UnitedHealth shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 25k | 584.69 |
| 2024-06-30 | $13M | 25k | 509.25 |
| 2024-03-31 | $12M | 24k | 494.70 |
| 2023-12-31 | $12M | 23k | 526.47 |
| 2023-09-30 | $12M | 23k | 504.19 |
| 2023-06-30 | $11M | 23k | 480.64 |
| 2023-03-31 | $11M | 23k | 472.59 |
| 2022-12-31 | $12M | 22k | 530.17 |
| 2022-09-30 | $11M | 22k | 505.07 |
| 2022-06-30 | $11M | 22k | 513.65 |
| 2022-03-31 | $10M | 20k | 509.94 |
| 2021-12-31 | $10M | 20k | 502.17 |
| 2021-09-30 | $8.0M | 21k | 390.76 |
| 2021-06-30 | $7.3M | 18k | 400.42 |
| 2021-03-31 | $6.7M | 18k | 372.06 |
| 2020-12-31 | $6.2M | 18k | 350.70 |
| 2020-09-30 | $5.5M | 18k | 311.76 |
| 2020-06-30 | $5.8M | 20k | 294.98 |
| 2020-03-31 | $4.9M | 20k | 249.37 |
| 2019-12-31 | $5.0M | 17k | 293.99 |