Wealth Enhancement & Preservation Of Ga, LLC Unitedhealth Group Inc Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

A detailed history of Wealth Enhancement & Preservation Of Ga, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wealth Enhancement & Preservation Of Ga, LLC holds 1,423 shares of UNH stock, worth $727,366. This represents 0.66% of its overall portfolio holdings.

Number of Shares

1,423

Previous 1,304 9.13%

Holding current value

$727,366

Previous $616,000 10.88%

% of portfolio

0.66%

Previous 0.74%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 18, 2023	BUY	$458.49 - $526.23 $54,560 - $62,621	119 Added 9.13%	1,423 $683,000
Q1 2023 Apr 11, 2023	BUY	$460.33 - $518.33 $75,033 - $84,487	163 Added 14.29%	1,304 $616,000
Q4 2022 Feb 09, 2023	BUY	$498.86 - $555.15 $145,168 - $161,548	291 Added 34.24%	1,141 $605,000
Q3 2022 Oct 19, 2022	SELL	$501.24 - $549.95 $670,157 - $735,283	-1,337 Reduced 61.13%	850 $429,000
Q2 2022 Sep 22, 2022	SELL	$452.06 - $546.01 $335,428 - $405,139	-742 Reduced 25.33%	2,187 $1.22 Million
Q1 2022 May 06, 2022	SELL	$455.89 - $520.82 $12,309 - $14,062	-27 Reduced 0.91%	2,929 $1.49 Million
Q4 2021 Feb 02, 2022	BUY	$387.01 - $505.58 $8,901 - $11,628	23 Added 0.78%	2,956 $1.48 Million
Q3 2021 Oct 19, 2021	BUY	$390.74 - $429.71 $25,398 - $27,931	65 Added 2.27%	2,933 $1.15 Million
Q2 2021 Jul 22, 2021	BUY	$364.37 - $420.89 $28,056 - $32,408	77 Added 2.76%	2,868 $1.15 Million
Q1 2021 Apr 21, 2021	BUY	$324.34 - $379.06 $7,459 - $8,718	23 Added 0.83%	2,791 $1.05 Million
Q4 2020 Feb 02, 2021	BUY	$303.68 - $356.82 $119,346 - $140,230	393 Added 16.55%	2,768 $971,000
Q3 2020 Oct 13, 2020	BUY	$291.16 - $323.7 $160,138 - $178,035	550 Added 30.14%	2,375 $735,000
Q2 2020 Sep 08, 2020	SELL	$229.49 - $311.85 $209,983 - $285,342	-915 Reduced 33.39%	1,825 $525,000
Q1 2020 Apr 27, 2020	SELL	$194.86 - $305.31 $751,769 - $1.18 Million	-3,858 Reduced 58.47%	2,740 $622,000
Q4 2019 Feb 27, 2020	BUY	$215.36 - $295.97 $1.42 Million - $1.95 Million	6,598 New	6,598 $1.94 Million

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 $478B
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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Wealth Enhancement & Preservation Of Ga, LLC Unitedhealth Group Inc Transaction History