UnitedHealth shares owned by Intercontinental Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Intercontinental Wealth Advisors
from 13F filings
Historical chart of Intercontinental Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Intercontinental Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $610k | 1.3k | 480.64 |
| 2023-03-31 | $600k | 1.3k | 472.59 |
| 2022-12-31 | $657k | 1.2k | 530.18 |
| 2022-09-30 | $626k | 1.2k | 504.84 |
| 2022-06-30 | $674k | 1.3k | 513.33 |
| 2022-03-31 | $635k | 1.2k | 509.63 |
| 2021-12-31 | $449k | 895 | 501.68 |
| 2021-09-30 | $340k | 870 | 390.80 |
| 2021-06-30 | $429k | 1.1k | 400.19 |
| 2021-03-31 | $250k | 671 | 372.58 |
| 2020-12-31 | $242k | 690 | 350.72 |
| 2020-09-30 | $116k | 532 | 218.05 |
| 2020-06-30 | $110k | 452 | 243.36 |
| 2020-03-31 | $112k | 452 | 247.79 |
| 2019-12-31 | $54k | 184 | 293.48 |
| 2019-09-30 | $116k | 532 | 218.05 |
| 2019-06-30 | $110k | 452 | 243.36 |
| 2019-03-31 | $112k | 452 | 247.79 |
| 2018-12-31 | $112k | 451 | 248.34 |
More positions owned by Intercontinental Wealth Advisors
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