Wespac Advisors So Cal, LLC Unitedhealth Group Inc Transaction History

Wespac Advisors So Cal, LLC

$390 Million
Q2 2024

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$472.6 - $545.42 $41,116 - $47,451	87 Added 0.43%	20,508 $10.1 Million
Q4 2023 Jan 25, 2024	BUY	$509.47 - $552.97 $220,600 - $239,436	433 Added 2.17%	20,421 $10.8 Million
Q3 2023 Nov 09, 2023	SELL	$447.75 - $510.93 $11,193 - $12,773	-25 Reduced 0.12%	19,988 $10.1 Million
Q2 2023 Jul 20, 2023	BUY	$458.49 - $526.23 $20,632 - $23,680	45 Added 0.23%	20,013 $9.62 Million
Q1 2023 May 15, 2023	BUY	$460.33 - $518.33 $227,863 - $256,573	495 Added 2.54%	19,968 $9.44 Million
Q4 2022 Jan 25, 2023	BUY	$498.86 - $555.15 $163,626 - $182,089	328 Added 1.71%	19,473 $0
Q3 2022 Nov 10, 2022	SELL	$501.24 - $549.95 $64,659 - $70,943	-129 Reduced 0.67%	19,145 $10.6 Million
Q2 2022 Jul 19, 2022	SELL	$452.06 - $546.01 $235,975 - $285,017	-522 Reduced 2.64%	19,274 $9.9 Million
Q1 2022 May 19, 2022	SELL	$455.89 - $520.82 $231,592 - $264,576	-508 Reduced 2.5%	19,796 $10.1 Million
Q4 2021 Feb 03, 2022	BUY	$387.01 - $505.58 $4.15 Million - $5.42 Million	10,728 Added 112.03%	20,304 $9.51 Million
Q4 2021 Feb 02, 2022	SELL	$387.01 - $505.58 $4.22 Million - $5.51 Million	-10,898 Reduced 53.23%	9,576 $826,000
Q3 2021 Oct 14, 2021	BUY	$390.74 - $429.71 $71,114 - $78,207	182 Added 0.9%	20,474 $8.06 Million
Q2 2021 Jul 29, 2021	SELL	$364.37 - $420.89 $2.62 Million - $3.03 Million	-7,190 Reduced 26.16%	20,292 $8.13 Million
Q1 2021 Apr 30, 2021	SELL	$324.34 - $379.06 $38,596 - $45,108	-119 Reduced 0.43%	27,482 $10.2 Million
Q4 2020 Feb 02, 2021	BUY	$303.68 - $356.82 $174,616 - $205,171	575 Added 2.13%	27,601 $9.68 Million
Q3 2020 Oct 23, 2020	SELL	$291.16 - $323.7 $50,661 - $56,323	-174 Reduced 0.64%	27,026 $8.86 Million
Q2 2020 Jul 17, 2020	BUY	$229.49 - $311.85 $460,127 - $625,259	2,005 Added 7.96%	27,200 $7.92 Million
Q1 2020 Apr 30, 2020	SELL	$194.86 - $305.31 $338,666 - $530,628	-1,738 Reduced 6.45%	25,195 $7.32 Million
Q4 2019 Feb 13, 2020	SELL	$215.36 - $295.97 $80,760 - $110,988	-375 Reduced 1.37%	26,933 $7.92 Million
Q3 2019 Oct 17, 2019	BUY	$215.26 - $266.65 $204,497 - $253,317	950 Added 3.6%	27,308 $5.94 Million
Q2 2019 Jul 30, 2019	SELL	$216.84 - $252.28 $917,233 - $1.07 Million	-4,230 Reduced 13.83%	26,358 $6.43 Million
Q1 2019 May 02, 2019	BUY	$236.02 - $271.13 $163,561 - $187,893	693 Added 2.32%	30,588 $7.56 Million
Q4 2018 Feb 07, 2019	SELL	$232.94 - $286.33 $315,167 - $387,404	-1,353 Reduced 4.33%	29,895 $7.45 Million
Q3 2018 Oct 22, 2018	BUY	$246.98 - $269.65 $61,745 - $67,412	250 Added 0.81%	31,248 $8.31 Million
Q2 2018 Aug 03, 2018	SELL	$217.2 - $255.98 $208,512 - $245,740	-960 Reduced 3.0%	30,998 $7.61 Million
Q1 2018 Apr 16, 2018	BUY	$212.55 - $248.47 $282,691 - $330,465	1,330 Added 4.34%	31,958 $6.84 Million
Q4 2017 Feb 13, 2018	SELL	$192.52 - $228.17 $293,593 - $347,959	-1,525 Reduced 4.74%	30,628 $6.75 Million
Q3 2017 Nov 03, 2017	SELL	$190.82 - $199.75 $171,738 - $179,775	-900 Reduced 2.72%	32,153 $6.3 Million
Q2 2017 Aug 11, 2017	BUY	N/A	33,053	33,053 $6.13 Million

Others Institutions Holding UNH

# of Institutions

3,806

Shares Held

788M

Call Options Held

5.85M

Put Options Held

5.63M

Vanguard Group Inc Valley Forge, PA

83.9M
Shares

$46.8 Billion
0.84% of portfolio
Black Rock Inc. New York, NY

73.4M
Shares

$41 Billion
0.86% of portfolio
State Street Corp Boston, MA

45M
Shares

$25.1 Billion
1.02% of portfolio
Capital World Investors Los Angeles, CA

28M
Shares

$15.6 Billion
2.39% of portfolio
Price T Rowe Associates Inc Baltimore, MD

26M
Shares

$14.5 Billion
1.59% of portfolio

View Full List

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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