UnitedHealth shares owned by LWM Advisory Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by LWM Advisory Services
from 13F filings
Historical chart of LWM Advisory Services investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by LWM Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $208k | 591 | 352.18 |
| 2025-06-30 | $234k | 751 | 311.97 |
| 2025-03-31 | $365k | 697 | 523.19 |
| 2024-12-31 | $380k | 752 | 504.75 |
| 2024-09-30 | $447k | 764 | 584.68 |
| 2024-03-31 | $372k | 751 | 494.70 |
| 2023-12-31 | $411k | 781 | 526.47 |
| 2023-09-30 | $363k | 707 | 512.78 |
| 2023-06-30 | $324k | 697 | 464.64 |
| 2023-03-31 | $364k | 744 | 488.83 |
| 2022-12-31 | $353k | 714 | 494.57 |
| 2022-09-30 | $824k | 1.6k | 508.01 |
| 2022-06-30 | $751k | 1.5k | 510.54 |
| 2022-03-31 | $794k | 1.5k | 512.92 |
| 2021-12-31 | $839k | 1.7k | 502.09 |