UnitedHealth shares owned by Bordeaux Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Bordeaux Wealth Advisors
from 13F filings
Historical chart of Bordeaux Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Bordeaux Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $933k | 1.6k | 584.68 |
| 2024-06-30 | $641k | 1.3k | 509.26 |
| 2024-03-31 | $617k | 1.2k | 494.70 |
| 2023-12-31 | $945k | 1.8k | 526.51 |
| 2023-09-30 | $757k | 1.5k | 504.22 |
| 2023-06-30 | $604k | 1.3k | 480.64 |
| 2023-03-31 | $586k | 1.2k | 472.59 |
| 2022-12-31 | $615k | 1.2k | 530.18 |
| 2022-09-30 | $647k | 1.3k | 504.68 |
| 2022-06-30 | $578k | 1.1k | 513.78 |
| 2022-03-31 | $356k | 698 | 510.03 |
| 2021-12-31 | $299k | 596 | 501.68 |