Wespac Advisors, LLC Unitedhealth Group Inc Transaction History

Wespac Advisors, LLC

$168 Million
Q1 2024

A detailed history of Wespac Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wespac Advisors, LLC holds 439 shares of UNH stock, worth $214,236. This represents 0.13% of its overall portfolio holdings.

Number of Shares

439

Previous 554 20.76%

Holding current value

$214,236

Previous $291,000 25.43%

% of portfolio

0.13%

Previous 0.2%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$472.6 - $545.42 $54,349 - $62,723	-115 Reduced 20.76%	439 $217,000
Q4 2023 Jan 25, 2024	BUY	$509.47 - $552.97 $282,246 - $306,345	554 New	554 $291,000
Q4 2022 Jan 31, 2023	SELL	$498.86 - $555.15 $86,801 - $96,596	-174 Reduced 19.02%	741 $392,000
Q3 2022 Oct 18, 2022	BUY	$501.24 - $549.95 $129,319 - $141,887	258 Added 39.27%	915 $462,000
Q2 2022 Aug 01, 2022	BUY	$452.06 - $546.01 $297,003 - $358,728	657 New	657 $337,000

Q4 2019 Feb 07, 2020	SELL	$215.36 - $295.97 $203,084 - $279,099	-943 Closed	0 $0
Q3 2019 Oct 29, 2019	SELL	$215.26 - $266.65 $89,332 - $110,659	-415 Reduced 30.56%	943 $205,000
Q2 2019 Jul 23, 2019	SELL	$216.84 - $252.28 $50,306 - $58,528	-232 Reduced 14.59%	1,358 $331,000
Q1 2019 Apr 19, 2019	BUY	$236.02 - $271.13 $46,495 - $53,412	197 Added 14.14%	1,590 $344,000
Q3 2018 Nov 02, 2018	BUY	$246.98 - $269.65 $118,056 - $128,892	478 Added 52.24%	1,393 $371,000
Q2 2018 Aug 08, 2018	SELL	$217.2 - $255.98 $90,138 - $106,231	-415 Reduced 31.2%	915 $224,000
Q1 2018 May 08, 2018	BUY	$212.55 - $248.47 $282,691 - $330,465	1,330 New	1,330 $285,000
Q4 2017 Jan 30, 2018	SELL	$192.52 - $228.17 $256,051 - $303,466	-1,330 Closed	0 $0
Q3 2017 Oct 24, 2017	BUY	$190.82 - $199.75 $41,980 - $43,945	220 Added 19.82%	1,330 $260,000
Q2 2017 Aug 10, 2017	BUY	N/A	1,110	1,110 $206,000

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 $456B
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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Wespac Advisors, LLC Unitedhealth Group Inc Transaction History