UnitedHealth shares owned by Cassady Schiller Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Cassady Schiller Wealth Management
from 13F filings
Historical chart of Cassady Schiller Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $117k | 232 | 505.86 |
| 2024-09-30 | $122k | 209 | 584.68 |
| 2024-06-30 | $106k | 209 | 509.26 |
| 2024-03-31 | $108k | 219 | 494.70 |
| 2023-12-31 | $115k | 219 | 526.47 |
| 2023-09-30 | $110k | 219 | 504.19 |
| 2023-06-30 | $82k | 170 | 480.64 |
| 2023-03-31 | $58k | 123 | 472.59 |
| 2022-12-31 | $71k | 133 | 530.18 |
| 2021-12-31 | $55k | 110 | 500.00 |
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