UnitedHealth shares owned by Oakwell Private Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Oakwell Private Wealth Management
from 13F filings
Historical chart of Oakwell Private Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Oakwell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $313k | 536 | 584.68 |
| 2024-06-30 | $281k | 551 | 509.26 |
| 2024-03-31 | $273k | 551 | 494.70 |
| 2023-12-31 | $293k | 556 | 526.47 |
| 2023-09-30 | $275k | 545 | 504.19 |
| 2023-06-30 | $262k | 545 | 480.64 |
| 2023-03-31 | $258k | 545 | 472.59 |
| 2022-12-31 | $290k | 547 | 530.18 |
| 2022-09-30 | $295k | 585 | 504.27 |
| 2022-06-30 | $306k | 595 | 514.29 |
| 2022-03-31 | $284k | 557 | 509.87 |
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