Wealth Plan Partners, LLC Unitedhealth Group Inc Transaction History

Wealth Plan Partners, LLC

$966 Billion
Q1 2024

A detailed history of Wealth Plan Partners, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 546 shares of UNH stock, worth $267,479. This represents 0.03% of its overall portfolio holdings.

Number of Shares

546

Previous 677 19.35%

Holding current value

$267,479

Previous $356 Million 24.18%

% of portfolio

0.03%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$472.6 - $545.42 $61,910 - $71,450	-131 Reduced 19.35%	546 $270 Million
Q4 2023 Jan 05, 2024	BUY	$509.47 - $552.97 $2,037 - $2,211	4 Added 0.59%	677 $356 Million
Q3 2023 Nov 01, 2023	BUY	$447.75 - $510.93 $11,641 - $13,284	26 Added 4.02%	673 $339 Million
Q2 2023 Jul 31, 2023	SELL	$458.49 - $526.23 $16,505 - $18,944	-36 Reduced 5.27%	647 $311 Million
Q1 2023 May 10, 2023	SELL	$460.33 - $518.33 $418,900 - $471,680	-910 Reduced 57.12%	683 $323 Million

Q4 2022 Feb 16, 2023	BUY	$498.86 - $555.15 $43,400 - $48,298	87 Added 5.78%	1,593 $785 Million
Q1 2022 May 03, 2022	BUY	$455.89 - $520.82 $44,221 - $50,519	97 Added 6.88%	1,506 $765,000
Q4 2021 Feb 01, 2022	SELL	$387.01 - $505.58 $6,579 - $8,594	-17 Reduced 1.19%	1,409 $665,000
Q3 2021 Dec 09, 2021	BUY	$390.74 - $429.71 $22,272 - $24,493	57 Added 4.16%	1,426 $557,000
Q2 2021 Aug 19, 2021	BUY	$364.37 - $420.89 $4,372 - $5,050	12 Added 0.88%	1,369 $558,000
Q1 2021 May 11, 2021	BUY	$324.34 - $379.06 $9,730 - $11,371	30 Added 2.26%	1,357 $558,000
Q4 2020 Feb 09, 2021	SELL	$303.68 - $356.82 $40,996 - $48,170	-135 Reduced 9.23%	1,327 $437,000
Q3 2020 Dec 18, 2020	SELL	$291.16 - $323.7 $68,713 - $76,393	-236 Reduced 13.9%	1,462 $518,000
Q2 2020 Aug 19, 2020	SELL	$229.49 - $311.85 $11,933 - $16,216	-52 Reduced 2.97%	1,698 $546,000
Q1 2020 May 15, 2020	SELL	$194.86 - $305.31 $24,552 - $38,469	-126 Reduced 6.72%	1,750 $509,000
Q4 2019 Feb 14, 2020	BUY	$215.36 - $295.97 $4,737 - $6,511	22 Added 1.19%	1,876 $570,000
Q3 2019 Nov 15, 2019	BUY	$215.26 - $266.65 $58,981 - $73,062	274 Added 17.34%	1,854 $470,000
Q2 2019 Aug 19, 2019	SELL	$216.84 - $252.28 $480,300 - $558,800	-2,215 Reduced 58.37%	1,580 $393,000
Q1 2019 May 16, 2019	BUY	$236.02 - $271.13 $109,985 - $126,346	466 Added 14.0%	3,795 $896,000
Q4 2018 Feb 20, 2019	SELL	$232.94 - $286.33 $256,001 - $314,676	-1,099 Reduced 24.82%	3,329 $903,000
Q3 2018 Nov 21, 2018	BUY	$246.98 - $269.65 $132,381 - $144,532	536 Added 13.77%	4,428 $1.16 Million
Q2 2018 Aug 16, 2018	BUY	$217.2 - $255.98 $47,784 - $56,315	220 Added 5.99%	3,892 $955,000
Q1 2018 May 16, 2018	BUY	$212.55 - $248.47 $780,483 - $912,381	3,672 New	3,672 $786,000

Others Institutions Holding UNH

# of Institutions

3,672

Shares Held

759M

Call Options Held

6.06M

Put Options Held

6.74M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $458B
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 Plan Partners, LLC Unitedhealth Group Inc Transaction History