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UnitedHealth shares owned by Sonoma Private Wealth

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

Historical chart of Sonoma Private Wealth investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Sonoma Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $818k 1.7k 494.70
2023-12-31 $809k 1.5k 526.47
2023-09-30 $852k 1.7k 504.19
2023-06-30 $854k 1.8k 480.64
2023-03-31 $848k 1.8k 472.59
2022-12-31 $955k 1.8k 530.21