Wealth Management Associates, Inc. Unitedhealth Group Inc Transaction History

Wealth Management Associates, Inc.

$233 Billion
Q1 2025

A detailed history of Wealth Management Associates, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 1,302 shares of UNH stock, worth $393,086. This represents 0.29% of its overall portfolio holdings.

Number of Shares

1,302

Previous 1,395 6.67%

Holding current value

$393,086

Previous $705 Million 3.33%

% of portfolio

0.29%

Previous 0.3%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 28, 2025	SELL	$461.52 - $548.18 $42,921 - $50,980	-93 Reduced 6.67%	1,302 $682 Million
Q4 2024 May 28, 2025	BUY	$485.52 - $625.25 $67,487 - $86,909	139 Added 11.07%	1,395 $705 Million
Q3 2024 May 28, 2025	BUY	$488.01 - $604.18 $97,113 - $120,231	199 Added 18.83%	1,256 $734 Million
Q1 2024 May 28, 2025	SELL	$472.6 - $545.42 $259,457 - $299,435	-549 Reduced 34.18%	1,057 $538 Million
Q4 2023 May 28, 2025	BUY	$509.47 - $552.97 $40,757 - $44,237	80 Added 5.24%	1,606 $846 Million
Q3 2023 May 28, 2025	SELL	$447.75 - $510.93 $265,068 - $302,470	-592 Reduced 27.95%	1,526 $769 Million
Q2 2023 May 28, 2025	SELL	$458.49 - $526.23 $18,339 - $21,049	-40 Reduced 1.85%	2,118 $1.02 Billion
Q1 2023 May 28, 2025	BUY	$460.33 - $518.33 $7,365 - $8,293	16 Added 0.75%	2,158 $1.02 Billion
Q4 2022 May 28, 2025	SELL	$498.86 - $555.15 $196,550 - $218,729	-394 Reduced 15.54%	2,142 $1.14 Billion
Q3 2022 May 28, 2025	BUY	$501.24 - $549.95 $84,208 - $92,391	168 Added 7.09%	2,536 $1.28 Billion
Q2 2022 May 28, 2025	SELL	$452.06 - $546.01 $11,753 - $14,196	-26 Reduced 1.09%	2,368 $1.22 Billion
Q1 2022 May 28, 2025	BUY	$455.89 - $520.82 $116,251 - $132,809	255 Added 11.92%	2,394 $1.22 Billion
Q4 2021 May 28, 2025	SELL	$387.01 - $505.58 $199,697 - $260,879	-516 Reduced 19.44%	2,139 $1.07 Billion
Q3 2021 May 28, 2025	BUY	$390.74 - $429.71 $67,988 - $74,769	174 Added 7.01%	2,655 $1.04 Billion
Q2 2021 May 28, 2025	SELL	$364.37 - $420.89 $72,509 - $83,757	-199 Reduced 7.43%	2,481 $993 Million
Q1 2021 May 28, 2025	SELL	$324.34 - $379.06 $5,189 - $6,064	-16 Reduced 0.59%	2,680 $997 Million
Q3 2020 May 28, 2025	SELL	$291.16 - $323.7 $2,911 - $3,237	-10 Reduced 0.37%	2,696 $841 Million
Q2 2020 May 28, 2025	BUY	$229.49 - $311.85 $24,096 - $32,744	105 Added 4.04%	2,706 $798 Million
Q1 2020 May 28, 2025	BUY	$194.86 - $305.31 $11,886 - $18,623	61 Added 2.4%	2,601 $649 Million
Q3 2019 May 28, 2025	BUY	$215.26 - $266.65 $546,760 - $677,291	2,540 New	2,540 $552 Million

Others Institutions Holding UNH

# of Institutions

4,082

Shares Held

797M

Call Options Held

9.4M

Put Options Held

8.18M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $282B
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 Management Associates, Inc. Unitedhealth Group Inc Transaction History