UnitedHealth shares owned by My Legacy Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by My Legacy Advisors
from 13F filings
Historical chart of My Legacy Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by My Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.0M | 3.5k | 299.51 |
| 2025-03-31 | $2.5M | 4.7k | 523.75 |
| 2024-12-31 | $2.6M | 4.8k | 543.42 |
| 2024-09-30 | $2.8M | 4.7k | 584.68 |
| 2024-06-30 | $2.8M | 5.4k | 509.26 |
| 2024-03-31 | $2.7M | 5.5k | 494.70 |
| 2023-12-31 | $3.3M | 6.1k | 539.68 |
| 2023-09-30 | $3.2M | 6.0k | 531.63 |
| 2023-06-30 | $2.6M | 5.8k | 447.75 |
| 2023-03-31 | $3.0M | 5.8k | 515.18 |
| 2022-12-31 | $2.8M | 5.8k | 472.02 |
| 2022-09-30 | $3.0M | 5.8k | 513.15 |
| 2022-06-30 | $2.9M | 5.5k | 516.94 |
| 2022-03-31 | $2.6M | 5.0k | 509.89 |