UnitedHealth shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $189k | 547 | 345.30 |
| 2025-06-30 | $171k | 547 | 311.97 |
| 2025-03-31 | $335k | 639 | 523.75 |
| 2024-12-31 | $323k | 639 | 505.86 |
| 2024-09-30 | $382k | 654 | 584.68 |
| 2024-06-30 | $360k | 706 | 509.26 |
| 2024-03-31 | $413k | 835 | 494.70 |
| 2023-12-31 | $440k | 835 | 526.47 |
| 2023-09-30 | $433k | 858 | 504.19 |
| 2023-06-30 | $388k | 766 | 505.86 |
| 2023-03-31 | $426k | 865 | 492.28 |
| 2022-12-31 | $531k | 1.1k | 504.75 |
| 2022-09-30 | $531k | 1.1k | 504.75 |
| 2022-06-30 | $540k | 1.1k | 513.80 |
| 2022-03-31 | $554k | 1.1k | 509.66 |
| 2021-12-31 | $490k | 975 | 502.56 |
| 2021-09-30 | $338k | 866 | 390.30 |
| 2021-06-30 | $350k | 875 | 400.00 |
| 2021-03-31 | $326k | 875 | 372.57 |
| 2020-12-31 | $282k | 804 | 350.75 |
| 2019-06-30 | $214k | 879 | 243.46 |
| 2019-03-31 | $217k | 879 | 246.87 |
| 2018-12-31 | $217k | 870 | 249.43 |
| 2018-09-30 | $231k | 870 | 265.52 |
| 2018-06-30 | $213k | 870 | 244.83 |
| 2018-03-31 | $186k | 870 | 213.79 |
| 2017-12-31 | $202k | 870 | 232.18 |
| 2017-09-30 | $198k | 1.0k | 196.04 |
| 2017-06-30 | $210k | 1.1k | 185.68 |
| 2017-03-31 | $166k | 1.0k | 164.36 |
| 2016-12-31 | $162k | 1.0k | 160.40 |