UnitedHealth shares owned by BMS Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by BMS Financial Advisors
from 13F filings
Historical chart of BMS Financial Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by BMS Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $592k | 1.2k | 480.64 |
2023-03-31 | $804k | 1.7k | 472.59 |
2022-12-31 | $818k | 1.5k | 530.18 |
2022-09-30 | $783k | 1.6k | 505.16 |
2022-06-30 | $674k | 1.3k | 513.72 |