UnitedHealth shares owned by Hefty Wealth Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Hefty Wealth Partners
from 13F filings
Historical chart of Hefty Wealth Partners investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Hefty Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-03-31 | $3.0k | 15 | 200.00 |
| 2017-12-31 | $1.5M | 6.8k | 220.47 |
| 2017-09-30 | $1.3M | 6.6k | 195.82 |
| 2017-06-30 | $1.2M | 6.5k | 185.34 |
| 2017-03-31 | $961k | 5.9k | 163.94 |
| 2016-03-31 | $99k | 774 | 127.91 |
| 2015-12-31 | $863k | 7.3k | 117.51 |