Wealth Enhancement Advisory Services, LLC Unitedhealth Group Inc Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025

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 511,669 shares of UNH stock, worth $219 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
511,669
Previous 585,311 12.58%
Holding current value
$219 Million
Previous $296 Million 9.49%
% of portfolio
0.55%
Previous 0.6%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$461.52 - $548.18 $34 Million - $40.4 Million
-73,642 Reduced 12.58%
511,669 $268 Million
Q4 2024

Mar 17, 2025
BUY
$485.52 - $625.25 $52.2 Million - $67.2 Million
107,525 Added 22.5%
585,311 $296 Million
Q4 2024

Jan 10, 2025
BUY
$485.52 - $625.25 $46 Million - $59.3 Million
94,770 Added 24.74%
477,786 $242 Million
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

# of Institutions
4,080
Shares Held
775M
Call Options Held
9.06M
Put Options Held
9.06M
View Full List

About UNITEDHEALTH GROUP INC

UNH Quotes by TradingView
  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $400B
  • 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

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email