UnitedHealth shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in UnitedHealth
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $355k | 675 | 526.53 |
2023-09-30 | $359k | 712 | 504.23 |
2023-03-31 | $213k | 401 | 530.20 |
2022-12-31 | $213k | 401 | 530.20 |
2022-09-30 | $201k | 397 | 506.30 |
2022-06-30 | $204k | 397 | 513.85 |
2022-03-31 | $251k | 493 | 509.13 |
2021-12-31 | $248k | 493 | 503.04 |
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