Wms Partners, LLC Unitedhealth Group Inc Transaction History

Wms Partners, LLC

$1.7 Billion
Q3 2024

A detailed history of Wms Partners, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wms Partners, LLC holds 7,038 shares of UNH stock, worth $4.21 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

7,038

Previous 1,697 314.73%

Holding current value

$4.21 Million

Previous $864,000 376.16%

% of portfolio

0.24%

Previous 0.06%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$488.01 - $604.18 $2.61 Million - $3.23 Million	5,341 Added 314.73%	7,038 $4.11 Million
Q2 2024 Aug 14, 2024	BUY	$439.2 - $524.63 $114,631 - $136,928	261 Added 18.18%	1,697 $864,000
Q1 2024 May 15, 2024	BUY	$472.6 - $545.42 $70,417 - $81,267	149 Added 11.58%	1,436 $710,000
Q4 2023 Feb 12, 2024	SELL	$509.47 - $552.97 $86,100 - $93,451	-169 Reduced 11.61%	1,287 $677,000
Q3 2023 Nov 09, 2023	SELL	$447.75 - $510.93 $74,774 - $85,325	-167 Reduced 10.29%	1,456 $734,000
Q2 2023 Aug 14, 2023	SELL	$458.49 - $526.23 $14,213 - $16,313	-31 Reduced 1.87%	1,623 $780,000
Q1 2023 May 12, 2023	BUY	$460.33 - $518.33 $6,904 - $7,774	15 Added 0.92%	1,654 $781,000
Q4 2022 Feb 07, 2023	BUY	$498.86 - $555.15 $11,972 - $13,323	24 Added 1.49%	1,639 $869,000
Q3 2022 Nov 08, 2022	BUY	$501.24 - $549.95 $7,017 - $7,699	14 Added 0.87%	1,615 $816,000
Q2 2022 Aug 05, 2022	BUY	$452.06 - $546.01 $12,657 - $15,288	28 Added 1.78%	1,601 $822,000
Q1 2022 May 10, 2022	BUY	$455.89 - $520.82 $717,114 - $819,249	1,573 New	1,573 $802,000
Q4 2021 Feb 14, 2022	SELL	$387.01 - $505.58 $465,186 - $607,707	-1,202 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$390.74 - $429.71 $10,549 - $11,602	27 Added 2.3%	1,202 $470,000
Q2 2021 Aug 13, 2021	BUY	$364.37 - $420.89 $13,117 - $15,152	36 Added 3.16%	1,175 $471,000
Q1 2021 May 14, 2021	SELL	$324.34 - $379.06 $96,004 - $112,201	-296 Reduced 20.63%	1,139 $424,000
Q4 2020 Feb 17, 2021	SELL	$303.68 - $356.82 $16,095 - $18,911	-53 Reduced 3.56%	1,435 $503,000
Q3 2020 Nov 12, 2020	BUY	$291.16 - $323.7 $3,785 - $4,208	13 Added 0.88%	1,488 $464,000
Q2 2020 Aug 12, 2020	BUY	$229.49 - $311.85 $688 - $935	3 Added 0.2%	1,475 $435,000
Q1 2020 May 13, 2020	SELL	$194.86 - $305.31 $4,871 - $7,632	-25 Reduced 1.67%	1,472 $367,000
Q4 2019 Feb 13, 2020	SELL	$215.36 - $295.97 $11,414 - $15,686	-53 Reduced 3.42%	1,497 $440,000
Q3 2019 Nov 07, 2019	SELL	$215.26 - $266.65 $247,333 - $306,380	-1,149 Reduced 42.57%	1,550 $337,000
Q2 2019 Aug 13, 2019	SELL	$216.84 - $252.28 $49,873 - $58,024	-230 Reduced 7.85%	2,699 $659,000
Q1 2019 May 13, 2019	BUY	$236.02 - $271.13 $22,657 - $26,028	96 Added 3.39%	2,929 $724,000
Q4 2018 Feb 14, 2019	SELL	$232.94 - $286.33 $66,154 - $81,317	-284 Reduced 9.11%	2,833 $706,000
Q3 2018 Nov 08, 2018	SELL	$246.98 - $269.65 $14,571 - $15,909	-59 Reduced 1.86%	3,117 $829,000
Q2 2018 Aug 09, 2018	BUY	$217.2 - $255.98 $21,068 - $24,830	97 Added 3.15%	3,176 $779,000
Q1 2018 May 14, 2018	BUY	$212.55 - $248.47 $22,317 - $26,089	105 Added 3.53%	3,079 $659,000
Q4 2017 Feb 09, 2018	SELL	$192.52 - $228.17 $66,611 - $78,946	-346 Reduced 10.42%	2,974 $656,000
Q3 2017 Oct 27, 2017	BUY	$190.82 - $199.75 $150,747 - $157,802	790 Added 31.23%	3,320 $650,000
Q2 2017 Aug 09, 2017	BUY	N/A	2,530	2,530 $469,000

Others Institutions Holding UNH

# of Institutions

3,833

Shares Held

777M

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 $559B
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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