A detailed history of Heritage Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 2,971 shares of UNH stock, worth $1.51 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
2,971
Previous 3,039 2.24%
Holding current value
$1.51 Million
Previous $1.6 Million 8.13%
% of portfolio
0.73%
Previous 0.87%

Shares

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

Apr 25, 2024

SELL
$472.6 - $545.42 $32,136 - $37,088
-68 Reduced 2.24%
2,971 $1.47 Million
Q4 2023

Feb 06, 2024

SELL
$509.47 - $552.97 $4.42 Million - $4.8 Million
-8,680 Reduced 74.07%
3,039 $1.6 Million
Q4 2022

Feb 13, 2023

BUY
$498.86 - $555.15 $3.09 Million - $3.44 Million
6,189 Added 111.92%
11,719 $6.21 Million
Q3 2022

Nov 14, 2022

BUY
$501.24 - $549.95 $97,240 - $106,690
194 Added 3.64%
5,530 $2.79 Million
Q2 2022

Aug 15, 2022

SELL
$452.06 - $546.01 $803,310 - $970,259
-1,777 Reduced 24.98%
5,336 $2.74 Million
Q1 2022

Aug 15, 2022

BUY
$455.89 - $520.82 $494,184 - $564,568
1,084 Added 17.98%
7,113 $3.63 Million
Q3 2021

Nov 10, 2021

BUY
$390.74 - $429.71 $235,616 - $259,115
603 Added 11.11%
6,029 $2.36 Million
Q2 2021

Aug 11, 2021

BUY
$364.37 - $420.89 $95,100 - $109,852
261 Added 5.05%
5,426 $2.17 Million
Q1 2021

Jul 16, 2021

BUY
$324.34 - $379.06 $1.68 Million - $1.96 Million
5,165 New
5,165 $1.92 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 $476B
  • 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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