A detailed history of Waypoint Wealth Counsel transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Waypoint Wealth Counsel holds 1,748 shares of UNH stock, worth $560,268. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,748
Previous 1,079 62.0%
Holding current value
$560,268
Previous $337 Million 79.26%
% of portfolio
0.24%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

BUY
$237.77 - $353.61 $159,068 - $236,565
669 Added 62.0%
1,748 $604 Million
Q2 2025

Jul 25, 2025

SELL
$274.35 - $599.47 $823 - $1,798
-3 Reduced 0.28%
1,079 $337 Million
Q1 2025

Apr 23, 2025

BUY
$461.52 - $548.18 $88,150 - $104,702
191 Added 21.44%
1,082 $567 Million
Q4 2024

Jan 22, 2025

BUY
$485.52 - $625.25 $4,369 - $5,627
9 Added 1.02%
891 $451 Million
Q3 2024

Oct 04, 2024

BUY
$488.01 - $604.18 $67,833 - $83,981
139 Added 18.71%
882 $516 Million
Q2 2024

Jul 19, 2024

SELL
$439.2 - $524.63 $7,466 - $8,918
-17 Reduced 2.24%
743 $379 Million
Q1 2024

Apr 12, 2024

BUY
$472.6 - $545.42 $13,232 - $15,271
28 Added 3.83%
760 $376 Million
Q4 2023

Apr 03, 2024

BUY
$509.47 - $552.97 $11,717 - $12,718
23 Added 3.24%
732 $385 Million
Q3 2023

Apr 03, 2024

BUY
$447.75 - $510.93 $22,835 - $26,057
51 Added 7.75%
709 $358 Million
Q2 2023

Apr 02, 2024

SELL
$458.49 - $526.23 $6,877 - $7,893
-15 Reduced 2.23%
658 $316 Million
Q1 2023

Apr 04, 2024

SELL
$460.33 - $518.33 $15,190 - $17,104
-33 Reduced 4.51%
699 $330 Million
Q4 2022

Mar 22, 2024

BUY
$498.86 - $555.15 $335,732 - $373,615
673 New
673 $357 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $300B
  • 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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