UnitedHealth shares owned by Heritage Wealth Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Heritage Wealth Partners
from 13F filings
Historical chart of Heritage Wealth Partners investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Heritage Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Heritage Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $893k | 1.8k | 505.76 |
| 2024-09-30 | $1.0M | 1.8k | 584.72 |
| 2024-06-30 | $392k | 769 | 509.41 |
| 2024-03-31 | $900k | 1.7k | 526.34 |
| 2023-12-31 | $900k | 1.7k | 526.34 |
| 2023-09-30 | $933k | 1.9k | 504.10 |
| 2023-06-30 | $764k | 1.6k | 480.55 |
| 2022-12-31 | $991k | 1.8k | 544.21 |