UnitedHealth shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in UnitedHealth
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All positions including UnitedHealth held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.4M | 2.4k | 584.68 |
2024-06-30 | $1.2M | 2.4k | 488.01 |
More positions owned by Heritage Wealth Management
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