UnitedHealth shares owned by Legend Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Legend Financial Advisors
from 13F filings
Historical chart of Legend Financial Advisors investment in UnitedHealth
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All positions including UnitedHealth held by Legend Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Legend Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $30k | 51 | 584.69 |
| 2024-06-30 | $63k | 124 | 509.26 |
| 2024-03-31 | $66k | 134 | 494.70 |
| 2023-12-31 | $49k | 93 | 526.47 |
| 2023-09-30 | $37k | 73 | 504.19 |
| 2023-06-30 | $65k | 135 | 480.64 |
| 2023-03-31 | $64k | 135 | 472.59 |
| 2022-12-31 | $88k | 166 | 530.19 |
| 2022-09-30 | $37k | 73 | 505.05 |