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UnitedHealth shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in UnitedHealth

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All positions including UnitedHealth held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $28k 47 584.68
2024-03-31 $8.4k 17 494.71
2023-12-31 $9.0k 17 526.47
2023-09-30 $8.6k 17 504.18
2023-06-30 $8.2k 17 480.65
2023-03-31 $8.0k 17 472.59
2022-12-31 $9.0k 17 529.41
2022-09-30 $9.0k 17 529.41