Wealth Dimensions Group, Ltd. Unitedhealth Group Inc Transaction History

Wealth Dimensions Group, Ltd.

$418 Million
Q1 2025

A detailed history of Wealth Dimensions Group, Ltd. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 739 shares of UNH stock, worth $227,020. This represents 0.09% of its overall portfolio holdings.

Number of Shares

739

Previous 729 1.37%

Holding current value

$227,020

Previous $368,000 5.16%

% of portfolio

0.09%

Previous 0.09%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$461.52 - $548.18 $4,615 - $5,481	10 Added 1.37%	739 $387,000
Q4 2024 Feb 13, 2025	BUY	$485.52 - $625.25 $41,269 - $53,146	85 Added 13.2%	729 $368,000
Q3 2024 Nov 12, 2024	BUY	$488.01 - $604.18 $2,928 - $3,625	6 Added 0.94%	644 $376,000
Q2 2024 Aug 09, 2024	BUY	$439.2 - $524.63 $2,635 - $3,147	6 Added 0.95%	638 $324,000
Q1 2024 May 09, 2024	SELL	$472.6 - $545.42 $32,136 - $37,088	-68 Reduced 9.71%	632 $312,000
Q4 2023 Feb 09, 2024	SELL	$509.47 - $552.97 $3,056 - $3,317	-6 Reduced 0.85%	700 $368,000
Q3 2023 Nov 14, 2023	BUY	$447.75 - $510.93 $25,074 - $28,612	56 Added 8.62%	706 $355,000
Q2 2023 Aug 14, 2023	BUY	$458.49 - $526.23 $52,267 - $59,990	114 Added 21.27%	650 $312,000
Q1 2023 May 09, 2023	SELL	$460.33 - $518.33 $163,877 - $184,525	-356 Reduced 39.91%	536 $253,000
Q4 2022 Feb 10, 2023	BUY	$498.86 - $555.15 $15,464 - $17,209	31 Added 3.6%	892 $472,000
Q3 2022 Nov 10, 2022	SELL	$501.24 - $549.95 $501 - $549	-1 Reduced 0.12%	861 $435,000
Q2 2022 Aug 05, 2022	BUY	$452.06 - $546.01 $904 - $1,092	2 Added 0.23%	862 $443,000
Q1 2022 May 04, 2022	SELL	$455.89 - $520.82 $8,206 - $9,374	-18 Reduced 2.05%	860 $438,000
Q4 2021 Feb 04, 2022	BUY	$387.01 - $505.58 $49,150 - $64,208	127 Added 16.91%	878 $441,000
Q3 2021 Nov 03, 2021	BUY	$390.74 - $429.71 $293,445 - $322,712	751 New	751 $294,000

Others Institutions Holding UNH

# of Institutions

4,086

Shares Held

797M

Call Options Held

9.4M

Put Options Held

8.18M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $287B
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 Dimensions Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Dimensions Group, Ltd. with notifications on news.

Account

Wealth Dimensions Group, Ltd. Unitedhealth Group Inc Transaction History