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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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Quarterly reported holdings in UnitedHealth by Heritage Wealth Management

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