UnitedHealth shares owned by Baystate Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Baystate Wealth Management
from 13F filings
Historical chart of Baystate Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Baystate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $715k | 1.4k | 526.82 |
| 2023-09-30 | $678k | 1.3k | 504.30 |
| 2023-06-30 | $3.8M | 7.9k | 480.63 |
| 2023-03-31 | $638k | 1.3k | 472.66 |
| 2022-12-31 | $685k | 1.3k | 530.19 |
| 2022-09-30 | $633k | 1.3k | 505.59 |
| 2022-06-30 | $642k | 1.2k | 514.01 |
| 2022-03-31 | $420k | 823 | 510.33 |
| 2021-12-31 | $415k | 826 | 502.42 |
| 2021-09-30 | $309k | 789 | 391.64 |
| 2021-06-30 | $301k | 752 | 400.27 |
| 2021-03-31 | $277k | 744 | 372.31 |
| 2020-12-31 | $260k | 741 | 350.88 |
| 2020-09-30 | $199k | 640 | 310.94 |
| 2020-06-30 | $173k | 586 | 295.22 |
| 2020-03-31 | $114k | 457 | 249.45 |
| 2019-12-31 | $126k | 429 | 293.71 |
| 2019-09-30 | $96k | 443 | 216.70 |
| 2019-06-30 | $116k | 475 | 244.21 |
| 2019-03-31 | $144k | 624 | 230.77 |
| 2018-12-31 | $162k | 608 | 266.45 |
| 2018-09-30 | $124k | 471 | 263.27 |
| 2018-06-30 | $120k | 470 | 255.32 |
| 2018-03-31 | $100k | 425 | 235.29 |
| 2017-12-31 | $186k | 762 | 244.09 |
| 2017-09-30 | $91k | 462 | 196.97 |
| 2017-06-30 | $78k | 421 | 185.27 |
| 2017-03-31 | $69k | 419 | 164.68 |
| 2016-12-31 | $65k | 402 | 161.69 |
More positions owned by Baystate Wealth Management
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