Heritage Trust Co UNH Holdings History

Number of Shares
26,880.00
Current Holdings Value*
$14.08 Mil
% of Portfolio
1.71%
Total Estimate Gain
$693,564.20
% of Total Estimate Gain
6.66%

Heritage Trust Co's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Heritage Trust Co held 26,880.00 shares of UnitedHealth Group Inc(UNH), totaling $14.08 Mil. This investment constitutes 1.71% of their stock portfolio, and Heritage Trust Co now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2018Q2. And since then Heritage Trust Co has made 9 purchases of UNH, at an average price of $279.58, for a total of 37,242.00 shares. In addition, there have been 15 sales at an average price of $349.10 for 10,362.00 shares. Based on historical transaction data and UNH's current price of $278.58, Heritage Trust Co's estimated gain on his UNH holdings is $693,564.20, reflecting a 6.66% gain to date.

Heritage Trust Co UNH ($278.58) Holding Chart

Heritage Trust Co UNH ($278.58) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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