A detailed history of Heirloom Wealth Management transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Heirloom Wealth Management holds 10,343 shares of UNH stock, worth $5.74 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
10,343
Previous 10,500 1.5%
Holding current value
$5.74 Million
Previous $5.53 Million 7.44%
% of portfolio
1.84%
Previous 2.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

SELL
$472.6 - $545.42 $74,198 - $85,630
-157 Reduced 1.5%
10,343 $5.12 Million
Q4 2023

Jan 31, 2024

BUY
$509.47 - $552.97 $141,123 - $153,172
277 Added 2.71%
10,500 $5.53 Million
Q3 2023

Oct 23, 2023

SELL
$447.75 - $510.93 $29,103 - $33,210
-65 Reduced 0.63%
10,223 $5.15 Million
Q2 2023

Aug 08, 2023

BUY
$458.49 - $526.23 $192,565 - $221,016
420 Added 4.26%
10,288 $4.94 Million
Q1 2023

Apr 27, 2023

BUY
$460.33 - $518.33 $4.54 Million - $5.11 Million
9,868 New
9,868 $4.66 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 $519B
  • 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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