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UnitedHealth shares owned by Keystone Wealth Services

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

Historical chart of Keystone Wealth Services investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $326k 557 585.06
2023-12-31 $204k 387 526.50
2023-03-31 $202k 427 472.91
2022-12-31 $228k 430 530.27
2022-09-30 $213k 421 505.94