UnitedHealth shares owned by Cherrydale Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Cherrydale Wealth Management
from 13F filings
Historical chart of Cherrydale Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Cherrydale 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 Cherrydale Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $479k | 820 | 584.49 |
| 2024-06-30 | $398k | 782 | 509.09 |
| 2024-03-31 | $344k | 695 | 494.51 |
| 2023-12-31 | $351k | 666 | 526.26 |
| 2023-09-30 | $286k | 568 | 503.96 |
| 2023-06-30 | $288k | 599 | 480.43 |
| 2023-03-31 | $257k | 543 | 472.36 |
| 2022-12-31 | $315k | 595 | 529.94 |
| 2022-09-30 | $263k | 522 | 503.83 |
| 2022-06-30 | $263k | 512 | 513.67 |
| 2022-03-31 | $233k | 458 | 508.73 |
| 2021-12-31 | $212k | 422 | 502.37 |
More positions owned by Cherrydale Wealth Management
View all positions for Cherrydale Wealth Management