A detailed history of Wetherby Asset Management Inc transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wetherby Asset Management Inc holds 24,108 shares of UNH stock, worth $12.2 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
24,108
Previous 24,102 0.02%
Holding current value
$12.2 Million
Previous $12.3 Million 14.84%
% of portfolio
0.66%
Previous 0.59%

Shares

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

Nov 14, 2024

BUY
$488.01 - $604.18 $2,928 - $3,625
6 Added 0.02%
24,108 $14.1 Million
Q2 2024

Aug 14, 2024

SELL
$439.2 - $524.63 $672,854 - $803,733
-1,532 Reduced 5.98%
24,102 $12.3 Million
Q1 2024

May 15, 2024

SELL
$472.6 - $545.42 $308,135 - $355,613
-652 Reduced 2.48%
25,634 $12.7 Million
Q4 2023

Feb 14, 2024

SELL
$509.47 - $552.97 $171,691 - $186,350
-337 Reduced 1.27%
26,286 $13.8 Million
Q3 2023

Nov 14, 2023

SELL
$447.75 - $510.93 $1.21 Million - $1.38 Million
-2,704 Reduced 9.22%
26,623 $13.4 Million
Q2 2023

Aug 14, 2023

SELL
$458.49 - $526.23 $381,922 - $438,349
-833 Reduced 2.76%
29,327 $14.1 Million
Q1 2023

May 12, 2023

BUY
$460.33 - $518.33 $1.68 Million - $1.89 Million
3,655 Added 13.79%
30,160 $14.3 Million
Q4 2022

Feb 14, 2023

BUY
$498.86 - $555.15 $186,573 - $207,626
374 Added 1.43%
26,505 $14.1 Million
Q3 2022

Nov 14, 2022

BUY
$501.24 - $549.95 $255,632 - $280,474
510 Added 1.99%
26,131 $13.2 Million
Q2 2022

Aug 15, 2022

BUY
$452.06 - $546.01 $569,143 - $687,426
1,259 Added 5.17%
25,621 $13.2 Million
Q1 2022

May 16, 2022

BUY
$455.89 - $520.82 $334,167 - $381,761
733 Added 3.1%
24,362 $12.4 Million
Q4 2021

Feb 14, 2022

BUY
$387.01 - $505.58 $185,377 - $242,172
479 Added 2.07%
23,629 $11.9 Million
Q3 2021

Nov 15, 2021

BUY
$390.74 - $429.71 $88,307 - $97,114
226 Added 0.99%
23,150 $9.05 Million
Q2 2021

Aug 16, 2021

BUY
$364.37 - $420.89 $250,686 - $289,572
688 Added 3.09%
22,924 $9.18 Million
Q1 2021

May 14, 2021

SELL
$324.34 - $379.06 $241,308 - $282,020
-744 Reduced 3.24%
22,236 $8.27 Million
Q4 2020

Feb 11, 2021

BUY
$303.68 - $356.82 $35,834 - $42,104
118 Added 0.52%
22,980 $8.06 Million
Q3 2020

Dec 16, 2020

SELL
$291.16 - $323.7 $211,091 - $234,682
-725 Reduced 3.07%
22,862 $7.13 Million
Q3 2020

Nov 13, 2020

BUY
$291.16 - $323.7 $650,742 - $723,469
2,235 Added 10.47%
23,587 $7.35 Million
Q2 2020

Aug 14, 2020

BUY
$229.49 - $311.85 $184,280 - $250,415
803 Added 3.91%
21,352 $6.3 Million
Q1 2020

May 06, 2020

BUY
$194.86 - $305.31 $174,399 - $273,252
895 Added 4.55%
20,549 $5.13 Million
Q4 2019

Jan 28, 2020

SELL
$215.36 - $295.97 $375,803 - $516,467
-1,745 Reduced 8.15%
19,654 $5.78 Million
Q3 2019

Oct 31, 2019

SELL
$215.26 - $266.65 $124,420 - $154,123
-578 Reduced 2.63%
21,399 $4.65 Million
Q2 2019

Jul 25, 2019

BUY
$216.84 - $252.28 $749,182 - $871,627
3,455 Added 18.65%
21,977 $5.36 Million
Q1 2019

May 09, 2019

BUY
$236.02 - $271.13 $170,878 - $196,298
724 Added 4.07%
18,522 $4.58 Million
Q4 2018

Jan 30, 2019

BUY
$232.94 - $286.33 $53,809 - $66,142
231 Added 1.31%
17,798 $4.43 Million
Q3 2018

Nov 07, 2018

BUY
$246.98 - $269.65 $105,707 - $115,410
428 Added 2.5%
17,567 $4.67 Million
Q2 2018

Jul 24, 2018

BUY
$217.2 - $255.98 $31,711 - $37,373
146 Added 0.86%
17,139 $4.21 Million
Q1 2018

May 04, 2018

SELL
$212.55 - $248.47 $41,447 - $48,451
-195 Reduced 1.13%
16,993 $3.64 Million
Q4 2017

Feb 09, 2018

BUY
$192.52 - $228.17 $148,625 - $176,147
772 Added 4.7%
17,188 $3.79 Million
Q3 2017

Nov 13, 2017

BUY
$190.82 - $199.75 $3.13 Million - $3.28 Million
16,416
16,416 $3.22 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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