UnitedHealth shares owned by Heirloom Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Heirloom Wealth Management
from 13F filings
Historical chart of Heirloom Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Heirloom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.1M | 10k | 494.70 |
| 2023-12-31 | $5.5M | 11k | 526.47 |
| 2023-09-30 | $5.2M | 10k | 504.19 |
| 2023-06-30 | $4.9M | 10k | 480.64 |
| 2023-03-31 | $4.7M | 9.9k | 472.59 |
More positions owned by Heirloom Wealth Management
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