UnitedHealth shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.6M | 4.9k | 526.47 |
| 2023-09-30 | $2.1M | 4.2k | 504.15 |
| 2023-06-30 | $1.8M | 3.7k | 480.58 |
| 2023-03-31 | $1.9M | 4.1k | 472.56 |
| 2022-12-31 | $2.0M | 3.8k | 530.18 |
| 2022-09-30 | $1.7M | 3.4k | 504.97 |
| 2022-06-30 | $1.7M | 3.3k | 513.68 |
| 2022-03-31 | $1.9M | 3.8k | 509.91 |
| 2021-12-31 | $1.8M | 3.6k | 502.20 |
| 2021-09-30 | $1.1M | 2.9k | 390.59 |
| 2021-06-30 | $1.1M | 2.7k | 400.59 |
| 2021-03-31 | $870k | 2.3k | 372.11 |
| 2020-12-31 | $782k | 2.2k | 350.52 |
| 2020-09-30 | $616k | 2.0k | 311.58 |
| 2020-06-30 | $587k | 2.0k | 294.68 |
| 2020-03-31 | $300k | 1.2k | 249.79 |
| 2019-12-31 | $313k | 1.1k | 294.17 |
| 2019-09-30 | $262k | 1.2k | 217.61 |
| 2019-06-30 | $315k | 1.3k | 244.19 |
| 2019-03-31 | $265k | 1.1k | 247.20 |
| 2018-12-31 | $215k | 865 | 248.55 |
| 2018-09-30 | $755k | 2.8k | 266.22 |
| 2018-06-30 | $431k | 1.8k | 245.30 |
| 2018-03-31 | $299k | 1.2k | 255.56 |
| 2017-12-31 | $247k | 1.1k | 220.54 |
| 2017-09-30 | $210k | 1.1k | 196.08 |
More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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