UnitedHealth shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.6M | 6.1k | 584.66 |
| 2024-06-30 | $2.5M | 5.0k | 509.23 |
| 2024-03-31 | $2.3M | 4.7k | 494.73 |
| 2023-12-31 | $2.4M | 4.6k | 526.50 |
| 2023-09-30 | $2.1M | 4.1k | 504.23 |
| 2023-06-30 | $1.7M | 3.6k | 480.59 |
| 2023-03-31 | $1.6M | 3.3k | 472.59 |
| 2022-12-31 | $1.4M | 2.6k | 530.13 |
| 2022-09-30 | $1.3M | 2.5k | 504.83 |
| 2022-06-30 | $1.6M | 3.0k | 532.81 |
| 2022-03-31 | $1.5M | 3.0k | 510.04 |
| 2021-12-31 | $1.5M | 3.1k | 502.11 |
More positions owned by Confluence Wealth Services
View all positions for Confluence Wealth Services