UnitedHealth shares owned by Breakwater Capital Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Breakwater Capital Group
from 13F filings
Historical chart of Breakwater Capital Group investment in UnitedHealth
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All positions including UnitedHealth held by Breakwater Capital Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Breakwater Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 2.5k | 584.68 |
| 2024-06-30 | $1.2M | 2.4k | 509.26 |
| 2024-03-31 | $1.2M | 2.4k | 494.70 |
| 2023-12-31 | $1.3M | 2.4k | 512.99 |
| 2023-09-30 | $1.3M | 2.4k | 531.60 |
| 2023-06-30 | $848k | 1.8k | 480.64 |
| 2023-03-31 | $803k | 1.7k | 472.59 |
| 2022-12-31 | $641k | 1.2k | 530.18 |