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 $2.65 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
5,181
Previous 5,103 1.53%
Holding current value
$2.65 Million
Previous $2.6 Million 16.59%
% of portfolio
0.74%
Previous 0.67%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $478B
  • 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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