $1.02 Million
Q1 2023

May 04, 2023

BUY
$460.33 - $518.33 $36,366 - $40,948
79 Added 4.07%
2,022 $955,000
Q4 2022

Feb 13, 2023

BUY
$498.86 - $555.15 $167,118 - $185,975
335 Added 20.83%
1,943 $1.03 Million
Q3 2022

Nov 14, 2022

SELL
$501.24 - $549.95 $12,029 - $13,198
-24 Reduced 1.47%
1,608 $812,000
Q2 2022

Aug 15, 2022

BUY
$452.06 - $546.01 $4,520 - $5,460
10 Added 0.62%
1,632 $838,000
Q1 2022

May 16, 2022

BUY
$455.89 - $520.82 $106,678 - $121,871
234 Added 16.86%
1,622 $827,000
Q4 2021

Feb 15, 2022

BUY
$387.01 - $505.58 $59,986 - $78,364
155 Added 12.57%
1,388 $697,000
Q3 2021

Nov 12, 2021

BUY
$390.74 - $429.71 $11,722 - $12,891
30 Added 2.49%
1,233 $482,000
Q1 2021

May 17, 2021

BUY
$324.34 - $379.06 $1,621 - $1,895
5 Added 0.42%
1,203 $448,000
Q4 2020

Feb 16, 2021

BUY
$303.68 - $356.82 $363,808 - $427,470
1,198 New
1,198 $420,000

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
Track This Portfolio

Track Sovereign Financial Group, Inc. Portfolio

Follow Sovereign Financial Group, Inc. 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 Sovereign Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sovereign Financial Group, Inc. with notifications on news.