HERITAGE WEALTH MANAGEMENT, LLC – UnitedHealth Group Incorporated Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$2.79M
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC 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 | +3.64% | 194 shares | 52.27K | $505.04 | 5.53K |
Q2 2022 | share | Decrease | -24.98% | -1.77K shares | -886.27K | $513.63 | 5.33K |
Q1 2022 | share | Increase | +17.98% | 1.08K shares | 1.27M | $509.97 | 7.11K |
Q3 2021 | share | Increase | +11.11% | 603 shares | 183K | $389.48 | 6.02K |
Q2 2021 | share | Increase | +5.05% | 261 shares | 251K | $397.72 | 5.42K |
Q1 2021 | share | Increase | 0.00% | 5.16K shares | 1.92M | $368.18 | 5.16K |