A detailed history of Wealth Effects LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wealth Effects LLC holds 3,526 shares of UNH stock, worth $1.8 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
3,526
Previous 2,971 18.68%
Holding current value
$1.8 Million
Previous $1.56 Million 11.51%
% of portfolio
0.65%
Previous 0.59%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$472.6 - $545.42 $262,293 - $302,708
555 Added 18.68%
3,526 $1.74 Million
Q4 2023

Jan 29, 2024

BUY
$509.47 - $552.97 $27,001 - $29,307
53 Added 1.82%
2,971 $1.56 Million
Q3 2023

Oct 16, 2023

SELL
$447.75 - $510.93 $24,626 - $28,101
-55 Reduced 1.85%
2,918 $1.47 Million
Q2 2023

Jul 18, 2023

BUY
$458.49 - $526.23 $458 - $526
1 Added 0.03%
2,973 $1.43 Million
Q1 2023

May 04, 2023

SELL
$460.33 - $518.33 $143,162 - $161,200
-311 Reduced 9.47%
2,972 $1.4 Million
Q4 2022

Feb 02, 2023

SELL
$498.86 - $555.15 $149,658 - $166,545
-300 Reduced 8.37%
3,283 $1.74 Million
Q3 2022

Nov 14, 2022

SELL
$501.24 - $549.95 $22,054 - $24,197
-44 Reduced 1.21%
3,583 $1.81 Million
Q2 2022

Aug 03, 2022

BUY
$452.06 - $546.01 $115,275 - $139,232
255 Added 7.56%
3,627 $1.86 Million
Q1 2022

May 16, 2022

BUY
$455.89 - $520.82 $455 - $520
1 Added 0.03%
3,372 $1.72 Million
Q4 2021

Feb 09, 2022

BUY
$387.01 - $505.58 $1.3 Million - $1.7 Million
3,371 New
3,371 $1.69 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 $476B
  • 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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