UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,207 Value ($000) $4,690 Avg Close $337.21 Range $302.50 - $378.46
Q3 2025
Shares 757 Value ($000) $261 Avg Close $298.94 Range $231.57 - $357.63
Q2 2025
Shares 1,147 Value ($000) $358 Avg Close $374.94 Range $243.94 - $594.32
Q1 2025
Shares 930 Value ($000) $487 Avg Close $499.48 Range $427.96 - $540.60
Q4 2024
Shares 1,250 Value ($000) $632 Avg Close $552.89 Range $464.38 - $613.22
Q3 2024
Shares 941 Value ($000) $550 Avg Close $548.30 Range $469.38 - $588.97
Q2 2024
Shares 711 Value ($000) $362 Avg Close $473.12 Range $420.98 - $509.52
Q1 2024
Shares 811 Value ($000) $401 Avg Close $488.97 Range $449.89 - $527.55
Q4 2023
Shares 811 Value ($000) $427 Avg Close $511.31 Range $481.83 - $533.02
Q3 2023
Shares 911 Value ($000) $459 Avg Close $469.94 Range $426.58 - $492.38
Q2 2023
Shares 618 Value ($000) $297 Avg Close $464.88 Range $423.41 - $503.95
Q1 2023
Shares 911 Value ($000) $431 Avg Close $457.25 Range $434.73 - $497.60
Q4 2022
Shares 1,593 Value ($000) $789 Avg Close $500.41 Range $460.31 - $526.71
Q3 2022
Shares 1,533 Value ($000) $832 Avg Close $495.09 Range $463.11 - $520.39
Q1 2022
Shares 1,506 Value ($000) $765 Avg Close $451.15 Range $416.63 - $489.25