A detailed history of Westbourne Investment Advisors, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Westbourne Investment Advisors, Inc. holds 3,120 shares of UNH stock, worth $1.86 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
3,120
Previous 3,126 0.19%
Holding current value
$1.86 Million
Previous $1.59 Million 14.57%
% of portfolio
0.64%
Previous 0.58%

Shares

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

Oct 29, 2024

SELL
$488.01 - $604.18 $2,928 - $3,625
-6 Reduced 0.19%
3,120 $1.82 Million
Q2 2024

Aug 07, 2024

SELL
$439.2 - $524.63 $27,230 - $32,527
-62 Reduced 1.94%
3,126 $1.59 Million
Q1 2024

Apr 22, 2024

SELL
$472.6 - $545.42 $51,040 - $58,905
-108 Reduced 3.28%
3,188 $1.58 Million
Q4 2023

Jan 17, 2024

SELL
$509.47 - $552.97 $17,831 - $19,353
-35 Reduced 1.05%
3,296 $1.74 Million
Q3 2023

Nov 06, 2023

SELL
$447.75 - $510.93 $49,252 - $56,202
-110 Reduced 3.2%
3,331 $1.68 Million
Q2 2023

Aug 09, 2023

SELL
$458.49 - $526.23 $11,462 - $13,155
-25 Reduced 0.72%
3,441 $1.65 Million
Q1 2023

Apr 24, 2023

SELL
$460.33 - $518.33 $75,954 - $85,524
-165 Reduced 4.54%
3,466 $1.64 Million
Q4 2022

Feb 09, 2023

SELL
$498.86 - $555.15 $138,184 - $153,776
-277 Reduced 7.09%
3,631 $1.93 Million
Q3 2022

Nov 02, 2022

SELL
$501.24 - $549.95 $50,124 - $54,995
-100 Reduced 2.5%
3,908 $1.97 Million
Q2 2022

Aug 04, 2022

SELL
$452.06 - $546.01 $140,590 - $169,809
-311 Reduced 7.2%
4,008 $2.06 Million
Q1 2022

Jun 15, 2022

SELL
$455.89 - $520.82 $39,662 - $45,311
-87 Reduced 1.97%
4,319 $2.2 Million
Q3 2021

Oct 25, 2021

BUY
$390.74 - $429.71 $83,227 - $91,528
213 Added 5.08%
4,406 $1.72 Million
Q2 2021

Aug 02, 2021

SELL
$364.37 - $420.89 $166,517 - $192,346
-457 Reduced 9.83%
4,193 $1.68 Million
Q1 2021

Apr 27, 2021

SELL
$324.34 - $379.06 $198,820 - $232,363
-613 Reduced 11.65%
4,650 $1.73 Million
Q4 2020

Jan 22, 2021

BUY
$303.68 - $356.82 $1.6 Million - $1.88 Million
5,263 New
5,263 $1.85 Million
Q2 2020

Jul 14, 2020

SELL
$229.49 - $311.85 $1.28 Million - $1.74 Million
-5,578 Closed
0 $0
Q1 2020

Apr 21, 2020

SELL
$194.86 - $305.31 $7,209 - $11,296
-37 Reduced 0.66%
5,578 $1.39 Million
Q4 2019

Jan 23, 2020

BUY
$215.36 - $295.97 $118,017 - $162,191
548 Added 10.82%
5,615 $1.65 Million
Q3 2019

Oct 22, 2019

SELL
$215.26 - $266.65 $2,798 - $3,466
-13 Reduced 0.26%
5,067 $1.1 Million
Q2 2019

Jul 22, 2019

BUY
$216.84 - $252.28 $65,052 - $75,684
300 Added 6.28%
5,080 $1.24 Million
Q1 2019

Apr 15, 2019

BUY
$236.02 - $271.13 $73,166 - $84,050
310 Added 6.94%
4,780 $1.18 Million
Q3 2018

Oct 18, 2018

SELL
$246.98 - $269.65 $7,409 - $8,089
-30 Reduced 0.67%
4,470 $1.19 Million
Q2 2018

Aug 07, 2018

SELL
$217.2 - $255.98 $42,354 - $49,916
-195 Reduced 4.15%
4,500 $1.1 Million
Q1 2018

May 08, 2018

SELL
$212.55 - $248.47 $97,773 - $114,296
-460 Reduced 8.92%
4,695 $1.01 Million
Q4 2017

Jan 31, 2018

SELL
$192.52 - $228.17 $26,952 - $31,943
-140 Reduced 2.64%
5,155 $1.14 Million
Q3 2017

Oct 23, 2017

BUY
$190.82 - $199.75 $1.01 Million - $1.06 Million
5,295
5,295 $1.04 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $558B
  • 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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