Wetherby Asset Management Inc Unitedhealth Group Inc Transaction History

Wetherby Asset Management Inc

$2.08 Billion
Q2 2024

A detailed history of Wetherby Asset Management Inc transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wetherby Asset Management Inc holds 24,102 shares of UNH stock, worth $13.4 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

24,102

Previous 25,634 5.98%

Holding current value

$13.4 Million

Previous $12.7 Million 3.21%

% of portfolio

0.59%

Previous 0.62%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$439.2 - $524.63 $672,854 - $803,733	-1,532 Reduced 5.98%	24,102 $12.3 Million
Q1 2024 May 15, 2024	SELL	$472.6 - $545.42 $308,135 - $355,613	-652 Reduced 2.48%	25,634 $12.7 Million
Q4 2023 Feb 14, 2024	SELL	$509.47 - $552.97 $171,691 - $186,350	-337 Reduced 1.27%	26,286 $13.8 Million
Q3 2023 Nov 14, 2023	SELL	$447.75 - $510.93 $1.21 Million - $1.38 Million	-2,704 Reduced 9.22%	26,623 $13.4 Million
Q2 2023 Aug 14, 2023	SELL	$458.49 - $526.23 $381,922 - $438,349	-833 Reduced 2.76%	29,327 $14.1 Million
Q1 2023 May 12, 2023	BUY	$460.33 - $518.33 $1.68 Million - $1.89 Million	3,655 Added 13.79%	30,160 $14.3 Million
Q4 2022 Feb 14, 2023	BUY	$498.86 - $555.15 $186,573 - $207,626	374 Added 1.43%	26,505 $14.1 Million
Q3 2022 Nov 14, 2022	BUY	$501.24 - $549.95 $255,632 - $280,474	510 Added 1.99%	26,131 $13.2 Million
Q2 2022 Aug 15, 2022	BUY	$452.06 - $546.01 $569,143 - $687,426	1,259 Added 5.17%	25,621 $13.2 Million
Q1 2022 May 16, 2022	BUY	$455.89 - $520.82 $334,167 - $381,761	733 Added 3.1%	24,362 $12.4 Million
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $185,377 - $242,172	479 Added 2.07%	23,629 $11.9 Million
Q3 2021 Nov 15, 2021	BUY	$390.74 - $429.71 $88,307 - $97,114	226 Added 0.99%	23,150 $9.05 Million
Q2 2021 Aug 16, 2021	BUY	$364.37 - $420.89 $250,686 - $289,572	688 Added 3.09%	22,924 $9.18 Million
Q1 2021 May 14, 2021	SELL	$324.34 - $379.06 $241,308 - $282,020	-744 Reduced 3.24%	22,236 $8.27 Million
Q4 2020 Feb 11, 2021	BUY	$303.68 - $356.82 $35,834 - $42,104	118 Added 0.52%	22,980 $8.06 Million
Q3 2020 Dec 16, 2020	SELL	$291.16 - $323.7 $211,091 - $234,682	-725 Reduced 3.07%	22,862 $7.13 Million
Q3 2020 Nov 13, 2020	BUY	$291.16 - $323.7 $650,742 - $723,469	2,235 Added 10.47%	23,587 $7.35 Million
Q2 2020 Aug 14, 2020	BUY	$229.49 - $311.85 $184,280 - $250,415	803 Added 3.91%	21,352 $6.3 Million
Q1 2020 May 06, 2020	BUY	$194.86 - $305.31 $174,399 - $273,252	895 Added 4.55%	20,549 $5.13 Million
Q4 2019 Jan 28, 2020	SELL	$215.36 - $295.97 $375,803 - $516,467	-1,745 Reduced 8.15%	19,654 $5.78 Million
Q3 2019 Oct 31, 2019	SELL	$215.26 - $266.65 $124,420 - $154,123	-578 Reduced 2.63%	21,399 $4.65 Million
Q2 2019 Jul 25, 2019	BUY	$216.84 - $252.28 $749,182 - $871,627	3,455 Added 18.65%	21,977 $5.36 Million
Q1 2019 May 09, 2019	BUY	$236.02 - $271.13 $170,878 - $196,298	724 Added 4.07%	18,522 $4.58 Million
Q4 2018 Jan 30, 2019	BUY	$232.94 - $286.33 $53,809 - $66,142	231 Added 1.31%	17,798 $4.43 Million
Q3 2018 Nov 07, 2018	BUY	$246.98 - $269.65 $105,707 - $115,410	428 Added 2.5%	17,567 $4.67 Million
Q2 2018 Jul 24, 2018	BUY	$217.2 - $255.98 $31,711 - $37,373	146 Added 0.86%	17,139 $4.21 Million
Q1 2018 May 04, 2018	SELL	$212.55 - $248.47 $41,447 - $48,451	-195 Reduced 1.13%	16,993 $3.64 Million
Q4 2017 Feb 09, 2018	BUY	$192.52 - $228.17 $148,625 - $176,147	772 Added 4.7%	17,188 $3.79 Million
Q3 2017 Nov 13, 2017	BUY	$190.82 - $199.75 $3.13 Million - $3.28 Million	16,416	16,416 $3.22 Million

Others Institutions Holding UNH

# of Institutions

3,806

Shares Held

788M

Call Options Held

5.85M

Put Options Held

5.63M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Account

Wetherby Asset Management Inc Unitedhealth Group Inc Transaction History