Wealth Alliance Advisory Group, LLC Unitedhealth Group Inc Transaction History

Wealth Alliance Advisory Group, LLC

$482 Million
Q3 2025

A detailed history of Wealth Alliance Advisory Group, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wealth Alliance Advisory Group, LLC holds 5,236 shares of UNH stock, worth $1.68 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

5,236

Previous 4,970 5.35%

Holding current value

$1.68 Million

Previous $1.55 Million 16.58%

% of portfolio

0.38%

Previous 0.34%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$237.77 - $353.61 $63,246 - $94,060	266 Added 5.35%	5,236 $1.81 Million
Q2 2025 Jul 07, 2025	BUY	$274.35 - $599.47 $65,569 - $143,273	239 Added 5.05%	4,970 $1.55 Million
Q1 2025 Apr 10, 2025	BUY	$461.52 - $548.18 $32,306 - $38,372	70 Added 1.5%	4,731 $2.48 Million
Q4 2024 Jan 15, 2025	SELL	$485.52 - $625.25 $18,935 - $24,384	-39 Reduced 0.83%	4,661 $2.36 Million
Q3 2024 Oct 18, 2024	BUY	$488.01 - $604.18 $62,465 - $77,335	128 Added 2.8%	4,700 $2.75 Million

Q2 2024 Jul 30, 2024	BUY	$439.2 - $524.63 $270,547 - $323,172	616 Added 15.57%	4,572 $2.33 Million
Q1 2024 Apr 15, 2024	BUY	$472.6 - $545.42 $367,210 - $423,791	777 Added 24.44%	3,956 $1.96 Million
Q4 2023 Jan 10, 2024	BUY	$509.47 - $552.97 $315,361 - $342,288	619 Added 24.18%	3,179 $1.67 Million
Q3 2023 Oct 10, 2023	BUY	$447.75 - $510.93 $126,713 - $144,593	283 Added 12.43%	2,560 $1.29 Million
Q2 2023 Jul 13, 2023	SELL	$458.49 - $526.23 $86,196 - $98,931	-188 Reduced 7.63%	2,277 $1.09 Million
Q1 2023 May 02, 2023	BUY	$460.33 - $518.33 $33,143 - $37,319	72 Added 3.01%	2,465 $1.16 Million
Q4 2022 Jan 17, 2023	BUY	$498.86 - $555.15 $85,803 - $95,485	172 Added 7.74%	2,393 $0
Q3 2022 Oct 12, 2022	SELL	$501.24 - $549.95 $5,012 - $5,499	-10 Reduced 0.45%	2,221 $1.12 Million
Q2 2022 Jul 08, 2022	BUY	$452.06 - $546.01 $117,083 - $141,416	259 Added 13.13%	2,231 $1.15 Million
Q1 2022 Apr 18, 2022	BUY	$455.89 - $520.82 $77,501 - $88,539	170 Added 9.43%	1,972 $1.01 Million
Q4 2021 Jan 13, 2022	BUY	$387.01 - $505.58 $137,001 - $178,975	354 Added 24.45%	1,802 $905,000
Q3 2021 Oct 08, 2021	BUY	$390.74 - $429.71 $3,907 - $4,297	10 Added 0.7%	1,448 $566,000
Q2 2021 Jul 13, 2021	BUY	$364.37 - $420.89 $13,481 - $15,572	37 Added 2.64%	1,438 $576,000
Q1 2021 Apr 28, 2021	BUY	$324.34 - $379.06 $64,219 - $75,053	198 Added 16.46%	1,401 $521,000
Q4 2020 Jan 25, 2021	BUY	$303.68 - $356.82 $66,809 - $78,500	220 Added 22.38%	1,203 $422,000
Q3 2020 Oct 08, 2020	BUY	$291.16 - $323.7 $38,724 - $43,052	133 Added 15.65%	983 $306,000
Q2 2020 Jul 08, 2020	BUY	$229.49 - $311.85 $1,835 - $2,494	8 Added 0.95%	850 $251,000
Q1 2020 Apr 15, 2020	BUY	$194.86 - $305.31 $10,522 - $16,486	54 Added 6.85%	842 $210,000
Q4 2019 Jan 24, 2020	BUY	$215.36 - $295.97 $169,703 - $233,224	788 New	788 $232,000

Others Institutions Holding UNH

# of Institutions

3,806

Shares Held

739M

Call Options Held

58M

Put Options Held

48.8M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $300B
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...

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Wealth Alliance Advisory Group, LLC Unitedhealth Group Inc Transaction History