Wealth Architects, LLC Unitedhealth Group Inc Transaction History

Wealth Architects, LLC

  • $848 Million
  • Q3 2024

A detailed history of Wealth Architects, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wealth Architects, LLC holds 5,694 shares of UNH stock, worth $3.4 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
5,694
Previous 5,688 0.11%
Holding current value
$3.4 Million
Previous $2.9 Million 14.95%
% of portfolio
0.39%
Previous 0.37%

Shares

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

Oct 31, 2024
BUY
$488.01 - $604.18 $2,928 - $3,625
6 Added 0.11%
5,694 $3.33 Million
Q2 2024

Aug 08, 2024
BUY
$439.2 - $524.63 $19,764 - $23,608
45 Added 0.8%
5,688 $2.9 Million
Q1 2024

May 13, 2024
SELL
$472.6 - $545.42 $275,525 - $317,979
-583 Reduced 9.36%
5,643 $2.79 Million
Q4 2023

Feb 14, 2024
BUY
$509.47 - $552.97 $27,001 - $29,307
53 Added 0.86%
6,226 $3.28 Million
Q3 2023

Nov 09, 2023
SELL
$447.75 - $510.93 $4,477 - $5,109
-10 Reduced 0.16%
6,173 $3.11 Million
Q2 2023

Aug 02, 2023
SELL
$458.49 - $526.23 $16,964 - $19,470
-37 Reduced 0.59%
6,183 $2.97 Million
Q1 2023

Apr 21, 2023
SELL
$460.33 - $518.33 $5,523 - $6,219
-12 Reduced 0.19%
6,220 $2.94 Million
Q4 2022

Feb 09, 2023
SELL
$498.86 - $555.15 $13,469 - $14,989
-27 Reduced 0.43%
6,232 $3.3 Million
Q3 2022

Oct 24, 2022
BUY
$501.24 - $549.95 $220,044 - $241,428
439 Added 7.54%
6,259 $3.16 Million
Q2 2022

Jul 29, 2022
SELL
$452.06 - $546.01 $41,137 - $49,686
-91 Reduced 1.54%
5,820 $2.99 Million
Q4 2021

Jan 19, 2022
BUY
$387.01 - $505.58 $4,644 - $6,066
12 Added 0.2%
5,911 $2.97 Million
Q3 2021

Nov 09, 2021
BUY
$390.74 - $429.71 $46,498 - $51,135
119 Added 2.06%
5,899 $2.3 Million
Q2 2021

Aug 09, 2021
BUY
$364.37 - $420.89 $29,513 - $34,092
81 Added 1.42%
5,780 $2.32 Million
Q1 2021

Apr 29, 2021
BUY
$324.34 - $379.06 $40,542 - $47,382
125 Added 2.24%
5,699 $2.12 Million
Q4 2020

Jan 28, 2021
SELL
$303.68 - $356.82 $16,398 - $19,268
-54 Reduced 0.96%
5,574 $1.96 Million
Q3 2020

Nov 09, 2020
BUY
$291.16 - $323.7 $16,013 - $17,803
55 Added 0.99%
5,628 $1.76 Million
Q2 2020

Aug 14, 2020
BUY
$229.49 - $311.85 $91,566 - $124,428
399 Added 7.71%
5,573 $1.64 Million
Q1 2020

Apr 23, 2020
SELL
$194.86 - $305.31 $779 - $1,221
-4 Reduced 0.08%
5,174 $1.29 Million
Q4 2019

Jan 28, 2020
SELL
$215.36 - $295.97 $12,706 - $17,462
-59 Reduced 1.13%
5,178 $1.52 Million
Q3 2019

Oct 23, 2019
BUY
$215.26 - $266.65 $4,735 - $5,866
22 Added 0.42%
5,237 $1.14 Million
Q2 2019

Jul 12, 2019
BUY
$216.84 - $252.28 $67,437 - $78,459
311 Added 6.34%
5,215 $1.27 Million
Q1 2019

May 01, 2019
SELL
$236.02 - $271.13 $2,596 - $2,982
-11 Reduced 0.22%
4,904 $1.21 Million
Q4 2018

Jan 17, 2019
BUY
$232.94 - $286.33 $13,976 - $17,179
60 Added 1.24%
4,915 $1.22 Million
Q3 2018

Oct 04, 2018
SELL
$246.98 - $269.65 $13,830 - $15,100
-56 Reduced 1.14%
4,855 $1.29 Million
Q2 2018

Jul 19, 2018
SELL
$217.2 - $255.98 $4,561 - $5,375
-21 Reduced 0.43%
4,911 $1.21 Million
Q1 2018

Apr 13, 2018
BUY
$212.55 - $248.47 $419,573 - $490,479
1,974 Added 66.73%
4,932 $1.06 Million
Q4 2017

Jan 31, 2018
SELL
$192.52 - $228.17 $31,188 - $36,963
-162 Reduced 5.19%
2,958 $652,000
Q3 2017

Nov 08, 2017
SELL
$190.82 - $199.75 $1,526 - $1,598
-8 Reduced 0.26%
3,120 $611,000
Q2 2017

Aug 10, 2017
BUY
N/A
3,128
3,128 $579,000

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

UNH Quotes by TradingView
  • 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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