UnitedHealth shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.0M | 3.3k | 311.97 |
| 2025-03-31 | $1.4M | 2.8k | 523.75 |
| 2024-12-31 | $1.4M | 2.8k | 505.86 |
| 2024-09-30 | $1.7M | 2.8k | 584.68 |
| 2024-06-30 | $1.5M | 2.9k | 509.26 |
| 2024-03-31 | $1.6M | 3.2k | 494.70 |
| 2023-12-31 | $1.8M | 3.4k | 526.47 |
| 2023-09-30 | $1.8M | 3.5k | 504.19 |
| 2023-06-30 | $1.7M | 3.5k | 480.64 |
| 2023-03-31 | $1.7M | 3.5k | 472.59 |
| 2022-12-31 | $1.9M | 3.5k | 530.18 |
| 2022-09-30 | $1.9M | 3.7k | 504.97 |
| 2022-06-30 | $2.0M | 3.9k | 513.53 |
| 2022-03-31 | $2.1M | 4.2k | 509.98 |
| 2021-12-31 | $2.2M | 4.5k | 502.23 |
| 2021-09-30 | $1.7M | 4.4k | 390.65 |
| 2021-06-30 | $1.8M | 4.4k | 400.50 |
| 2021-03-31 | $1.7M | 4.6k | 372.00 |
| 2020-12-31 | $1.8M | 5.0k | 350.69 |
| 2020-09-30 | $1.8M | 5.9k | 311.69 |
| 2020-06-30 | $1.5M | 5.1k | 294.93 |
| 2020-03-31 | $1.3M | 5.2k | 249.38 |
| 2019-12-31 | $1.6M | 5.5k | 294.00 |
| 2019-09-30 | $1.2M | 5.5k | 217.39 |
| 2019-06-30 | $1.4M | 5.5k | 246.41 |
| 2019-03-31 | $1.3M | 5.2k | 247.20 |
More positions owned by Keudell/Morrison Wealth Management
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