UnitedHealth shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 2.5k | 584.57 |
| 2024-06-30 | $1.0M | 2.0k | 509.14 |
| 2024-03-31 | $977k | 2.0k | 494.73 |
| 2023-12-31 | $1.1M | 2.0k | 526.41 |
| 2023-09-30 | $990k | 2.0k | 504.05 |
| 2023-06-30 | $885k | 1.8k | 480.68 |
| 2023-03-31 | $852k | 1.8k | 472.54 |
| 2022-12-31 | $958k | 1.8k | 530.45 |
| 2022-09-30 | $928k | 1.8k | 505.17 |
| 2022-06-30 | $1.0M | 2.0k | 513.63 |
| 2022-03-31 | $1.0M | 2.0k | 510.04 |
| 2021-12-31 | $968k | 1.9k | 502.34 |
| 2021-09-30 | $705k | 1.8k | 390.58 |
| 2021-06-30 | $702k | 1.8k | 400.68 |
| 2021-03-31 | $572k | 1.5k | 372.15 |
| 2020-12-31 | $506k | 1.4k | 350.42 |
| 2020-09-30 | $416k | 1.3k | 311.61 |
| 2020-06-30 | $372k | 1.3k | 295.24 |
| 2020-03-31 | $258k | 1.0k | 249.28 |
| 2019-12-31 | $268k | 913 | 293.54 |
| 2019-09-30 | $271k | 1.2k | 217.15 |