A detailed history of Wellspring Financial Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 1,419 shares of UNH stock, worth $861,035. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,419
Previous 1,195 18.74%
Holding current value
$861,035
Previous $608 Million 36.35%
% of portfolio
0.1%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$488.01 - $604.18 $109,314 - $135,336
224 Added 18.74%
1,419 $830 Million
Q2 2024

Aug 12, 2024

BUY
$439.2 - $524.63 $55,339 - $66,103
126 Added 11.79%
1,195 $608 Million
Q1 2024

May 01, 2024

BUY
$472.6 - $545.42 $82,705 - $95,448
175 Added 19.57%
1,069 $529 Million
Q4 2023

Feb 13, 2024

BUY
$509.47 - $552.97 $5,604 - $6,082
11 Added 1.25%
894 $471 Million
Q3 2023

Nov 14, 2023

BUY
$447.75 - $510.93 $395,363 - $451,151
883 New
883 $445 Million
Q3 2022

Nov 14, 2022

SELL
$501.24 - $549.95 $17,042 - $18,698
-34 Reduced 6.54%
486 $246,000
Q2 2022

Aug 12, 2022

BUY
$452.06 - $546.01 $4,972 - $6,006
11 Added 2.16%
520 $267,000
Q1 2022

May 10, 2022

BUY
$455.89 - $520.82 $31,456 - $35,936
69 Added 15.68%
509 $260,000
Q4 2021

Jan 03, 2022

BUY
$387.01 - $505.58 $170,284 - $222,455
440 New
440 $221,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


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