Wealthspire Advisors, LLC Unitedhealth Group Inc Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 13,363 shares of UNH stock, worth $6.76 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

13,363

Previous 11,699 14.22%

Holding current value

$6.76 Million

Previous $5.96 Million 31.16%

% of portfolio

0.08%

Previous 0.08%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$488.01 - $604.18 $812,048 - $1.01 Million	1,664 Added 14.22%	13,363 $7.81 Million
Q2 2024 Aug 08, 2024	SELL	$439.2 - $524.63 $233,215 - $278,578	-531 Reduced 4.34%	11,699 $5.96 Million
Q1 2024 May 06, 2024	SELL	$472.6 - $545.42 $134,691 - $155,444	-285 Reduced 2.28%	12,230 $6.05 Million
Q4 2023 Feb 06, 2024	BUY	$509.47 - $552.97 $113,102 - $122,759	222 Added 1.81%	12,515 $6.59 Million
Q3 2023 Nov 06, 2023	BUY	$447.75 - $510.93 $430,735 - $491,514	962 Added 8.49%	12,293 $6.2 Million
Q2 2023 Jul 31, 2023	SELL	$458.49 - $526.23 $61,437 - $70,514	-134 Reduced 1.17%	11,331 $5.45 Million
Q1 2023 May 09, 2023	SELL	$460.33 - $518.33 $1.74 Million - $1.96 Million	-3,775 Reduced 24.77%	11,465 $5.42 Million
Q4 2022 Feb 13, 2023	BUY	$498.86 - $555.15 $2.36 Million - $2.63 Million	4,740 Added 45.14%	15,240 $8.08 Million
Q3 2022 Nov 14, 2022	BUY	$501.24 - $549.95 $29,573 - $32,447	59 Added 0.57%	10,500 $5.3 Million
Q2 2022 Aug 09, 2022	BUY	$452.06 - $546.01 $1.21 Million - $1.46 Million	2,682 Added 34.57%	10,441 $5.36 Million
Q1 2022 May 09, 2022	SELL	$455.89 - $520.82 $2.06 Million - $2.36 Million	-4,527 Reduced 36.85%	7,759 $3.96 Million
Q4 2021 Feb 14, 2022	SELL	$387.01 - $505.58 $320,444 - $418,620	-828 Reduced 6.31%	12,286 $6.17 Million
Q3 2021 Nov 15, 2021	BUY	$390.74 - $429.71 $1.68 Million - $1.84 Million	4,288 Added 48.58%	13,114 $5.12 Million
Q2 2021 Aug 13, 2021	SELL	$364.37 - $420.89 $5.42 Million - $6.26 Million	-14,875 Reduced 62.76%	8,826 $3.53 Million
Q1 2021 May 17, 2021	BUY	$324.34 - $379.06 $521,863 - $609,907	1,609 Added 7.28%	23,701 $8.82 Million
Q4 2020 Feb 16, 2021	BUY	$303.68 - $356.82 $3.44 Million - $4.04 Million	11,327 Added 105.22%	22,092 $7.75 Million
Q3 2020 Nov 16, 2020	BUY	$291.16 - $323.7 $1.49 Million - $1.66 Million	5,132 Added 91.11%	10,765 $3.36 Million
Q2 2020 Aug 14, 2020	SELL	$229.49 - $311.85 $4.03 Million - $5.47 Million	-17,546 Reduced 75.7%	5,633 $1.66 Million
Q1 2020 May 12, 2020	BUY	$194.86 - $305.31 $3.89 Million - $6.09 Million	19,941 Added 615.84%	23,179 $5.78 Million
Q4 2019 Feb 14, 2020	BUY	$215.36 - $295.97 $132,661 - $182,317	616 Added 23.49%	3,238 $952,000
Q3 2019 Nov 12, 2019	BUY	$215.26 - $266.65 $564,411 - $699,156	2,622 New	2,622 $570,000
Q1 2019 May 08, 2019	SELL	$236.02 - $271.13 $176,306 - $202,534	-747 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$232.94 - $286.33 $174,006 - $213,888	747 New	747 $186,000

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...

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Wealthspire Advisors, LLC Unitedhealth Group Inc Transaction History