A detailed history of Heritage Financial Services, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Heritage Financial Services, LLC holds 1,238 shares of UNH stock, worth $738,937. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,238
Previous 1,332 7.06%
Holding current value
$738,937
Previous $658,000 4.26%
% of portfolio
0.09%
Previous 0.1%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$439.2 - $524.63 $41,284 - $49,315
-94 Reduced 7.06%
1,238 $630,000
Q1 2024

May 14, 2024

BUY
$472.6 - $545.42 $2,835 - $3,272
6 Added 0.45%
1,332 $658,000
Q1 2023

May 10, 2023

BUY
$460.33 - $518.33 $21,635 - $24,361
47 Added 3.67%
1,326 $626,000
Q4 2022

Jan 27, 2023

BUY
$498.86 - $555.15 $71,336 - $79,386
143 Added 12.59%
1,279 $0
Q3 2022

Nov 03, 2022

SELL
$501.24 - $549.95 $501 - $549
-1 Reduced 0.09%
1,136 $573,000
Q2 2022

Jul 19, 2022

BUY
$452.06 - $546.01 $14,465 - $17,472
32 Added 2.9%
1,137 $583,000
Q1 2022

Aug 30, 2022

SELL
$455.89 - $520.82 $13,676 - $15,624
-30 Reduced 2.64%
1,105 $563,000
Q4 2021

Aug 26, 2022

BUY
$387.01 - $505.58 $439,256 - $573,833
1,135 New
1,135 $569,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $558B
  • 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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