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UnitedHealth shares owned by Heritage Way Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Heritage Way Advisors from 13F filings

Historical chart of Heritage Way Advisors investment in UnitedHealth

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All positions including UnitedHealth held by Heritage Way Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Heritage Way Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $3.5M 7.0k 502.13
2021-09-30 $2.8M 7.2k 390.68
2021-06-30 $2.9M 7.2k 400.44
2021-03-31 $2.7M 7.3k 372.03
2020-12-31 $2.6M 7.3k 350.74
2020-09-30 $2.3M 7.5k 311.79