UnitedHealth shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Kellett Schaffner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 2.1k | 584.68 |
| 2024-06-30 | $947k | 1.9k | 509.26 |
| 2024-03-31 | $920k | 1.9k | 494.70 |
| 2023-12-31 | $979k | 1.9k | 526.47 |
| 2023-09-30 | $887k | 1.8k | 504.19 |
| 2023-06-30 | $846k | 1.8k | 480.64 |
| 2023-03-31 | $832k | 1.8k | 472.59 |
| 2022-12-31 | $933k | 1.8k | 530.18 |
| 2022-09-30 | $977k | 1.8k | 555.11 |
| 2022-06-30 | $904k | 1.8k | 513.64 |
| 2022-03-31 | $898k | 1.8k | 510.23 |
| 2021-12-31 | $989k | 2.0k | 502.03 |
More positions owned by Kellett Schaffner Wealth Advisors
View all positions for Kellett Schaffner Wealth Advisors