A detailed history of Wealth Advisory Solutions, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 17,879 shares of UNH stock, worth $9.05 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares
17,879
Previous 21,689 17.57%
Holding current value
$9.05 Million
Previous $11 Million 5.36%
% of portfolio
2.88%
Previous 3.0%

Shares

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

Oct 21, 2024

SELL
$488.01 - $604.18 $1.86 Million - $2.3 Million
-3,810 Reduced 17.57%
17,879 $10.5 Million
Q2 2024

Jul 26, 2024

BUY
$439.2 - $524.63 $993,470 - $1.19 Million
2,262 Added 11.64%
21,689 $11 Million
Q1 2024

Apr 23, 2024

BUY
$472.6 - $545.42 $558,613 - $644,686
1,182 Added 6.48%
19,427 $9.61 Million
Q4 2023

Feb 08, 2024

SELL
$509.47 - $552.97 $8.62 Million - $9.36 Million
-16,923 Reduced 48.12%
18,245 $9.61 Million
Q3 2023

Feb 07, 2024

BUY
$447.75 - $510.93 $7.85 Million - $8.96 Million
17,543 Added 99.53%
35,168 $17.7 Million
Q2 2023

Aug 07, 2023

BUY
$458.49 - $526.23 $3.82 Million - $4.38 Million
8,325 Added 89.52%
17,625 $8.47 Million
Q1 2023

May 15, 2023

SELL
$460.33 - $518.33 $353,073 - $397,559
-767 Reduced 7.62%
9,300 $4.4 Million
Q4 2022

Feb 10, 2023

SELL
$498.86 - $555.15 $124,715 - $138,787
-250 Reduced 2.42%
10,067 $5.34 Million
Q3 2022

Nov 16, 2022

SELL
$501.24 - $549.95 $15,538 - $17,048
-31 Reduced 0.3%
10,317 $5.21 Million
Q2 2022

Aug 05, 2022

SELL
$452.06 - $546.01 $652,322 - $787,892
-1,443 Reduced 12.24%
10,348 $5.32 Million
Q1 2022

May 16, 2022

SELL
$455.89 - $520.82 $329,152 - $376,032
-722 Reduced 5.77%
11,791 $6.01 Million
Q3 2021

Nov 03, 2021

SELL
$390.74 - $429.71 $273,518 - $300,797
-700 Reduced 5.3%
12,513 $4.89 Million
Q2 2021

Jul 21, 2021

SELL
$364.37 - $420.89 $23,684 - $27,357
-65 Reduced 0.49%
13,213 $5.29 Million
Q1 2021

May 13, 2021

SELL
$324.34 - $379.06 $1.25 Million - $1.46 Million
-3,840 Reduced 22.43%
13,278 $5,000
Q4 2020

Jan 28, 2021

BUY
$303.68 - $356.82 $48,285 - $56,734
159 Added 0.94%
17,118 $6 Million
Q3 2020

Dec 29, 2020

SELL
$291.16 - $323.7 $109,476 - $121,711
-376 Reduced 2.17%
16,959 $5.29 Million
Q2 2020

Dec 23, 2020

SELL
$229.49 - $311.85 $33,276 - $45,218
-145 Reduced 0.83%
17,335 $5.11 Million
Q1 2020

Dec 18, 2020

SELL
$194.86 - $305.31 $498,646 - $781,288
-2,559 Reduced 12.77%
17,480 $4.36 Million
Q4 2019

Jan 27, 2021

BUY
$215.36 - $295.97 $4.32 Million - $5.93 Million
20,039 New
20,039 $5.89 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 $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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