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UnitedHealth shares owned by HighMark Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by HighMark Wealth Management from 13F filings

Historical chart of HighMark Wealth Management investment in UnitedHealth

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All positions including UnitedHealth held by HighMark Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by HighMark Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $170k 332 512.79
2023-12-31 $169k 320 526.53
2023-09-30 $161k 319 504.24
2023-06-30 $153k 319 480.67
2023-03-31 $151k 319 472.61
2022-12-31 $9.0k 17 530.35
2022-09-30 $7.0k 13 538.46
2022-06-30 $7.0k 13 538.46
2022-03-31 $23k 45 511.11
2021-12-31 $23k 46 500.00
2021-09-30 $18k 46 391.30
2021-06-30 $22k 67 328.36
2021-03-31 $25k 68 367.65
2020-12-31 $19k 55 345.45
2020-09-30 $11k 34 323.53
2020-06-30 $10k 34 294.12
2020-03-31 $3.2k 13 249.38
2019-12-31 $5.0k 19 263.16