UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 674 Value ($000) $222 Avg Close $337.21 Range $302.50 - $378.46
Q3 2025
Shares 493 Value ($000) $170 Avg Close $298.94 Range $231.57 - $357.63
Q1 2025
Shares 511 Value ($000) $268 Avg Close $499.48 Range $427.96 - $540.60
Q4 2024
Shares 572 Value ($000) $289 Avg Close $552.89 Range $464.38 - $613.22
Q3 2024
Shares 596 Value ($000) $348 Avg Close $548.30 Range $469.38 - $588.97
Q2 2024
Shares 624 Value ($000) $318 Avg Close $473.12 Range $420.98 - $509.52
Q1 2024
Shares 669 Value ($000) $331 Avg Close $488.97 Range $449.89 - $527.55
Q4 2023
Shares 669 Value ($000) $352 Avg Close $511.31 Range $481.83 - $533.02
Q3 2023
Shares 668 Value ($000) $337 Avg Close $469.94 Range $426.58 - $492.38
Q2 2023
Shares 683 Value ($000) $328 Avg Close $464.88 Range $423.41 - $503.95
Q1 2023
Shares 685 Value ($000) $324 Avg Close $457.25 Range $434.73 - $497.60
Q4 2022
Shares 598 Value ($000) $317 Avg Close $500.41 Range $460.31 - $526.71
Q3 2022
Shares 424 Value ($000) $214 Avg Close $495.09 Range $463.11 - $520.39
Q2 2022
Shares 424 Value ($000) $218 Avg Close $471.05 Range $423.08 - $518.69