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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

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Oakwell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Oakwell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $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