UnitedHealth shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Dougherty Wealth Advisers 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 |
---|---|---|---|
2024-03-31 | $256k | 518 | 494.70 |
2023-12-31 | $273k | 518 | 526.47 |
2023-09-30 | $261k | 518 | 504.19 |
2023-06-30 | $249k | 518 | 480.64 |
2023-03-31 | $270k | 571 | 472.59 |
2022-12-31 | $303k | 571 | 530.18 |
2022-09-30 | $288k | 571 | 504.38 |
2022-06-30 | $293k | 571 | 513.13 |
2022-03-31 | $291k | 571 | 509.63 |
2021-12-31 | $287k | 571 | 502.63 |
2021-09-30 | $223k | 571 | 390.54 |
2021-06-30 | $229k | 571 | 401.05 |
2021-03-31 | $212k | 571 | 371.28 |
2020-12-31 | $200k | 571 | 350.26 |
2020-09-30 | $178k | 571 | 311.73 |
2020-06-30 | $168k | 571 | 294.22 |
2020-03-31 | $142k | 571 | 248.69 |
2019-12-31 | $168k | 571 | 294.22 |
2019-09-30 | $124k | 571 | 217.16 |
2019-06-30 | $225k | 921 | 244.30 |
2019-03-31 | $141k | 571 | 246.94 |
2018-12-31 | $154k | 571 | 269.70 |