UnitedHealth shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by HHM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $541k | 1.1k | 504.19 |
| 2023-06-30 | $516k | 1.1k | 480.64 |
| 2023-03-31 | $368k | 778 | 472.59 |
| 2022-12-31 | $339k | 640 | 530.18 |
| 2022-09-30 | $319k | 632 | 504.75 |
| 2022-06-30 | $434k | 845 | 513.61 |
| 2022-03-31 | $449k | 880 | 510.23 |
| 2021-12-31 | $440k | 877 | 501.71 |
| 2021-09-30 | $343k | 877 | 391.11 |
| 2021-06-30 | $353k | 881 | 400.68 |
| 2021-03-31 | $328k | 881 | 372.30 |
| 2020-12-31 | $306k | 874 | 350.11 |
| 2020-09-30 | $221k | 708 | 312.15 |
| 2020-06-30 | $211k | 715 | 295.10 |
| 2020-03-31 | $178k | 715 | 248.95 |