A detailed history of Wendell David Associates Inc transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wendell David Associates Inc holds 787 shares of UNH stock, worth $412,797. This represents 0.04% of its overall portfolio holdings.

Number of Shares
787
Previous 787 -0.0%
Holding current value
$412,797
Previous $401,000 14.71%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

SELL
$472.6 - $545.42 $28,356 - $32,725
-60 Reduced 7.08%
787 $389,000
Q4 2023

Jan 22, 2024

BUY
$509.47 - $552.97 $5,094 - $5,529
10 Added 1.19%
847 $446,000
Q3 2023

Oct 20, 2023

SELL
$447.75 - $510.93 $18,805 - $21,459
-42 Reduced 4.78%
837 $422,000
Q4 2022

Jan 17, 2023

BUY
$498.86 - $555.15 $7,981 - $8,882
16 Added 1.85%
879 $466,000
Q3 2022

Oct 18, 2022

BUY
$501.24 - $549.95 $24,059 - $26,397
48 Added 5.89%
863 $436,000
Q2 2022

Jul 14, 2022

SELL
$452.06 - $546.01 $7,685 - $9,282
-17 Reduced 2.04%
815 $419,000
Q4 2021

Jan 24, 2022

SELL
$387.01 - $505.58 $17,028 - $22,245
-44 Reduced 5.02%
832 $418,000
Q3 2021

Oct 19, 2021

BUY
$390.74 - $429.71 $76,975 - $84,652
197 Added 29.01%
876 $342,000
Q2 2021

Jul 19, 2021

SELL
$364.37 - $420.89 $4,736 - $5,471
-13 Reduced 1.88%
679 $272,000
Q1 2021

Apr 20, 2021

BUY
$324.34 - $379.06 $15,568 - $18,194
48 Added 7.45%
692 $257,000
Q4 2020

Jan 22, 2021

BUY
$303.68 - $356.82 $195,569 - $229,792
644 New
644 $226,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $491B
  • 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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