UnitedHealth shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in UnitedHealth
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All positions including UnitedHealth held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.5M | 3.0k | 494.70 |
2023-12-31 | $1.6M | 3.0k | 526.47 |
2022-12-31 | $6.2M | 12k | 530.16 |
2022-09-30 | $2.8M | 5.5k | 505.06 |
2022-06-30 | $2.7M | 5.3k | 513.63 |
2022-03-31 | $3.6M | 7.1k | 509.91 |
2021-09-30 | $2.4M | 6.0k | 390.78 |
2021-06-30 | $2.2M | 5.4k | 400.48 |
2021-03-31 | $1.9M | 5.2k | 372.12 |
More positions owned by Heritage Wealth Management
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