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
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by LWM Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by LWM Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |