UnitedHealth shares owned by Bromfield Sneider Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Bromfield Sneider Wealth Advisors
from 13F filings
Historical chart of Bromfield Sneider Wealth Advisors investment in UnitedHealth
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All positions including UnitedHealth held by Bromfield Sneider Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Bromfield Sneider Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $41k | 83 | 494.70 |
| 2023-12-31 | $44k | 83 | 526.47 |
| 2023-09-30 | $42k | 83 | 504.19 |
| 2023-06-30 | $51k | 105 | 480.64 |
| 2023-03-31 | $50k | 105 | 472.59 |
| 2022-12-31 | $56k | 105 | 530.18 |
| 2022-09-30 | $53k | 105 | 504.76 |
| 2022-06-30 | $54k | 105 | 514.29 |
| 2022-03-31 | $54k | 105 | 514.29 |
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