UnitedHealth shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $353k | 714 | 494.47 |
| 2023-12-31 | $373k | 708 | 526.77 |
| 2023-09-30 | $357k | 708 | 504.30 |
| 2023-06-30 | $340k | 708 | 480.57 |
| 2023-03-31 | $325k | 688 | 472.33 |
| 2022-12-31 | $408k | 769 | 530.45 |
| 2022-09-30 | $460k | 903 | 509.41 |
| 2022-06-30 | $485k | 945 | 513.23 |
| 2022-03-31 | $483k | 927 | 521.04 |