Wealthsource Partners, LLC Unitedhealth Group Inc Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wealthsource Partners, LLC holds 2,963 shares of UNH stock, worth $1.8 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,963

Previous 3,088 4.05%

Holding current value

$1.8 Million

Previous $1.56 Million 0.19%

% of portfolio

0.1%

Previous 0.11%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	SELL	$509.47 - $552.97 $63,683 - $69,121	-125 Reduced 4.05%	2,963 $1.56 Million
Q3 2023 Nov 09, 2023	SELL	$447.75 - $510.93 $416,407 - $475,164	-930 Reduced 23.15%	3,088 $1.56 Million
Q2 2023 Aug 14, 2023	SELL	$458.49 - $526.23 $869,755 - $998,258	-1,897 Reduced 32.07%	4,018 $1.93 Million
Q1 2023 May 15, 2023	SELL	$460.33 - $518.33 $42,810 - $48,204	-93 Reduced 1.55%	5,915 $2.8 Million
Q4 2022 Feb 09, 2023	BUY	$498.86 - $555.15 $164,124 - $182,644	329 Added 5.79%	6,008 $3.19 Million
Q3 2022 Nov 14, 2022	BUY	$501.24 - $549.95 $41,101 - $45,095	82 Added 1.47%	5,679 $2.87 Million
Q2 2022 Aug 10, 2022	SELL	$452.06 - $546.01 $269,879 - $325,967	-597 Reduced 9.64%	5,597 $2.88 Million
Q1 2022 May 09, 2022	SELL	$455.89 - $520.82 $78,868 - $90,101	-173 Reduced 2.72%	6,194 $3.16 Million
Q4 2021 Feb 14, 2022	SELL	$387.01 - $505.58 $47,602 - $62,186	-123 Reduced 1.9%	6,367 $3.2 Million
Q3 2021 Nov 18, 2021	BUY	$390.74 - $429.71 $319,234 - $351,073	817 Added 14.4%	6,490 $2.54 Million
Q2 2021 Nov 18, 2021	SELL	$364.37 - $420.89 $212,792 - $245,799	-584 Reduced 9.33%	5,673 $2.27 Million
Q1 2021 Jun 21, 2021	BUY	$324.34 - $379.06 $165,089 - $192,941	509 Added 8.86%	6,257 $2.33 Million
Q4 2020 Feb 12, 2021	SELL	$303.68 - $356.82 $14,272 - $16,770	-47 Reduced 0.81%	5,748 $2.02 Million
Q3 2020 Nov 16, 2020	BUY	$291.16 - $323.7 $81,815 - $90,959	281 Added 5.1%	5,795 $1.81 Million
Q2 2020 Aug 17, 2020	SELL	$229.49 - $311.85 $158,348 - $215,176	-690 Reduced 11.12%	5,514 $1.63 Million
Q1 2020 May 12, 2020	SELL	$194.86 - $305.31 $170,697 - $267,451	-876 Reduced 12.37%	6,204 $1.55 Million
Q4 2019 Feb 12, 2020	SELL	$215.36 - $295.97 $258,001 - $354,572	-1,198 Reduced 14.47%	7,080 $2.08 Million
Q3 2019 Nov 15, 2019	BUY	$215.26 - $266.65 $139,057 - $172,255	646 Added 8.46%	8,278 $1.8 Million
Q2 2019 Aug 09, 2019	BUY	$216.84 - $252.28 $827,027 - $962,195	3,814 Added 99.9%	7,632 $1.86 Million
Q1 2019 May 16, 2019	BUY	$236.02 - $271.13 $403,122 - $463,090	1,708 Added 80.95%	3,818 $944,000
Q4 2018 Feb 06, 2019	BUY	$232.94 - $286.33 $28,185 - $34,645	121 Added 6.08%	2,110 $526,000
Q3 2018 Nov 13, 2018	BUY	$246.98 - $269.65 $40,010 - $43,683	162 Added 8.87%	1,989 $529,000
Q2 2018 Aug 14, 2018	BUY	$217.2 - $255.98 $74,065 - $87,289	341 Added 22.95%	1,827 $448,000
Q1 2018 Apr 16, 2018	BUY	$212.55 - $248.47 $315,849 - $369,226	1,486 New	1,486 $318,000
Q1 2018 Apr 16, 2018	SELL	$212.55 - $248.47 $275,252 - $321,768	-1,295 Closed	0 $0
Q4 2017 Feb 16, 2018	BUY	$192.52 - $228.17 $249,313 - $295,480	1,295	1,295 $285,000

Others Institutions Holding UNH

# of Institutions

3,836

Shares Held

777M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $568B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Account

Wealthsource Partners, LLC Unitedhealth Group Inc Transaction History