A detailed history of Western Pacific Wealth Management, LP transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 883 shares of UNH stock, worth $521,738. This represents 0.35% of its overall portfolio holdings.

Number of Shares
883
Previous 910 2.97%
Holding current value
$521,738
Previous $463,000 11.45%
% of portfolio
0.35%
Previous 0.35%

Shares

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

Oct 31, 2024

SELL
$488.01 - $604.18 $13,176 - $16,312
-27 Reduced 2.97%
883 $516,000
Q2 2024

Aug 14, 2024

SELL
$439.2 - $524.63 $108,482 - $129,583
-247 Reduced 21.35%
910 $463,000
Q1 2024

May 15, 2024

BUY
$472.6 - $545.42 $120,040 - $138,536
254 Added 28.13%
1,157 $572,000
Q4 2023

Feb 09, 2024

BUY
$509.47 - $552.97 $21,907 - $23,777
43 Added 5.0%
903 $475,000
Q3 2023

Oct 26, 2023

SELL
$447.75 - $510.93 $18,357 - $20,948
-41 Reduced 4.55%
860 $433,000
Q2 2023

Aug 08, 2023

BUY
$458.49 - $526.23 $48,599 - $55,780
106 Added 13.33%
901 $433,000
Q1 2023

May 11, 2023

SELL
$460.33 - $518.33 $18,873 - $21,251
-41 Reduced 4.9%
795 $375,000
Q4 2022

Feb 03, 2023

BUY
$498.86 - $555.15 $72,833 - $81,051
146 Added 21.16%
836 $443,000
Q3 2022

Oct 27, 2022

SELL
$501.24 - $549.95 $16,540 - $18,148
-33 Reduced 4.56%
690 $348,000
Q2 2022

Aug 01, 2022

BUY
$452.06 - $546.01 $90,864 - $109,748
201 Added 38.51%
723 $371,000
Q1 2022

Apr 21, 2022

SELL
$455.89 - $520.82 $455 - $520
-1 Reduced 0.19%
522 $266,000
Q4 2021

Feb 14, 2022

BUY
$387.01 - $505.58 $202,406 - $264,418
523 New
523 $262,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $553B
  • 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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