Westside Investment Management, Inc. Unitedhealth Group Inc Transaction History

Westside Investment Management, Inc.

$417 Billion
Q1 2024

A detailed history of Westside Investment Management, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Westside Investment Management, Inc. holds 1,983 shares of UNH stock, worth $1.01 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

1,983

Previous 2,304 13.93%

Holding current value

$1.01 Million

Previous $1.21 Billion 19.13%

% of portfolio

0.24%

Previous 0.31%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	SELL	$472.6 - $545.42 $151,704 - $175,079	-321 Reduced 13.93%	1,983 $981 Million
Q4 2023 Jan 12, 2024	SELL	$509.47 - $552.97 $35,662 - $38,707	-70 Reduced 2.95%	2,304 $1.21 Billion
Q3 2023 Nov 15, 2023	SELL	$447.75 - $510.93 $29,551 - $33,721	-66 Reduced 2.7%	2,374 $1.2 Billion
Q2 2023 Jul 14, 2023	BUY	$458.49 - $526.23 $16,964 - $19,470	37 Added 1.54%	2,440 $1.17 Billion
Q1 2023 May 17, 2023	SELL	$460.33 - $518.33 $64,906 - $73,084	-141 Reduced 5.54%	2,403 $1.14 Billion

Q4 2022 Jan 31, 2023	SELL	$498.86 - $555.15 $66,847 - $74,390	-134 Reduced 5.0%	2,544 $1.35 Million
Q3 2022 Nov 09, 2022	SELL	$501.24 - $549.95 $38,094 - $41,796	-76 Reduced 2.76%	2,678 $1.35 Million
Q2 2022 Jul 15, 2022	SELL	$452.06 - $546.01 $50,178 - $60,607	-111 Reduced 3.87%	2,754 $1.41 Million
Q1 2022 Apr 25, 2022	SELL	$455.89 - $520.82 $79,324 - $90,622	-174 Reduced 5.73%	2,865 $1.46 Million
Q4 2021 Feb 15, 2022	SELL	$387.01 - $505.58 $774 - $1,011	-2 Reduced 0.07%	3,039 $1.53 Million
Q3 2021 Oct 27, 2021	SELL	$390.74 - $429.71 $28,133 - $30,939	-72 Reduced 2.31%	3,041 $1.19 Million
Q2 2021 Jul 28, 2021	SELL	$364.37 - $420.89 $65,222 - $75,339	-179 Reduced 5.44%	3,113 $1.25 Million
Q1 2021 Apr 14, 2021	SELL	$324.34 - $379.06 $3,243 - $3,790	-10 Reduced 0.3%	3,292 $1.22 Million
Q4 2020 Jan 15, 2021	SELL	$303.68 - $356.82 $64,987 - $76,359	-214 Reduced 6.09%	3,302 $1.16 Million
Q3 2020 Oct 14, 2020	SELL	$291.16 - $323.7 $6,696 - $7,445	-23 Reduced 0.65%	3,516 $1.1 Million
Q2 2020 Jul 21, 2020	SELL	$229.49 - $311.85 $12,621 - $17,151	-55 Reduced 1.53%	3,539 $1.04 Million
Q1 2020 Apr 16, 2020	BUY	$194.86 - $305.31 $67,616 - $105,942	347 Added 10.69%	3,594 $896,000
Q2 2019 Jul 24, 2019	BUY	$216.84 - $252.28 $233,753 - $271,957	1,078 Added 49.7%	3,247 $792,000
Q4 2018 Feb 05, 2019	SELL	$232.94 - $286.33 $46,355 - $56,979	-199 Reduced 8.4%	2,169 $540,000
Q3 2018 Nov 08, 2018	SELL	$246.98 - $269.65 $1,975 - $2,157	-8 Reduced 0.34%	2,368 $637 Million
Q2 2018 Aug 13, 2018	BUY	$217.2 - $255.98 $6,298 - $7,423	29 Added 1.24%	2,376 $0
Q1 2018 Apr 16, 2018	SELL	$212.55 - $248.47 $2,975 - $3,478	-14 Reduced 0.59%	2,347 $0
Q4 2017 Feb 15, 2018	SELL	$192.52 - $228.17 $8,085 - $9,583	-42 Reduced 1.75%	2,361 $0
Q3 2017 Nov 13, 2017	BUY	$190.82 - $199.75 $7,060 - $7,390	37 Added 1.56%	2,403 $0
Q2 2017 Aug 15, 2017	BUY	N/A	2,366	2,366 $0

Others Institutions Holding UNH

# of Institutions

3,669

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 $476B
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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Westside Investment Management, Inc. Unitedhealth Group Inc Transaction History