UnitedHealth shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.2M | 17k | 494.69 |
| 2023-12-31 | $8.5M | 16k | 526.45 |
| 2023-09-30 | $8.4M | 17k | 504.18 |
| 2023-06-30 | $7.8M | 16k | 480.66 |
| 2023-03-31 | $7.2M | 15k | 472.62 |
| 2022-12-31 | $6.6M | 13k | 530.18 |
| 2022-09-30 | $6.8M | 14k | 505.05 |
| 2022-06-30 | $6.6M | 13k | 513.65 |
| 2022-03-31 | $6.4M | 13k | 509.92 |
| 2021-12-31 | $6.2M | 12k | 502.09 |
| 2021-09-30 | $4.8M | 12k | 390.75 |
| 2021-06-30 | $4.8M | 12k | 400.45 |
| 2021-03-31 | $4.0M | 11k | 372.11 |
| 2020-12-31 | $3.5M | 10k | 350.69 |
More positions owned by Tradition Wealth Management
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