Wealthcare Capital Management LLC Unitedhealth Group Inc Transaction History

Wealthcare Capital Management LLC

$924 Million
Q2 2024

A detailed history of Wealthcare Capital Management LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 494 shares of UNH stock, worth $292,052. This represents 0.03% of its overall portfolio holdings.

Number of Shares

494

Previous 585 15.56%

Holding current value

$292,052

Previous $289,000 13.15%

% of portfolio

0.03%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$439.2 - $524.63 $39,967 - $47,741	-91 Reduced 15.56%	494 $251,000
Q1 2024 Apr 15, 2024	SELL	$472.6 - $545.42 $9,452 - $10,908	-20 Reduced 3.31%	585 $289,000
Q4 2023 Feb 08, 2024	SELL	$509.47 - $552.97 $23,945 - $25,989	-47 Reduced 7.21%	605 $318,000
Q3 2023 Oct 12, 2023	BUY	$447.75 - $510.93 $4,029 - $4,598	9 Added 1.4%	652 $328,000
Q2 2023 Jul 18, 2023	SELL	$458.49 - $526.23 $3,667 - $4,209	-8 Reduced 1.23%	643 $309,000
Q1 2023 May 04, 2023	SELL	$460.33 - $518.33 $3,222 - $3,628	-7 Reduced 1.06%	651 $307,000
Q2 2022 Aug 12, 2022	SELL	$452.06 - $546.01 $87,699 - $105,925	-194 Reduced 22.77%	658 $338,000
Q1 2022 Apr 12, 2022	BUY	$455.89 - $520.82 $114,884 - $131,246	252 Added 42.0%	852 $434,000
Q4 2021 Feb 11, 2022	BUY	$387.01 - $505.58 $1,548 - $2,022	4 Added 0.67%	600 $301,000
Q3 2021 Nov 15, 2021	BUY	$390.74 - $429.71 $4,688 - $5,156	12 Added 2.05%	596 $233,000
Q2 2021 Aug 16, 2021	BUY	$364.37 - $420.89 $9,109 - $10,522	25 Added 4.47%	584 $234,000
Q1 2021 Apr 30, 2021	BUY	$324.34 - $379.06 $181,306 - $211,894	559 New	559 $208,000
Q2 2020 Jul 29, 2020	SELL	$229.49 - $311.85 $26,850 - $36,486	-117 Closed	0 $0
Q1 2020 Apr 29, 2020	SELL	$194.86 - $305.31 $9,353 - $14,654	-48 Reduced 29.09%	117 $29,000
Q4 2019 Jan 29, 2020	BUY	$215.36 - $295.97 $15,075 - $20,717	70 Added 73.68%	165 $49,000
Q2 2018 Aug 14, 2018	BUY	$217.2 - $255.98 $9,774 - $11,519	45 Added 90.0%	95 $23,000
Q1 2018 May 15, 2018	BUY	$212.55 - $248.47 $7,651 - $8,944	36 Added 257.14%	50 $11,000
Q4 2017 Feb 14, 2018	BUY	$192.52 - $228.17 $2,695 - $3,194	14	14 $3,000

Others Institutions Holding UNH

# of Institutions

3,745

Shares Held

783M

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 $553B
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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Wealthcare Capital Management LLC Unitedhealth Group Inc Transaction History