A detailed history of Stokes Capital Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Stokes Capital Advisors, LLC holds 19,490 shares of UNH stock, worth $9.86 Million. This represents 2.98% of its overall portfolio holdings.

Number of Shares
19,490
Previous 19,716 1.15%
Holding current value
$9.86 Million
Previous $10 Million 13.5%
% of portfolio
2.98%
Previous 2.84%

Shares

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

Oct 07, 2024

SELL
$488.01 - $604.18 $110,290 - $136,544
-226 Reduced 1.15%
19,490 $11.4 Million
Q2 2024

Jul 19, 2024

BUY
$439.2 - $524.63 $223,992 - $267,561
510 Added 2.66%
19,716 $10 Million
Q1 2024

Apr 15, 2024

BUY
$472.6 - $545.42 $405,018 - $467,424
857 Added 4.67%
19,206 $9.5 Million
Q4 2023

Jan 12, 2024

BUY
$509.47 - $552.97 $450,880 - $489,378
885 Added 5.07%
18,349 $9.66 Million
Q3 2023

Oct 10, 2023

BUY
$447.75 - $510.93 $140,593 - $160,432
314 Added 1.83%
17,464 $8.81 Million
Q2 2023

Jul 11, 2023

BUY
$458.49 - $526.23 $283,805 - $325,736
619 Added 3.74%
17,150 $8.24 Million
Q1 2023

Apr 12, 2023

BUY
$460.33 - $518.33 $576,793 - $649,467
1,253 Added 8.2%
16,531 $7.81 Million
Q4 2022

Jan 18, 2023

BUY
$498.86 - $555.15 $138,683 - $154,331
278 Added 1.85%
15,278 $0
Q3 2022

Oct 12, 2022

SELL
$501.24 - $549.95 $53,632 - $58,844
-107 Reduced 0.71%
15,000 $7.58 Million
Q2 2022

Jul 13, 2022

BUY
$452.06 - $546.01 $119,795 - $144,692
265 Added 1.79%
15,107 $7.76 Million
Q1 2022

May 10, 2022

BUY
$455.89 - $520.82 $170,046 - $194,265
373 Added 2.58%
14,842 $7.57 Million
Q4 2021

Jan 31, 2022

SELL
$387.01 - $505.58 $81,659 - $106,677
-211 Reduced 1.44%
14,469 $7.27 Million
Q3 2021

Oct 20, 2021

BUY
$390.74 - $429.71 $93,386 - $102,700
239 Added 1.66%
14,680 $5.74 Million
Q2 2021

Jul 14, 2021

BUY
$364.37 - $420.89 $638,376 - $737,399
1,752 Added 13.81%
14,441 $5.78 Million
Q1 2021

Apr 19, 2021

BUY
$324.34 - $379.06 $432,993 - $506,045
1,335 Added 11.76%
12,689 $4.72 Million
Q4 2020

Jan 19, 2021

BUY
$303.68 - $356.82 $115,398 - $135,591
380 Added 3.46%
11,354 $3.98 Million
Q3 2020

Oct 16, 2020

SELL
$291.16 - $323.7 $7,279 - $8,092
-25 Reduced 0.23%
10,974 $3.42 Million
Q2 2020

Jul 15, 2020

SELL
$229.49 - $311.85 $33,276 - $45,218
-145 Reduced 1.3%
10,999 $3.24 Million
Q1 2020

Apr 10, 2020

BUY
$194.86 - $305.31 $20,850 - $32,668
107 Added 0.97%
11,144 $2.78 Million
Q4 2019

Jan 23, 2020

SELL
$215.36 - $295.97 $57,285 - $78,728
-266 Reduced 2.35%
11,037 $3.25 Million
Q3 2019

Oct 24, 2019

BUY
$215.26 - $266.65 $291,246 - $360,777
1,353 Added 13.6%
11,303 $2.46 Million
Q2 2019

Jul 15, 2019

BUY
$216.84 - $252.28 $208,166 - $242,188
960 Added 10.68%
9,950 $2.43 Million
Q1 2019

May 03, 2019

BUY
$236.02 - $271.13 $795,387 - $913,708
3,370 Added 59.96%
8,990 $2.22 Million
Q4 2018

Jan 15, 2019

BUY
$232.94 - $286.33 $390,174 - $479,602
1,675 Added 42.46%
5,620 $1.4 Million
Q3 2018

Oct 12, 2018

BUY
$246.98 - $269.65 $974,336 - $1.06 Million
3,945 New
3,945 $1.05 Million

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 Stokes Capital Advisors, LLC Portfolio

Follow Stokes Capital Advisors, LLC 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 Stokes Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stokes Capital Advisors, LLC with notifications on news.