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UnitedHealth shares owned by LLBH Private Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by LLBH Private Wealth Management from 13F filings

Historical chart of LLBH Private Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by LLBH Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $523k 993 526.34
2023-09-30 $491k 973 504.39
2023-06-30 $521k 1.1k 472.40
2023-03-31 $521k 1.1k 472.40
2022-12-31 $584k 1.1k 530.27
2022-09-30 $581k 1.2k 504.78
2022-06-30 $629k 1.2k 513.47
2022-03-31 $430k 844 509.48
2021-12-31 $718k 1.4k 502.10
2021-09-30 $557k 1.4k 390.88
2021-06-30 $338k 843 400.95
2021-03-31 $302k 811 372.38
2018-12-31 $438k 1.8k 249.15
2018-09-30 $468k 1.8k 266.21
2018-06-30 $431k 1.8k 245.30
2018-03-31 $355k 1.7k 214.24
2017-12-31 $366k 1.7k 220.88
2017-09-30 $315k 1.6k 196.02
2017-06-30 $298k 1.6k 185.44