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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

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Cerro Pacific Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Cerro Pacific Wealth Advisors

Quarter filed Position value Share count Share price at filing
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