Wealth Enhancement Advisory Services, LLC Unitedhealth Group Inc Transaction History

Wealth Enhancement Advisory Services, LLC

$40.3 Billion
Q2 2024

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 405,997 shares of UNH stock, worth $239 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

405,997

Previous 404,653 0.33%

Holding current value

$239 Million

Previous $200 Million 3.29%

% of portfolio

0.51%

Previous 0.54%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

3,734

Shares Held

782M

Call Options Held

5.86M

Put Options Held

5.64M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $551B
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...

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Wealth Enhancement Advisory Services, LLC Unitedhealth Group Inc Transaction History