Waypoint Capital Advisors, LLC Unitedhealth Group Inc Transaction History

Waypoint Capital Advisors, LLC

$407 Million
Q3 2024

A detailed history of Waypoint Capital Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 5,181 shares of UNH stock, worth $3.09 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

5,181

Previous 5,103 1.53%

Holding current value

$3.09 Million

Previous $2.6 Million 16.59%

% of portfolio

0.74%

Previous 0.67%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$488.01 - $604.18 $38,064 - $47,126	78 Added 1.53%	5,181 $3.03 Million
Q2 2024 Jul 25, 2024	BUY	$439.2 - $524.63 $18,885 - $22,559	43 Added 0.85%	5,103 $2.6 Million
Q1 2024 Apr 30, 2024	BUY	$472.6 - $545.42 $9,924 - $11,453	21 Added 0.42%	5,060 $2.5 Million
Q4 2023 Jan 22, 2024	BUY	$509.47 - $552.97 $28,020 - $30,413	55 Added 1.1%	5,039 $2.65 Million
Q3 2023 Oct 25, 2023	SELL	$447.75 - $510.93 $8,059 - $9,196	-18 Reduced 0.36%	4,984 $2.51 Million
Q2 2023 Jul 13, 2023	BUY	$458.49 - $526.23 $12,837 - $14,734	28 Added 0.56%	5,002 $2.4 Million
Q1 2023 Apr 13, 2023	SELL	$460.33 - $518.33 $17,952 - $20,214	-39 Reduced 0.78%	4,974 $2.35 Million
Q4 2022 Jan 23, 2023	BUY	$498.86 - $555.15 $11,473 - $12,768	23 Added 0.46%	5,013 $0
Q3 2022 Oct 17, 2022	SELL	$501.24 - $549.95 $139,344 - $152,886	-278 Reduced 5.28%	4,990 $2.52 Million
Q2 2022 Jul 18, 2022	SELL	$452.06 - $546.01 $32,548 - $39,312	-72 Reduced 1.35%	5,268 $2.71 Million
Q1 2022 Apr 19, 2022	BUY	$455.89 - $520.82 $25,985 - $29,686	57 Added 1.08%	5,340 $2.72 Million
Q4 2021 Feb 07, 2022	BUY	$387.01 - $505.58 $2.04 Million - $2.67 Million	5,283 New	5,283 $2.65 Million

Others Institutions Holding UNH

# of Institutions

3,814

Shares Held

788M

Call Options Held

5.85M

Put Options Held

5.63M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $558B
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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Waypoint Capital Advisors, LLC Unitedhealth Group Inc Transaction History