A detailed history of Heartwood Wealth Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 596 shares of UNH stock, worth $298,077. This represents 0.04% of its overall portfolio holdings.

Number of Shares
596
Previous 624 4.49%
Holding current value
$298,077
Previous $317,000 9.78%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 07, 2024

SELL
$488.01 - $604.18 $13,664 - $16,917
-28 Reduced 4.49%
596 $348,000
Q2 2024

Jul 09, 2024

SELL
$439.2 - $524.63 $19,764 - $23,608
-45 Reduced 6.73%
624 $317,000
Q4 2023

Jan 17, 2024

BUY
$509.47 - $552.97 $509 - $552
1 Added 0.15%
669 $352,000
Q3 2023

Oct 17, 2023

SELL
$447.75 - $510.93 $6,716 - $7,663
-15 Reduced 2.2%
668 $336,000
Q2 2023

Jul 19, 2023

SELL
$458.49 - $526.23 $916 - $1,052
-2 Reduced 0.29%
683 $328,000
Q1 2023

Apr 14, 2023

BUY
$460.33 - $518.33 $40,048 - $45,094
87 Added 14.55%
685 $323,000
Q4 2022

Jan 12, 2023

BUY
$498.86 - $555.15 $86,801 - $96,596
174 Added 41.04%
598 $0
Q2 2022

Jul 25, 2022

BUY
$452.06 - $546.01 $191,673 - $231,508
424 New
424 $218,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $468B
  • 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
Track This Portfolio

Track Heartwood Wealth Advisors LLC Portfolio

Follow Heartwood Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.