A detailed history of Heritage Wealth Partners, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 1,773 shares of UNH stock, worth $1.05 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
1,773
Previous 769 130.56%
Holding current value
$1.05 Million
Previous $392 Million 164.64%
% of portfolio
1.22%
Previous 0.57%

Shares

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

Oct 08, 2024

BUY
$488.01 - $604.18 $489,962 - $606,596
1,004 Added 130.56%
1,773 $1.04 Billion
Q2 2024

Jul 05, 2024

SELL
$439.2 - $524.63 $413,287 - $493,676
-941 Reduced 55.03%
769 $392 Million
Q4 2023

Jan 19, 2024

SELL
$509.47 - $552.97 $71,325 - $77,415
-140 Reduced 7.57%
1,710 $900 Million
Q3 2023

Oct 18, 2023

BUY
$447.75 - $510.93 $116,415 - $132,841
260 Added 16.35%
1,850 $933 Million
Q2 2023

Aug 11, 2023

BUY
$458.49 - $526.23 $728,999 - $836,705
1,590 New
1,590 $764 Million
Q4 2022

Feb 10, 2023

BUY
$498.86 - $555.15 $908,424 - $1.01 Million
1,821 New
1,821 $991 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 $553B
  • 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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