Wealth Advisory Solutions, LLC Unitedhealth Group Inc Transaction History

Wealth Advisory Solutions, LLC

$363 Million
Q3 2024

A detailed history of Wealth Advisory Solutions, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 17,879 shares of UNH stock, worth $8.94 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares

17,879

Previous 21,689 17.57%

Holding current value

$8.94 Million

Previous $11 Million 5.36%

% of portfolio

2.88%

Previous 3.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$488.01 - $604.18 $1.86 Million - $2.3 Million	-3,810 Reduced 17.57%	17,879 $10.5 Million
Q2 2024 Jul 26, 2024	BUY	$439.2 - $524.63 $993,470 - $1.19 Million	2,262 Added 11.64%	21,689 $11 Million
Q1 2024 Apr 23, 2024	BUY	$472.6 - $545.42 $558,613 - $644,686	1,182 Added 6.48%	19,427 $9.61 Million
Q4 2023 Feb 08, 2024	SELL	$509.47 - $552.97 $8.62 Million - $9.36 Million	-16,923 Reduced 48.12%	18,245 $9.61 Million
Q3 2023 Feb 07, 2024	BUY	$447.75 - $510.93 $7.85 Million - $8.96 Million	17,543 Added 99.53%	35,168 $17.7 Million
Q2 2023 Aug 07, 2023	BUY	$458.49 - $526.23 $3.82 Million - $4.38 Million	8,325 Added 89.52%	17,625 $8.47 Million
Q1 2023 May 15, 2023	SELL	$460.33 - $518.33 $353,073 - $397,559	-767 Reduced 7.62%	9,300 $4.4 Million
Q4 2022 Feb 10, 2023	SELL	$498.86 - $555.15 $124,715 - $138,787	-250 Reduced 2.42%	10,067 $5.34 Million
Q3 2022 Nov 16, 2022	SELL	$501.24 - $549.95 $15,538 - $17,048	-31 Reduced 0.3%	10,317 $5.21 Million
Q2 2022 Aug 05, 2022	SELL	$452.06 - $546.01 $652,322 - $787,892	-1,443 Reduced 12.24%	10,348 $5.32 Million
Q1 2022 May 16, 2022	SELL	$455.89 - $520.82 $329,152 - $376,032	-722 Reduced 5.77%	11,791 $6.01 Million
Q3 2021 Nov 03, 2021	SELL	$390.74 - $429.71 $273,518 - $300,797	-700 Reduced 5.3%	12,513 $4.89 Million
Q2 2021 Jul 21, 2021	SELL	$364.37 - $420.89 $23,684 - $27,357	-65 Reduced 0.49%	13,213 $5.29 Million
Q1 2021 May 13, 2021	SELL	$324.34 - $379.06 $1.25 Million - $1.46 Million	-3,840 Reduced 22.43%	13,278 $5,000
Q4 2020 Jan 28, 2021	BUY	$303.68 - $356.82 $48,285 - $56,734	159 Added 0.94%	17,118 $6 Million
Q3 2020 Dec 29, 2020	SELL	$291.16 - $323.7 $109,476 - $121,711	-376 Reduced 2.17%	16,959 $5.29 Million
Q2 2020 Dec 23, 2020	SELL	$229.49 - $311.85 $33,276 - $45,218	-145 Reduced 0.83%	17,335 $5.11 Million
Q1 2020 Dec 18, 2020	SELL	$194.86 - $305.31 $498,646 - $781,288	-2,559 Reduced 12.77%	17,480 $4.36 Million
Q4 2019 Jan 27, 2021	BUY	$215.36 - $295.97 $4.32 Million - $5.93 Million	20,039 New	20,039 $5.89 Million

Others Institutions Holding UNH

# of Institutions

3,838

Shares Held

775M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Advisory Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisory Solutions, LLC with notifications on news.

Account

Wealth Advisory Solutions, LLC Unitedhealth Group Inc Transaction History