Heritage Wealth Advisors Unitedhealth Group Inc Transaction History

Heritage Wealth Advisors

$2.72 Billion
Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Heritage Wealth Advisors holds 21,731 shares of UNH stock, worth $10.6 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

21,731

Previous 94,222 76.94%

Holding current value

$10.6 Million

Previous $49.6 Million 78.33%

% of portfolio

0.4%

Previous 2.53%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$472.6 - $545.42 $34.3 Million - $39.5 Million	-72,491 Reduced 76.94%	21,731 $10.8 Million
Q4 2023 Feb 09, 2024	SELL	$509.47 - $552.97 $2.69 Million - $2.92 Million	-5,284 Reduced 5.31%	94,222 $49.6 Million
Q3 2023 Nov 08, 2023	BUY	$447.75 - $510.93 $2.62 Million - $2.99 Million	5,861 Added 6.26%	99,506 $50.2 Million
Q2 2023 Aug 09, 2023	BUY	$458.49 - $526.23 $908,727 - $1.04 Million	1,982 Added 2.16%	93,645 $45 Million
Q1 2023 May 04, 2023	BUY	$460.33 - $518.33 $2.45 Million - $2.76 Million	5,319 Added 6.16%	91,663 $43.3 Million

Q4 2022 Feb 06, 2023	BUY	$498.86 - $555.15 $1.15 Million - $1.28 Million	2,303 Added 2.74%	86,344 $45.8 Million
Q3 2022 Nov 10, 2022	BUY	$501.24 - $549.95 $1.19 Million - $1.31 Million	2,384 Added 2.92%	84,041 $42.4 Million
Q2 2022 Aug 04, 2022	BUY	$452.06 - $546.01 $6.83 Million - $8.25 Million	15,114 Added 22.71%	81,657 $41.9 Million
Q1 2022 May 11, 2022	BUY	$455.89 - $520.82 $1.68 Million - $1.92 Million	3,684 Added 5.86%	66,543 $33.9 Million
Q4 2021 Feb 02, 2022	BUY	$387.01 - $505.58 $1.4 Million - $1.83 Million	3,619 Added 6.11%	62,859 $31.6 Million
Q3 2021 Nov 02, 2021	BUY	$390.74 - $429.71 $719,352 - $791,096	1,841 Added 3.21%	59,240 $23.1 Million
Q2 2021 Aug 09, 2021	BUY	$364.37 - $420.89 $3.95 Million - $4.56 Million	10,844 Added 23.29%	57,399 $23 Million
Q2 2021 Jul 27, 2021	SELL	$364.37 - $420.89 $2.07 Million - $2.39 Million	-5,690 Reduced 10.89%	46,555 $16.3 Million
Q1 2021 Apr 27, 2021	BUY	$324.34 - $379.06 $1.85 Million - $2.16 Million	5,690 Added 12.22%	52,245 $19.4 Million
Q4 2020 Feb 01, 2021	BUY	$303.68 - $356.82 $1.25 Million - $1.47 Million	4,126 Added 9.72%	46,555 $16.3 Million
Q3 2020 Nov 03, 2020	BUY	$291.16 - $323.7 $165,670 - $184,185	569 Added 1.36%	42,429 $13.2 Million
Q2 2020 Jul 17, 2020	BUY	$229.49 - $311.85 $9.46 Million - $12.8 Million	41,203 Added 6271.39%	41,860 $12.3 Million
Q2 2020 Jul 17, 2020	SELL	$229.49 - $311.85 $4.32 Million - $5.87 Million	-18,836 Reduced 96.63%	657 $12.3 Million
Q1 2020 May 05, 2020	BUY	$194.86 - $305.31 $997,683 - $1.56 Million	5,120 Added 35.62%	19,493 $4.86 Million
Q4 2019 Feb 04, 2020	BUY	$215.36 - $295.97 $434,165 - $596,675	2,016 Added 16.31%	14,373 $4.23 Million
Q3 2019 Oct 30, 2019	BUY	$215.26 - $266.65 $134,322 - $166,389	624 Added 5.32%	12,357 $2.69 Million
Q2 2019 Aug 05, 2019	BUY	$216.84 - $252.28 $148,969 - $173,316	687 Added 6.22%	11,733 $0
Q1 2019 May 06, 2019	BUY	$236.02 - $271.13 $524,908 - $602,993	2,224 Added 25.21%	11,046 $0
Q4 2018 Jan 28, 2019	BUY	$232.94 - $286.33 $50,315 - $61,847	216 Added 2.51%	8,822 $2.2 Million
Q3 2018 Nov 14, 2018	BUY	$246.98 - $269.65 $136,826 - $149,386	554 Added 6.88%	8,606 $2.29 Million
Q2 2018 Jul 19, 2018	BUY	$217.2 - $255.98 $36,055 - $42,492	166 Added 2.1%	8,052 $1.97 Million
Q1 2018 May 10, 2018	BUY	$212.55 - $248.47 $182,367 - $213,187	858 Added 12.21%	7,886 $1.69 Million
Q4 2017 Feb 02, 2018	BUY	$192.52 - $228.17 $74,312 - $88,073	386 Added 5.81%	7,028 $1.55 Million
Q3 2017 Nov 07, 2017	BUY	$190.82 - $199.75 $1.27 Million - $1.33 Million	6,642	6,642 $1.3 Million

Others Institutions Holding UNH

# of Institutions

3,672

Shares Held

759M

Call Options Held

6.06M

Put Options Held

6.74M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $456B
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...

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Heritage Wealth Advisors Unitedhealth Group Inc Transaction History