Wealth Effects LLC Unitedhealth Group Inc Transaction History

Wealth Effects LLC

$255 Million
Q3 2024

A detailed history of Wealth Effects LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wealth Effects LLC holds 4,426 shares of UNH stock, worth $2.64 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

4,426

Previous 4,427 0.02%

Holding current value

$2.64 Million

Previous $2.25 Million 14.77%

% of portfolio

1.02%

Previous 0.93%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$488.01 - $604.18 $488 - $604	-1 Reduced 0.02%	4,426 $2.59 Million
Q2 2024 Aug 02, 2024	BUY	$439.2 - $524.63 $395,719 - $472,691	901 Added 25.55%	4,427 $2.25 Million
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

# of Institutions

3,814

Shares Held

788M

Call Options Held

5.85M

Put Options Held

5.63M

View Full List

About UNITEDHEALTH GROUP INC

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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Wealth Effects LLC Unitedhealth Group Inc Transaction History