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UnitedHealth shares owned by Crewe Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Crewe Advisors from 13F filings

Historical chart of Crewe Advisors investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Crewe Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $779k 1.5k 509.26
2024-03-31 $1.0M 2.1k 494.70
2023-06-30 $540k 1.1k 480.64
2023-03-31 $717k 1.5k 472.59
2022-12-31 $813k 1.5k 530.18
2022-09-30 $760k 1.5k 505.32
2022-06-30 $674k 1.3k 513.33
2022-03-31 $457k 897 509.48
2021-12-31 $315k 627 502.39
2021-09-30 $4.0k 10 400.00
2021-06-30 $4.0k 10 400.00
2021-03-31 $7.0k 20 350.00
2020-12-31 $13k 36 361.11
2020-09-30 $24k 78 307.69
2019-06-30 $1.0k 5 200.00
2019-03-31 $1.0k 5 200.00
2018-12-31 $25k 100 250.00
2018-03-31 $3.0k 14 214.29
2017-12-31 $3.0k 14 214.29