HERITAGE WEALTH ADVISORS – UnitedHealth Group Incorporated Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$42.44M
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-1.67%
quarter
UnitedHealth Group Incorporated 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.92% | 2.38K shares | 503K | $505.04 | 84.04K |
| Q2 2022 | share | Increase | +22.71% | 15.11K shares | 8.00M | $513.63 | 81.65K |
| Q1 2022 | share | Increase | +5.86% | 3.68K shares | 2.37M | $509.97 | 66.54K |
| Q4 2021 | share | Increase | +6.11% | 3.61K shares | 8.41M | $504.43 | 62.85K |
| Q3 2021 | share | Increase | +3.21% | 1.84K shares | 162.47K | $389.48 | 59.24K |
| Q2 2021 | share | Increase | +9.87% | 5.15K shares | 3.54M | $397.72 | 57.39K |
| Q1 2021 | share | Increase | +12.22% | 5.69K shares | 3.11M | $368.18 | 52.24K |
| Q4 2020 | share | Increase | +9.72% | 4.12K shares | 3.09M | $345.8 | 46.55K |
| Q3 2020 | share | Increase | +1.36% | 569 shares | 881.59K | $306.33 | 42.42K |
| Q2 2020 | share | Increase | +114.74% | 22.36K shares | 7.48M | $288.61 | 41.86K |
| Q1 2020 | share | Increase | +35.62% | 5.12K shares | 635.82K | $242.98 | 19.49K |
| Q4 2019 | share | Increase | +16.31% | 2.01K shares | 1.54M | $285.3 | 14.37K |
| Q3 2019 | share | Increase | +5.32% | 624 shares | -177.97K | $210.09 | 12.35K |
| Q2 2019 | share | Increase | +6.22% | 687 shares | 131.82K | $234.81 | 11.73K |
| Q1 2019 | share | Increase | +25.21% | 2.22K shares | 534.15K | $236.89 | 11.04K |
| Q4 2018 | share | Increase | +2.51% | 216 shares | -92K | $237.77 | 8.82K |
| Q3 2018 | share | Increase | +6.88% | 554 shares | 316K | $253.11 | 8.60K |
| Q2 2018 | share | Increase | +2.10% | 166 shares | 285K | $232.64 | 8.05K |
| Q1 2018 | share | Increase | +12.21% | 858 shares | 143K | $202.21 | 7.88K |
| Q4 2017 | share | Increase | +5.81% | 386 shares | 242K | $207.63 | 7.02K |
| Q3 2017 | share | Increase | +5.80% | 364 shares | 137K | $183.84 | 6.64K |
| Q2 2017 | share | Increase | +6.66% | 392 shares | 204K | $173.4 | 6.27K |
| Q1 2017 | share | Increase | +17.84% | 891 shares | 163K | $152.74 | 5.88K |
| Q4 2016 | share | Increase | +30.42% | 1.16K shares | 264K | $148.49 | 4.99K |
| Q3 2016 | share | Increase | +29.57% | 874 shares | 119K | $129.39 | 3.83K |
| Q2 2016 | share | Increase | 0.00% | 2.95K shares | 416K | $129.89 | 2.95K |