A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 200 shares of UNH stock, worth $120,100. This represents 0.08% of its overall portfolio holdings.

Number of Shares
200
Previous 912 78.07%
Holding current value
$120,100
Previous $464 Million 74.82%
% of portfolio
0.08%
Previous 0.34%

Shares

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

Oct 18, 2024

BUY
$488.01 - $604.18 $6,832 - $8,458
14 Added 1.54%
926 $541 Million
Q2 2024

Jul 25, 2024

BUY
$439.2 - $524.63 $4,392 - $5,246
10 Added 1.11%
912 $464 Million
Q1 2024

May 06, 2024

SELL
$472.6 - $545.42 $1,417 - $1,636
-3 Reduced 0.33%
902 $446 Million
Q4 2023

Feb 14, 2024

BUY
$509.47 - $552.97 $461,070 - $500,437
905 New
905 $476 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 $562B
  • 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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