UnitedHealth shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Blue Bell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $145k | 292 | 495.49 |
| 2023-12-31 | $164k | 311 | 527.10 |
| 2023-09-30 | $131k | 260 | 504.74 |
| 2023-06-30 | $122k | 254 | 480.99 |
| 2023-03-31 | $40k | 85 | 473.07 |
| 2022-12-31 | $32k | 60 | 530.18 |
| 2022-09-30 | $30k | 60 | 500.00 |
| 2022-06-30 | $31k | 60 | 516.67 |
| 2022-03-31 | $30k | 58 | 517.24 |
| 2021-12-31 | $29k | 58 | 500.00 |
More positions owned by Blue Bell Private Wealth Management
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