UnitedHealth shares owned by Crewe Advisors
Historical chart of Crewe Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Crewe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $225k | 650 | 345.36 |
| 2025-06-30 | $214k | 687 | 312.13 |
| 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 |