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UnitedHealth shares owned by Massachusetts Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Massachusetts Wealth Management from 13F filings

Historical chart of Massachusetts Wealth Management investment in UnitedHealth

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All positions including UnitedHealth held by Massachusetts Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Massachusetts Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $226k 457 494.70
2023-12-31 $372k 707 526.47
2023-09-30 $357k 707 504.19
2023-06-30 $340k 707 480.64
2023-03-31 $216k 457 472.59
2022-12-31 $353k 707 499.19