UnitedHealth shares owned by Legacy Trust
Historical chart of Legacy Trust investment in UnitedHealth
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All positions including UnitedHealth held by Legacy Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Legacy Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $523k | 895 | 584.68 |
| 2024-06-30 | $426k | 836 | 509.26 |
| 2024-03-31 | $423k | 854 | 494.70 |
| 2023-12-31 | $450k | 854 | 526.47 |
| 2023-09-30 | $418k | 829 | 504.19 |
| 2023-06-30 | $399k | 829 | 480.64 |
| 2023-03-31 | $392k | 830 | 472.59 |
| 2022-12-31 | $361k | 680 | 530.18 |