UnitedHealth shares owned by CB^T Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by CB^T Wealth Management
from 13F filings
Historical chart of CB^T Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by CB^T Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by CB^T Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 2.2k | 584.68 |
| 2024-06-30 | $1.6M | 3.1k | 509.26 |
| 2024-03-31 | $1.1M | 2.3k | 494.70 |
| 2023-12-31 | $1.3M | 2.6k | 526.47 |
| 2023-09-30 | $1.2M | 2.5k | 504.19 |
| 2023-06-30 | $1.3M | 2.8k | 480.64 |
| 2023-03-31 | $1.6M | 3.4k | 472.59 |
| 2022-12-31 | $2.0M | 3.7k | 530.09 |
| 2022-09-30 | $1.8M | 3.6k | 505.03 |
| 2022-06-30 | $1.9M | 3.6k | 513.59 |
| 2022-03-31 | $1.5M | 2.9k | 510.05 |
| 2021-12-31 | $346k | 689 | 502.18 |
| 2021-09-30 | $233k | 597 | 390.28 |
| 2021-06-30 | $286k | 714 | 400.56 |
| 2021-03-31 | $275k | 739 | 372.12 |
| 2020-12-31 | $340k | 970 | 350.52 |
| 2020-09-30 | $242k | 775 | 312.26 |
| 2019-12-31 | $258k | 877 | 294.18 |
| 2019-06-30 | $214k | 877 | 244.01 |
| 2019-03-31 | $217k | 877 | 247.43 |
| 2018-12-31 | $218k | 877 | 248.57 |
| 2018-06-30 | $215k | 877 | 245.15 |
| 2017-09-30 | $234k | 1.2k | 195.65 |