UnitedHealth shares owned by Cerro Pacific Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Cerro Pacific Wealth Advisors
from 13F filings
Historical chart of Cerro Pacific Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Cerro Pacific Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 2.3k | 509.31 |
| 2024-06-30 | $1.2M | 2.3k | 509.31 |
| 2023-03-31 | $996k | 2.1k | 472.68 |
| 2022-12-31 | $1.1M | 2.0k | 530.14 |
| 2022-09-30 | $848k | 1.7k | 504.76 |
| 2022-06-30 | $679k | 1.3k | 513.62 |
| 2022-03-31 | $720k | 1.4k | 510.28 |
| 2021-12-31 | $655k | 1.3k | 502.30 |
| 2021-09-30 | $501k | 1.3k | 391.10 |
| 2021-06-30 | $671k | 1.7k | 400.60 |
| 2020-12-31 | $755k | 2.2k | 350.67 |
More positions owned by Cerro Pacific Wealth Advisors
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