Wambolt & Associates, LLC Unitedhealth Group Inc Transaction History

Wambolt & Associates, LLC

$366 Million
Q3 2024

A detailed history of Wambolt & Associates, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wambolt & Associates, LLC holds 8,457 shares of UNH stock, worth $4.28 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

8,457

Previous 7,926 6.7%

Holding current value

$4.28 Million

Previous $4.04 Million 22.5%

% of portfolio

1.35%

Previous 1.18%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$488.01 - $604.18 $259,133 - $320,819	531 Added 6.7%	8,457 $4.94 Million
Q2 2024 Aug 07, 2024	BUY	$439.2 - $524.63 $139,665 - $166,832	318 Added 4.18%	7,926 $4.04 Million
Q1 2024 Apr 30, 2024	BUY	$472.6 - $545.42 $518,914 - $598,871	1,098 Added 16.87%	7,608 $3.76 Million
Q4 2023 Feb 07, 2024	BUY	$509.47 - $552.97 $218,053 - $236,671	428 Added 7.04%	6,510 $3.43 Million
Q3 2023 Nov 06, 2023	BUY	$447.75 - $510.93 $176,413 - $201,306	394 Added 6.93%	6,082 $3.07 Million
Q2 2023 Aug 02, 2023	BUY	$458.49 - $526.23 $149,926 - $172,077	327 Added 6.1%	5,688 $2.73 Million
Q1 2023 May 05, 2023	BUY	$460.33 - $518.33 $387,137 - $435,915	841 Added 18.61%	5,361 $2.53 Million
Q4 2022 Jan 31, 2023	BUY	$498.86 - $555.15 $204,033 - $227,056	409 Added 9.95%	4,520 $2.4 Million
Q3 2022 Oct 18, 2022	BUY	$501.24 - $549.95 $101,751 - $111,639	203 Added 5.19%	4,111 $2.08 Million
Q2 2022 Aug 01, 2022	BUY	$452.06 - $546.01 $187,604 - $226,594	415 Added 11.88%	3,908 $2.01 Million
Q1 2022 May 10, 2022	BUY	$455.89 - $520.82 $217,915 - $248,951	478 Added 15.85%	3,493 $1.79 Million
Q4 2021 Feb 08, 2022	BUY	$387.01 - $505.58 $149,772 - $195,659	387 Added 14.73%	3,015 $1.51 Million
Q3 2021 Oct 20, 2021	BUY	$390.74 - $429.71 $76,975 - $84,652	197 Added 8.1%	2,628 $1.03 Million
Q2 2021 Aug 13, 2021	BUY	$364.37 - $420.89 $68,865 - $79,548	189 Added 8.43%	2,431 $984,000
Q1 2021 Apr 19, 2021	BUY	$324.34 - $379.06 $4,865 - $5,685	15 Added 0.67%	2,242 $823,000
Q4 2020 Jan 19, 2021	BUY	$303.68 - $356.82 $15,791 - $18,554	52 Added 2.39%	2,227 $781,000
Q3 2020 Nov 04, 2020	BUY	$291.16 - $323.7 $76,866 - $85,456	264 Added 13.81%	2,175 $678,000
Q2 2020 Jul 23, 2020	BUY	$229.49 - $311.85 $39,472 - $53,638	172 Added 9.89%	1,911 $564,000
Q1 2020 May 11, 2020	BUY	$194.86 - $305.31 $9,743 - $15,265	50 Added 2.96%	1,739 $434,000
Q4 2019 Feb 10, 2020	BUY	$215.36 - $295.97 $17,444 - $23,973	81 Added 5.04%	1,689 $496,000
Q3 2019 Oct 15, 2019	BUY	$215.26 - $266.65 $18,297 - $22,665	85 Added 5.58%	1,608 $350,000
Q2 2019 Jul 26, 2019	BUY	$216.84 - $252.28 $42,934 - $49,951	198 Added 14.94%	1,523 $372,000
Q1 2019 Apr 11, 2019	BUY	$236.02 - $271.13 $113,761 - $130,684	482 Added 57.18%	1,325 $330,000
Q4 2018 Jan 29, 2019	BUY	$232.94 - $286.33 $196,368 - $241,376	843 New	843 $210,000

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...

More about UNH

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Wambolt & Associates, LLC Unitedhealth Group Inc Transaction History