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 624 shares of UNH stock, worth $370,911. This represents 0.04% of its overall portfolio holdings.

Number of Shares
624
Previous 669 6.73%
Holding current value
$370,911
Previous $330,000 3.94%
% of portfolio
0.04%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $556B
  • 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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