UnitedHealth shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in UnitedHealth
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All positions including UnitedHealth held by Confluence 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 |
---|---|---|---|
2020-09-30 | $709k | 3.3k | 217.35 |
2020-06-30 | $953k | 3.2k | 294.86 |
2020-03-31 | $637k | 2.6k | 249.51 |
2019-12-31 | $954k | 3.2k | 293.99 |
2019-09-30 | $709k | 3.3k | 217.35 |
2019-06-30 | $815k | 3.3k | 243.94 |
2019-03-31 | $838k | 3.4k | 247.27 |
2018-12-31 | $640k | 2.6k | 249.22 |
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