A detailed history of Warren Street Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 998 shares of UNH stock, worth $499,129. This represents 0.25% of its overall portfolio holdings.

Number of Shares
998
Previous 1,003 0.5%
Holding current value
$499,129
Previous $510,000 14.31%
% of portfolio
0.25%
Previous 0.26%

Shares

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

Oct 18, 2024

SELL
$488.01 - $604.18 $2,440 - $3,020
-5 Reduced 0.5%
998 $583,000
Q2 2024

Jul 30, 2024

BUY
$439.2 - $524.63 $24,156 - $28,854
55 Added 5.8%
1,003 $510,000
Q1 2024

Apr 30, 2024

BUY
$472.6 - $545.42 $25,520 - $29,452
54 Added 6.04%
948 $468,000
Q4 2023

Mar 19, 2024

BUY
$509.47 - $552.97 $56,551 - $61,379
111 Added 14.18%
894 $470,000
Q3 2023

Oct 18, 2023

BUY
$447.75 - $510.93 $32,685 - $37,297
73 Added 10.28%
783 $394,000
Q2 2023

Jul 17, 2023

BUY
$458.49 - $526.23 $48,141 - $55,254
105 Added 17.36%
710 $341,000
Q1 2023

Apr 28, 2023

SELL
$460.33 - $518.33 $13,349 - $15,031
-29 Reduced 4.57%
605 $285,000
Q4 2022

Feb 01, 2023

BUY
$498.86 - $555.15 $66,847 - $74,390
134 Added 26.8%
634 $336,000
Q3 2022

Oct 19, 2022

BUY
$501.24 - $549.95 $53,632 - $58,844
107 Added 27.23%
500 $253,000
Q2 2022

Jul 18, 2022

BUY
$452.06 - $546.01 $177,659 - $214,581
393 New
393 $202,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $468B
  • 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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