Global Wealth Management Investment Advisory, Inc. Unitedhealth Group Inc Transaction History

Global Wealth Management Investment Advisory, Inc.

$429 Million
Q2 2024

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	SELL	$509.47 - $552.97 $10,189 - $11,059	-20 Reduced 13.07%	133 $70,000
Q2 2023 Aug 10, 2023	BUY	$458.49 - $526.23 $70,148 - $80,513	153 New	153 $73,000
Q2 2022 Aug 15, 2022	BUY	$452.06 - $546.01 $4,068 - $4,914	9 Added 30.0%	39 $20,000
Q2 2021 Aug 11, 2021	SELL	$364.37 - $420.89 $3,643 - $4,208	-10 Reduced 25.0%	30 $12,000
Q1 2021 May 17, 2021	SELL	$324.34 - $379.06 $6,811 - $7,960	-21 Reduced 34.43%	40 $15,000
Q4 2020 Feb 16, 2021	SELL	$303.68 - $356.82 $5,769 - $6,779	-19 Reduced 23.75%	61 $21,000
Q3 2020 Nov 16, 2020	SELL	$291.16 - $323.7 $30,280 - $33,664	-104 Reduced 56.52%	80 $25,000
Q2 2020 Aug 12, 2020	SELL	$229.49 - $311.85 $4,589 - $6,237	-20 Reduced 9.8%	184 $54,000
Q1 2020 May 14, 2020	BUY	$194.86 - $305.31 $4,286 - $6,716	22 Added 12.09%	204 $51,000
Q4 2019 Feb 14, 2020	SELL	$215.36 - $295.97 $4,307 - $5,919	-20 Reduced 9.9%	182 $54,000
Q3 2019 Nov 14, 2019	SELL	$215.26 - $266.65 $5,166 - $6,399	-24 Reduced 10.62%	202 $44,000
Q2 2019 Aug 20, 2019	SELL	$216.84 - $252.28 $1,301 - $1,513	-6 Reduced 2.59%	226 $55,000
Q1 2019 May 10, 2019	SELL	$236.02 - $271.13 $14,633 - $16,810	-62 Reduced 21.09%	232 $57,000
Q4 2018 Feb 14, 2019	BUY	$232.94 - $286.33 $68,484 - $84,181	294 New	294 $73,000

Others Institutions Holding UNH

# of Institutions

3,735

Shares Held

782M

Call Options Held

5.86M

Put Options Held

5.64M

Vanguard Group Inc Valley Forge, PA

83.9M
Shares

$48.4 Billion
0.84% of portfolio
Black Rock Inc. New York, NY

73.4M
Shares

$42.4 Billion
0.86% of portfolio
State Street Corp Boston, MA

45M
Shares

$26 Billion
1.02% of portfolio
Capital World Investors Los Angeles, CA

28M
Shares

$16.2 Billion
2.39% of portfolio
Price T Rowe Associates Inc Baltimore, MD

26M
Shares

$15 Billion
1.59% of portfolio

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $540B
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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