A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 383,016 shares of UNH stock, worth $214 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
383,016
Previous 405,997 5.66%
Holding current value
$214 Million
Previous $207 Million 8.31%
% of portfolio
0.5%
Previous 0.51%

Shares

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

Oct 23, 2024

SELL
$488.01 - $604.18 $11.2 Million - $13.9 Million
-22,981 Reduced 5.66%
383,016 $224 Million
Q2 2024

Jul 16, 2024

BUY
$439.2 - $524.63 $590,284 - $705,102
1,344 Added 0.33%
405,997 $207 Million
Q1 2024

Apr 15, 2024

BUY
$472.6 - $545.42 $8.66 Million - $9.99 Million
18,316 Added 4.74%
404,653 $200 Million
Q4 2023

Jan 30, 2024

BUY
$509.47 - $552.97 $12.5 Million - $13.5 Million
24,450 Added 6.76%
386,337 $203 Million
Q3 2023

Nov 13, 2023

BUY
$447.75 - $510.93 $135 Million - $154 Million
302,278 Added 507.1%
361,887 $182 Million
Q2 2023

Jul 21, 2023

SELL
$458.49 - $526.23 $16,047 - $18,418
-35 Reduced 0.06%
59,609 $28.7 Million
Q1 2023

Apr 25, 2023

BUY
$460.33 - $518.33 $15.8 Million - $17.8 Million
34,337 Added 135.68%
59,644 $28.2 Million
Q4 2022

Feb 01, 2023

BUY
$498.86 - $555.15 $12.3 Million - $13.7 Million
24,638 Added 3682.81%
25,307 $13.4 Million
Q3 2022

Oct 17, 2022

SELL
$501.24 - $549.95 $8,521 - $9,349
-17 Reduced 2.48%
669 $338,000
Q2 2022

Jul 18, 2022

SELL
$452.06 - $546.01 $456,128 - $550,924
-1,009 Reduced 59.53%
686 $356,000
Q1 2022

Apr 18, 2022

SELL
$455.89 - $520.82 $206,518 - $235,931
-453 Reduced 21.09%
1,695 $864,000
Q4 2021

Feb 08, 2022

BUY
$387.01 - $505.58 $77,789 - $101,621
201 Added 10.32%
2,148 $1.01 Million
Q3 2021

Nov 03, 2021

SELL
$390.74 - $429.71 $1.34 Million - $1.47 Million
-3,426 Reduced 63.76%
1,947 $885,000
Q2 2021

Aug 10, 2021

SELL
$364.37 - $420.89 $537,081 - $620,391
-1,474 Reduced 21.53%
5,373 $2.26 Million
Q1 2021

May 12, 2021

SELL
$324.34 - $379.06 $267,256 - $312,345
-824 Reduced 10.74%
6,847 $2.5 Million
Q4 2020

Feb 10, 2021

SELL
$303.68 - $356.82 $1.35 Million - $1.59 Million
-4,453 Reduced 36.73%
7,671 $2.7 Million
Q3 2020

Nov 12, 2020

BUY
$291.16 - $323.7 $354,050 - $393,619
1,216 Added 11.15%
12,124 $4 Million
Q2 2020

Oct 13, 2020

BUY
$229.49 - $311.85 $2.5 Million - $3.4 Million
10,908 New
10,908 $3.35 Million
Q2 2020

Aug 10, 2020

SELL
$229.49 - $311.85 $440,850 - $599,063
-1,921 Closed
0 $0
Q1 2020

May 01, 2020

SELL
$194.86 - $305.31 $1.34 Million - $2.1 Million
-6,862 Reduced 78.13%
1,921 $554,000
Q4 2019

Feb 05, 2020

SELL
$215.36 - $295.97 $95,404 - $131,114
-443 Reduced 4.8%
8,783 $2.58 Million
Q3 2019

Nov 06, 2019

BUY
$215.26 - $266.65 $1.99 Million - $2.46 Million
9,226 New
9,226 $2.05 Million
Q2 2019

Aug 02, 2019

SELL
$216.84 - $252.28 $873,648 - $1.02 Million
-4,029 Closed
0 $0
Q1 2019

Apr 30, 2019

BUY
$236.02 - $271.13 $950,924 - $1.09 Million
4,029 New
4,029 $929,000
Q3 2018

Nov 02, 2018

SELL
$246.98 - $269.65 $1.16 Million - $1.27 Million
-4,702 Closed
0 $0
Q2 2018

Jul 30, 2018

BUY
$217.2 - $255.98 $1.02 Million - $1.2 Million
4,702 New
4,702 $1.2 Million
Q1 2018

Apr 26, 2018

SELL
$212.55 - $248.47 $913,752 - $1.07 Million
-4,299 Closed
0 $0
Q4 2017

Jan 19, 2018

SELL
$192.52 - $228.17 $7,123 - $8,442
-37 Reduced 0.85%
4,299 $983,000
Q3 2017

Oct 18, 2017

BUY
$190.82 - $199.75 $827,395 - $866,116
4,336
4,336 $859,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $522B
  • 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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