UnitedHealth shares owned by Wells Trecaso Financial Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wells Trecaso Financial Group
from 13F filings
Historical chart of Wells Trecaso Financial Group investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Wells Trecaso Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Wells Trecaso Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $202k | 409 | 494.70 |
| 2021-12-31 | $264k | 525 | 502.22 |
| 2021-09-30 | $203k | 525 | 386.67 |
More positions owned by Wells Trecaso Financial Group
Home Depot (HD)
View all positions for Wells Trecaso Financial Group