UnitedHealth shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth Advisors investment in UnitedHealth
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All positions including UnitedHealth held by Pacific Capital Wealth Advisors 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 |
---|---|---|---|
2023-12-31 | $53k | 100 | 526.47 |
2023-03-31 | $214k | 453 | 472.59 |
2022-12-31 | $240k | 453 | 530.18 |
More positions owned by Pacific Capital Wealth Advisors
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