UnitedHealth shares owned by Caliber Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Caliber Wealth Management
from 13F filings
Historical chart of Caliber Wealth Management investment in UnitedHealth
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All positions including UnitedHealth held by Caliber Wealth Management 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 |
---|---|---|---|
2024-03-31 | $2.6M | 5.3k | 494.67 |
2023-12-31 | $2.7M | 5.1k | 526.51 |
2023-09-30 | $2.6M | 5.1k | 504.15 |
2023-06-30 | $2.4M | 4.9k | 480.64 |
2023-03-31 | $2.3M | 4.9k | 472.59 |
2022-12-31 | $2.4M | 4.6k | 530.18 |
2022-09-30 | $2.3M | 4.6k | 504.94 |
2022-06-30 | $2.3M | 4.4k | 513.69 |
2022-03-31 | $1.5M | 3.0k | 510.12 |
2021-12-31 | $1.3M | 2.7k | 468.82 |
2020-12-31 | $891k | 2.5k | 350.51 |