A detailed history of Ae Wealth Management LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Ae Wealth Management LLC holds 123,133 shares of UNH stock, worth $68.7 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
123,133
Previous 92,138 33.64%
Holding current value
$68.7 Million
Previous $45.6 Million 37.57%
% of portfolio
0.69%
Previous 0.57%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$439.2 - $524.63 $13.6 Million - $16.3 Million
30,995 Added 33.64%
123,133 $62.7 Million
Q1 2024

May 15, 2024

SELL
$472.6 - $545.42 $29.4 Million - $34 Million
-62,292 Reduced 40.34%
92,138 $45.6 Million
Q4 2023

Feb 14, 2024

BUY
$509.47 - $552.97 $3.9 Million - $4.23 Million
7,650 Added 5.21%
154,430 $81.3 Million
Q3 2023

Oct 11, 2023

BUY
$447.75 - $510.93 $6.05 Million - $6.9 Million
13,504 Added 10.13%
146,780 $74 Million
Q2 2023

Jul 10, 2023

BUY
$458.49 - $526.23 $3.8 Million - $4.36 Million
8,294 Added 6.64%
133,276 $64.1 Million
Q1 2023

Apr 14, 2023

BUY
$460.33 - $518.33 $6.08 Million - $6.85 Million
13,216 Added 11.82%
124,982 $59.1 Million
Q4 2022

Jan 31, 2023

BUY
$498.86 - $555.15 $6.25 Million - $6.96 Million
12,529 Added 12.63%
111,766 $59.3 Million
Q3 2022

Oct 25, 2022

BUY
$501.24 - $549.95 $3.41 Million - $3.74 Million
6,803 Added 7.36%
99,237 $50.1 Million
Q2 2022

Aug 03, 2022

BUY
$452.06 - $546.01 $1.98 Million - $2.39 Million
4,385 Added 4.98%
92,434 $47.5 Million
Q1 2022

Apr 18, 2022

BUY
$455.89 - $520.82 $5.15 Million - $5.88 Million
11,288 Added 14.71%
88,049 $44.9 Million
Q4 2021

Jan 20, 2022

BUY
$387.01 - $505.58 $4.35 Million - $5.68 Million
11,243 Added 17.16%
76,761 $38.5 Million
Q3 2021

Nov 01, 2021

BUY
$390.74 - $429.71 $1.14 Million - $1.26 Million
2,923 Added 4.67%
65,518 $25.6 Million
Q2 2021

Jul 21, 2021

SELL
$364.37 - $420.89 $590,279 - $681,841
-1,620 Reduced 2.52%
62,595 $25.1 Million
Q1 2021

Apr 27, 2021

SELL
$324.34 - $379.06 $2.99 Million - $3.49 Million
-9,204 Reduced 12.54%
64,215 $23.9 Million
Q4 2020

Feb 01, 2021

SELL
$303.68 - $356.82 $871,257 - $1.02 Million
-2,869 Reduced 3.76%
73,419 $25.7 Million
Q3 2020

Nov 06, 2020

BUY
$291.16 - $323.7 $2.34 Million - $2.61 Million
8,049 Added 11.8%
76,288 $23.8 Million
Q2 2020

Aug 05, 2020

BUY
$229.49 - $311.85 $2.71 Million - $3.68 Million
11,806 Added 20.92%
68,239 $20.1 Million
Q1 2020

May 07, 2020

BUY
$194.86 - $305.31 $768,332 - $1.2 Million
3,943 Added 7.51%
56,433 $14.1 Million
Q4 2019

Jan 15, 2020

BUY
$215.36 - $295.97 $2.42 Million - $3.33 Million
11,248 Added 27.27%
52,490 $15.4 Million
Q3 2019

Nov 05, 2019

SELL
$215.26 - $266.65 $698,088 - $864,745
-3,243 Reduced 7.29%
41,242 $8.96 Million
Q2 2019

Jul 22, 2019

BUY
$216.84 - $252.28 $4.36 Million - $5.07 Million
20,099 Added 82.42%
44,485 $10.9 Million
Q1 2019

May 14, 2019

BUY
$236.02 - $271.13 $1.71 Million - $1.97 Million
7,266 Added 42.44%
24,386 $6.03 Million
Q4 2018

Feb 15, 2019

BUY
$232.94 - $286.33 $634,994 - $780,535
2,726 Added 18.94%
17,120 $4.27 Million
Q3 2018

Nov 14, 2018

BUY
$246.98 - $269.65 $811,823 - $886,339
3,287 Added 29.59%
14,394 $3.83 Million
Q2 2018

Aug 15, 2018

BUY
$217.2 - $255.98 $432,662 - $509,912
1,992 Added 21.85%
11,107 $2.73 Million
Q1 2018

May 14, 2018

BUY
$212.55 - $248.47 $97,135 - $113,550
457 Added 5.28%
9,115 $1.95 Million
Q4 2017

Feb 06, 2018

BUY
$192.52 - $228.17 $623,187 - $738,586
3,237 Added 59.71%
8,658 $1.91 Million
Q3 2017

Nov 08, 2017

BUY
$190.82 - $199.75 $83,960 - $87,890
440 Added 8.83%
5,421 $1.06 Million
Q2 2017

Aug 14, 2017

BUY
N/A
4,981
4,981 $924,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $522B
  • 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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