UnitedHealth shares owned by Heritage Way Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Heritage Way Advisors
from 13F filings
Historical chart of Heritage Way Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Heritage Way Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Heritage Way Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $3.5M | 7.0k | 502.13 |
| 2021-09-30 | $2.8M | 7.2k | 390.68 |
| 2021-06-30 | $2.9M | 7.2k | 400.44 |
| 2021-03-31 | $2.7M | 7.3k | 372.03 |
| 2020-12-31 | $2.6M | 7.3k | 350.74 |
| 2020-09-30 | $2.3M | 7.5k | 311.79 |
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