Winch Advisory Services, LLC Unitedhealth Group Inc Transaction History

Winch Advisory Services, LLC

$345 Million
Q3 2024

A detailed history of Winch Advisory Services, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Winch Advisory Services, LLC holds 624 shares of UNH stock, worth $315,806. This represents 0.11% of its overall portfolio holdings.

Number of Shares

624

Previous 610 2.3%

Holding current value

$315,806

Previous $310,000 17.42%

% of portfolio

0.11%

Previous 0.09%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$488.01 - $604.18 $6,832 - $8,458	14 Added 2.3%	624 $364,000
Q2 2024 Jul 31, 2024	BUY	$439.2 - $524.63 $4,831 - $5,770	11 Added 1.84%	610 $310,000
Q1 2024 May 14, 2024	BUY	$472.6 - $545.42 $64,746 - $74,722	137 Added 29.65%	599 $296,000
Q4 2023 Jan 18, 2024	BUY	$509.47 - $552.97 $39,738 - $43,131	78 Added 20.31%	462 $243,000
Q3 2023 Nov 06, 2023	BUY	$447.75 - $510.93 $447 - $510	1 Added 0.26%	384 $194,000
Q2 2023 Aug 08, 2023	BUY	$458.49 - $526.23 $33,469 - $38,414	73 Added 23.55%	383 $184,000
Q4 2022 Jan 26, 2023	BUY	$498.86 - $555.15 $19,455 - $21,650	39 Added 14.39%	310 $164,000
Q3 2022 Oct 31, 2022	BUY	$501.24 - $549.95 $501 - $549	1 Added 0.37%	271 $137,000
Q1 2022 Apr 26, 2022	SELL	$455.89 - $520.82 $455 - $520	-1 Reduced 0.37%	270 $138,000
Q4 2021 Feb 04, 2022	BUY	$387.01 - $505.58 $387 - $505	1 Added 0.37%	271 $136,000
Q3 2021 Nov 10, 2021	BUY	$390.74 - $429.71 $390 - $429	1 Added 0.37%	270 $106,000
Q2 2021 Aug 05, 2021	BUY	$364.37 - $420.89 $364 - $420	1 Added 0.37%	269 $108,000
Q1 2021 May 03, 2021	BUY	$324.34 - $379.06 $324 - $379	1 Added 0.37%	268 $100,000
Q4 2020 Feb 09, 2021	BUY	$303.68 - $356.82 $5,466 - $6,422	18 Added 7.23%	267 $94,000
Q3 2020 Nov 04, 2020	BUY	$291.16 - $323.7 $582 - $647	2 Added 0.81%	249 $78,000
Q1 2020 May 13, 2020	SELL	$194.86 - $305.31 $34,100 - $53,429	-175 Reduced 41.47%	247 $62,000
Q4 2019 Feb 12, 2020	BUY	$215.36 - $295.97 $215 - $295	1 Added 0.24%	422 $124,000
Q3 2019 Nov 13, 2019	BUY	$215.26 - $266.65 $430 - $533	2 Added 0.48%	421 $91,000
Q2 2019 Aug 07, 2019	BUY	$216.84 - $252.28 $14,745 - $17,155	68 Added 19.37%	419 $102,000
Q1 2019 May 13, 2019	BUY	$236.02 - $271.13 $3,540 - $4,066	15 Added 4.46%	351 $87,000
Q3 2018 Nov 13, 2018	BUY	$246.98 - $269.65 $246 - $269	1 Added 0.3%	336 $89,000
Q2 2018 Aug 13, 2018	BUY	$217.2 - $255.98 $217 - $255	1 Added 0.3%	335 $82,000
Q4 2017 Feb 13, 2018	BUY	$192.52 - $228.17 $192 - $228	1 Added 0.3%	334 $74,000
Q3 2017 Nov 13, 2017	BUY	$190.82 - $199.75 $63,543 - $66,516	333	333 $65,000

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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Winch Advisory Services, LLC Unitedhealth Group Inc Transaction History