Western Wealth Management, LLC Unitedhealth Group Inc Transaction History

Western Wealth Management, LLC

$1.72 Billion
Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Western Wealth Management, LLC holds 11,760 shares of UNH stock, worth $5.95 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

11,760

Previous 8,465 38.92%

Holding current value

$5.95 Million

Previous $4.31 Million 59.51%

% of portfolio

0.4%

Previous 0.32%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$488.01 - $604.18 $1.61 Million - $1.99 Million	3,295 Added 38.92%	11,760 $6.88 Million
Q2 2024 Jul 19, 2024	BUY	$439.2 - $524.63 $78,616 - $93,908	179 Added 2.16%	8,465 $4.31 Million
Q1 2024 May 02, 2024	SELL	$472.6 - $545.42 $1.39 Million - $1.61 Million	-2,945 Reduced 26.22%	8,286 $4.1 Million
Q4 2023 Jan 31, 2024	SELL	$509.47 - $552.97 $22,416 - $24,330	-44 Reduced 0.39%	11,231 $5.91 Million
Q3 2023 Nov 07, 2023	BUY	$447.75 - $510.93 $420,437 - $479,763	939 Added 9.08%	11,275 $5.68 Million
Q2 2023 Aug 30, 2023	BUY	$458.49 - $526.23 $127,460 - $146,291	278 Added 2.76%	10,336 $4.97 Million
Q1 2023 Aug 30, 2023	SELL	$460.33 - $518.33 $77,795 - $87,597	-169 Reduced 1.65%	10,058 $4.75 Million
Q4 2022 Feb 02, 2023	SELL	$498.86 - $555.15 $3.4 Million - $3.79 Million	-6,820 Reduced 40.01%	10,227 $5.42 Million
Q3 2022 Nov 04, 2022	BUY	$501.24 - $549.95 $1.22 Million - $1.34 Million	2,442 Added 16.72%	17,047 $8.74 Million
Q2 2022 Jul 18, 2022	BUY	$452.06 - $546.01 $646,897 - $781,340	1,431 Added 10.86%	14,605 $7.52 Million
Q1 2022 May 10, 2022	BUY	$455.89 - $520.82 $3.22 Million - $3.68 Million	7,061 Added 115.51%	13,174 $6.72 Million
Q4 2021 Feb 14, 2022	SELL	$387.01 - $505.58 $583,998 - $762,920	-1,509 Reduced 19.8%	6,113 $3.09 Million
Q2 2021 Aug 09, 2021	BUY	$364.37 - $420.89 $1.13 Million - $1.3 Million	3,091 Added 68.22%	7,622 $3.05 Million
Q1 2021 May 14, 2021	SELL	$324.34 - $379.06 $727,818 - $850,610	-2,244 Reduced 33.12%	4,531 $1.69 Million
Q4 2020 Feb 10, 2021	BUY	$303.68 - $356.82 $98,999 - $116,323	326 Added 5.06%	6,775 $2.38 Million
Q3 2020 Oct 27, 2020	BUY	$291.16 - $323.7 $69,587 - $77,364	239 Added 3.85%	6,449 $2.01 Million
Q2 2020 Jul 20, 2020	BUY	$229.49 - $311.85 $78,715 - $106,964	343 Added 5.85%	6,210 $1.83 Million
Q1 2020 Apr 27, 2020	BUY	$194.86 - $305.31 $63,329 - $99,225	325 Added 5.86%	5,867 $1.46 Million
Q4 2019 Feb 10, 2020	BUY	$215.36 - $295.97 $210,191 - $288,866	976 Added 21.38%	5,542 $1.63 Million
Q3 2019 Nov 08, 2019	BUY	$215.26 - $266.65 $65,223 - $80,794	303 Added 7.11%	4,566 $997,000
Q2 2019 Aug 06, 2019	SELL	$216.84 - $252.28 $487,456 - $567,125	-2,248 Reduced 34.53%	4,263 $1.04 Million
Q1 2019 May 10, 2019	BUY	$236.02 - $271.13 $78,594 - $90,286	333 Added 5.39%	6,511 $1.61 Million
Q4 2018 Feb 15, 2019	BUY	$232.94 - $286.33 $1.44 Million - $1.77 Million	6,178 New	6,178 $1.53 Million

Others Institutions Holding UNH

# of Institutions

3,838

Shares Held

775M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $473B
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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Western Wealth Management, LLC Unitedhealth Group Inc Transaction History