UnitedHealth shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $50M | 94k | 526.47 |
| 2023-09-30 | $50M | 100k | 504.19 |
| 2023-06-30 | $45M | 94k | 480.64 |
| 2023-03-31 | $43M | 92k | 472.59 |
| 2022-12-31 | $46M | 86k | 530.18 |
| 2022-09-30 | $42M | 84k | 505.04 |
| 2022-06-30 | $42M | 82k | 513.62 |
| 2022-03-31 | $34M | 67k | 509.97 |
| 2021-12-31 | $32M | 63k | 502.14 |
| 2021-09-30 | $23M | 59k | 390.74 |
| 2021-06-30 | $23M | 57k | 400.44 |
| 2021-03-31 | $19M | 52k | 372.07 |
| 2020-12-31 | $16M | 47k | 350.68 |
| 2020-09-30 | $13M | 42k | 311.77 |
| 2020-06-30 | $12M | 657 | 18791.48 |
| 2020-03-31 | $4.9M | 20k | 249.38 |
| 2019-12-31 | $4.2M | 14k | 293.97 |
| 2019-09-30 | $2.7M | 12k | 217.29 |
| 2019-06-30 | $2.9M | 12k | 244.01 |
| 2019-03-31 | $2.7M | 11k | 247.25 |
| 2018-12-31 | $2.2M | 8.8k | 249.04 |
| 2018-09-30 | $2.3M | 8.6k | 265.98 |
| 2018-06-30 | $2.0M | 8.1k | 245.03 |
| 2018-03-31 | $1.7M | 7.9k | 214.05 |
| 2017-12-31 | $1.5M | 7.0k | 219.83 |
| 2017-09-30 | $1.3M | 6.6k | 196.18 |
| 2017-06-30 | $1.2M | 6.3k | 185.73 |
| 2017-03-31 | $962k | 5.9k | 163.44 |
| 2016-12-31 | $799k | 5.0k | 159.96 |
| 2016-09-30 | $535k | 3.8k | 139.69 |
| 2016-06-30 | $416k | 3.0k | 140.73 |