UnitedHealth shares owned by Heritage Financial Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in UnitedHealth by Heritage Financial Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $675k | 1.2k | 584.68 |
2024-06-30 | $631k | 1.2k | 509.26 |
2024-03-31 | $659k | 1.3k | 494.70 |
2023-12-31 | $698k | 1.3k | 526.47 |
2023-09-30 | $669k | 1.3k | 504.19 |
2023-06-30 | $637k | 1.3k | 480.64 |
2023-03-31 | $627k | 1.3k | 472.59 |
2022-12-31 | $678k | 1.3k | 530.18 |
2022-09-30 | $573k | 1.1k | 504.40 |
2022-06-30 | $583k | 1.1k | 512.75 |
2022-03-31 | $563k | 1.1k | 509.50 |
2021-12-31 | $569k | 1.1k | 501.32 |
More positions owned by Heritage Financial Services
View all positions for Heritage Financial Services