A detailed history of Wfa Of San Diego, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 461 shares of UNH stock, worth $272,391. This represents 0.23% of its overall portfolio holdings.

Number of Shares
461
Previous 471 2.12%
Holding current value
$272,391
Previous $239,000 12.55%
% of portfolio
0.23%
Previous 0.22%

Shares

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

Nov 13, 2024

SELL
$488.01 - $604.18 $4,880 - $6,041
-10 Reduced 2.12%
461 $269,000
Q2 2024

Aug 14, 2024

BUY
$439.2 - $524.63 $175,680 - $209,852
400 Added 563.38%
471 $239,000
Q3 2023

Nov 02, 2023

SELL
$447.75 - $510.93 $4,477 - $5,109
-10 Reduced 12.35%
71 $35,000
Q2 2023

Aug 10, 2023

BUY
$458.49 - $526.23 $37,137 - $42,624
81 New
81 $38,000
Q4 2022

Jan 31, 2023

BUY
$498.86 - $555.15 $39,409 - $43,856
79 New
79 $41,000
Q2 2022

Jul 28, 2022

BUY
$452.06 - $546.01 $35,712 - $43,134
79 New
79 $41,000
Q1 2021

May 14, 2021

SELL
$324.34 - $379.06 $32,109 - $37,526
-99 Closed
0 $0
Q4 2020

Feb 11, 2021

SELL
$303.68 - $356.82 $215,916 - $253,699
-711 Reduced 87.78%
99 $350,000
Q2 2020

Aug 18, 2020

BUY
$229.49 - $311.85 $185,886 - $252,598
810 New
810 $242,000

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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