UnitedHealth shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $2.3M | 4.5k | 504.24 |
2023-06-30 | $2.1M | 4.4k | 480.68 |
2023-03-31 | $2.0M | 4.2k | 472.62 |
2022-12-31 | $1.7M | 3.2k | 530.22 |
2022-09-30 | $1.5M | 3.0k | 505.15 |
2022-06-30 | $1.5M | 2.9k | 513.50 |
2021-06-30 | $6.0k | 15 | 400.00 |