UnitedHealth shares owned by BDO Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by BDO Wealth Advisors
from 13F filings
Historical chart of BDO Wealth Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by BDO Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in UnitedHealth by BDO Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $2.3M | 4.8k | 480.61 |
2023-03-31 | $1.8M | 3.9k | 472.64 |
2022-12-31 | $2.1M | 3.9k | 530.23 |
2022-09-30 | $2.1M | 4.0k | 513.75 |
2022-06-30 | $2.1M | 4.0k | 513.75 |
2022-03-31 | $2.0M | 4.0k | 510.12 |
2021-12-31 | $2.0M | 4.0k | 502.24 |
2021-09-30 | $1.6M | 4.0k | 390.67 |
2021-06-30 | $1.6M | 4.0k | 400.45 |
2021-03-31 | $1.7M | 4.6k | 372.09 |
2020-12-31 | $1.4M | 4.0k | 350.78 |
2020-09-30 | $1.2M | 3.9k | 311.85 |
2020-06-30 | $1.2M | 3.9k | 295.05 |
2020-03-31 | $973k | 3.9k | 249.42 |
2019-12-31 | $61k | 209 | 291.87 |
2019-09-30 | $75k | 344 | 218.02 |
2019-06-30 | $83k | 339 | 244.84 |
2019-03-31 | $82k | 330 | 248.48 |
2018-12-31 | $207k | 830 | 249.40 |
2018-09-30 | $241k | 905 | 266.30 |
2018-06-30 | $222k | 905 | 245.30 |
2018-03-31 | $108k | 505 | 213.86 |
2017-12-31 | $133k | 605 | 219.83 |
2017-09-30 | $118k | 605 | 195.04 |
2017-06-30 | $121k | 655 | 184.73 |