UnitedHealth shares owned by Legacy Financial Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Legacy Financial Group
from 13F filings
Historical chart of Legacy Financial Group investment in UnitedHealth
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All positions including UnitedHealth held by Legacy Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Legacy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $326k | 578 | 564.50 |
| 2024-06-30 | $229k | 450 | 509.26 |
| 2024-03-31 | $226k | 457 | 494.70 |
| 2023-09-30 | $236k | 467 | 504.19 |
| 2023-06-30 | $225k | 467 | 480.64 |
| 2023-03-31 | $213k | 450 | 472.59 |
| 2022-12-31 | $239k | 451 | 530.18 |