UnitedHealth shares owned by Maxwell Wealth Strategies
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Maxwell Wealth Strategies
from 13F filings
Historical chart of Maxwell Wealth Strategies investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Maxwell Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Maxwell Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.0M | 4.0k | 505.86 |
| 2024-09-30 | $2.2M | 3.9k | 567.03 |
| 2024-06-30 | $1.6M | 3.1k | 509.26 |
| 2024-03-31 | $1.5M | 3.1k | 481.65 |
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