UnitedHealth shares owned by O'Brien Wealth Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by O'Brien Wealth Partners
from 13F filings
Historical chart of O'Brien Wealth Partners investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by O'Brien Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $25k | 50 | 505.86 |
| 2024-09-30 | $29k | 50 | 584.68 |
| 2024-06-30 | $29k | 57 | 509.26 |
| 2024-03-31 | $32k | 64 | 494.70 |
| 2023-12-31 | $41k | 78 | 526.47 |
| 2023-09-30 | $29k | 57 | 504.19 |
| 2023-06-30 | $27k | 57 | 480.63 |
| 2023-03-31 | $37k | 78 | 472.59 |
| 2022-12-31 | $56k | 105 | 530.18 |
| 2022-09-30 | $123k | 243 | 506.17 |
| 2022-06-30 | $121k | 236 | 512.71 |
| 2022-03-31 | $92k | 189 | 486.77 |
| 2021-12-31 | $42k | 86 | 488.37 |
| 2021-09-30 | $9.0k | 22 | 409.09 |