UnitedHealth shares owned by Dogwood Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Dogwood Wealth Management
from 13F filings
Historical chart of Dogwood Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Dogwood 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 Dogwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31k | 89 | 345.30 |
| 2025-06-30 | $433k | 1.4k | 307.60 |
| 2025-03-31 | $720k | 1.4k | 523.67 |
| 2024-12-31 | $615k | 1.2k | 505.92 |
| 2024-09-30 | $499k | 854 | 584.80 |
| 2024-06-30 | $411k | 808 | 509.21 |
| 2024-03-31 | $311k | 629 | 494.90 |
| 2023-12-31 | $275k | 522 | 526.61 |