A detailed history of Wealthquest Corp transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wealthquest Corp holds 444 shares of UNH stock, worth $247,649. This represents 0.04% of its overall portfolio holdings.

Number of Shares
444
Previous 424 4.72%
Holding current value
$247,649
Previous $209,000 8.13%
% of portfolio
0.04%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 26, 2024

BUY
$439.2 - $524.63 $8,784 - $10,492
20 Added 4.72%
444 $226,000
Q4 2023

Feb 15, 2024

SELL
$509.47 - $552.97 $8,151 - $8,847
-16 Reduced 3.64%
424 $223,000
Q3 2023

Nov 15, 2023

BUY
$447.75 - $510.93 $7,164 - $8,174
16 Added 3.77%
440 $221,000
Q1 2023

May 04, 2023

SELL
$460.33 - $518.33 $13,809 - $15,549
-30 Reduced 6.61%
424 $200,000
Q4 2022

Feb 10, 2023

SELL
$498.86 - $555.15 $7,981 - $8,882
-16 Reduced 3.4%
454 $240,000
Q3 2022

Nov 08, 2022

BUY
$501.24 - $549.95 $10,024 - $10,999
20 Added 4.44%
470 $237,000
Q2 2022

Aug 12, 2022

BUY
$452.06 - $546.01 $13,109 - $15,834
29 Added 6.89%
450 $231,000
Q4 2021

Feb 14, 2022

BUY
$387.01 - $505.58 $162,931 - $212,849
421 New
421 $211,000
Q3 2021

Nov 15, 2021

SELL
$390.74 - $429.71 $206,310 - $226,886
-528 Closed
0 $0
Q2 2021

Aug 10, 2021

BUY
$364.37 - $420.89 $192,387 - $222,229
528 New
528 $211,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $522B
  • 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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