UnitedHealth shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Liberty Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $497k | 849 | 585.39 |
| 2024-06-30 | $452k | 5.0k | 91.26 |
| 2024-03-31 | $442k | 882 | 501.13 |
| 2023-12-31 | $470k | 893 | 526.32 |
| 2023-09-30 | $453k | 898 | 504.45 |
| 2023-06-30 | $443k | 923 | 480.43 |
| 2023-03-31 | $468k | 993 | 471.51 |
| 2022-09-30 | $702k | 1.4k | 505.19 |
| 2022-06-30 | $364k | 709 | 513.40 |
| 2022-03-31 | $333k | 657 | 506.85 |
| 2021-12-31 | $373k | 744 | 501.34 |
| 2021-09-30 | $520k | 1.1k | 458.55 |
| 2021-06-30 | $275k | 686 | 400.87 |
| 2021-03-31 | $212k | 636 | 333.33 |
| 2020-12-31 | $212k | 636 | 333.33 |
| 2020-09-30 | $272k | 872 | 311.93 |
| 2020-06-30 | $289k | 980 | 294.90 |
| 2020-03-31 | $259k | 1.0k | 249.04 |
| 2019-12-31 | $307k | 1.0k | 294.34 |
| 2019-09-30 | $220k | 1.0k | 216.96 |
| 2019-06-30 | $227k | 931 | 243.82 |
| 2019-03-31 | $230k | 933 | 246.52 |
| 2018-12-31 | $218k | 878 | 248.29 |