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UnitedHealth shares owned by Beaird Harris Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Beaird Harris Wealth Management from 13F filings

Historical chart of Beaird Harris Wealth Management investment in UnitedHealth

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All positions including UnitedHealth held by Beaird Harris Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Beaird Harris Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $87k 165 526.47
2023-09-30 $50k 100 504.19
2023-06-30 $48k 100 480.64
2023-03-31 $47k 100 472.59
2022-12-31 $146k 276 530.18
2022-09-30 $51k 100 510.00
2022-06-30 $51k 100 510.00
2022-03-31 $65k 127 511.81
2021-12-31 $75k 150 500.00