A detailed history of Heritage Oak Wealth Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 1,067 shares of UNH stock, worth $636,668. This represents 0.29% of its overall portfolio holdings.

Number of Shares
1,067
Previous 1,499 28.82%
Holding current value
$636,668
Previous $763 Million 18.28%
% of portfolio
0.29%
Previous 0.39%

Shares

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

Oct 23, 2024

SELL
$488.01 - $604.18 $210,820 - $261,005
-432 Reduced 28.82%
1,067 $624 Million
Q2 2024

Aug 28, 2024

BUY
$439.2 - $524.63 $658,360 - $786,420
1,499 New
1,499 $763 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 $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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