Heron Financial Group, LLC Unitedhealth Group Inc Transaction History

Heron Financial Group, LLC

$185 Million
Q2 2023

A detailed history of Heron Financial Group, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Heron Financial Group, LLC holds 2,682 shares of UNH stock, worth $1.6 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

2,682

Previous 2,683 0.04%

Holding current value

$1.6 Million

Previous $1.27 Million 1.74%

% of portfolio

0.69%

Previous 0.7%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	SELL	$458.49 - $526.23 $458 - $526	-1 Reduced 0.04%	2,682 $1.29 Million
Q1 2023 Apr 19, 2023	BUY	$460.33 - $518.33 $1.24 Million - $1.39 Million	2,683 New	2,683 $1.27 Million
Q3 2022 Oct 27, 2022	BUY	$501.24 - $549.95 $14,034 - $15,398	28 Added 1.0%	2,838 $1.43 Million
Q2 2022 Jul 29, 2022	SELL	$452.06 - $546.01 $63,740 - $76,987	-141 Reduced 4.78%	2,810 $1.44 Million
Q1 2022 May 12, 2022	SELL	$455.89 - $520.82 $295,416 - $337,491	-648 Reduced 18.01%	2,951 $1.51 Million
Q4 2021 Feb 04, 2022	SELL	$387.01 - $505.58 $18,963 - $24,773	-49 Reduced 1.34%	3,599 $1.69 Million
Q3 2021 Nov 04, 2021	BUY	$390.74 - $429.71 $1,172 - $1,289	3 Added 0.08%	3,648 $1.43 Million
Q2 2021 Aug 16, 2021	SELL	$364.37 - $420.89 $28,056 - $32,408	-77 Reduced 2.07%	3,645 $1.46 Million
Q1 2021 Apr 14, 2021	BUY	$324.34 - $379.06 $10,703 - $12,508	33 Added 0.89%	3,722 $1.37 Million
Q4 2020 Feb 16, 2021	SELL	$303.68 - $356.82 $22,776 - $26,761	-75 Reduced 1.99%	3,689 $1.35 Million
Q3 2020 Oct 15, 2020	SELL	$291.16 - $323.7 $161,593 - $179,653	-555 Reduced 12.85%	3,764 $1.2 Million
Q2 2020 Jul 20, 2020	SELL	$229.49 - $311.85 $8,261 - $11,226	-36 Reduced 0.83%	4,319 $1.26 Million
Q1 2020 Apr 23, 2020	SELL	$194.86 - $305.31 $7,794 - $12,212	-40 Reduced 0.91%	4,355 $1.18 Million
Q4 2019 Feb 14, 2020	BUY	$215.36 - $295.97 $946,507 - $1.3 Million	4,395 New	4,395 $1.28 Million

Others Institutions Holding UNH

# of Institutions

3,814

Shares Held

788M

Call Options Held

5.85M

Put Options Held

5.63M

View Full List

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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Heron Financial Group, LLC Unitedhealth Group Inc Transaction History