UnitedHealth shares owned by One Charles Private Wealth Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by One Charles Private Wealth Services
from 13F filings
Historical chart of One Charles Private Wealth Services investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by One Charles Private Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by One Charles Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $308k | 584 | 526.47 |
| 2023-09-30 | $294k | 584 | 504.19 |
| 2023-06-30 | $276k | 574 | 480.64 |
| 2023-03-31 | $271k | 574 | 472.59 |
| 2022-12-31 | $306k | 577 | 530.18 |
| 2022-09-30 | $293k | 580 | 505.17 |
| 2022-06-30 | $289k | 577 | 500.87 |
| 2022-03-31 | $353k | 693 | 509.38 |
| 2021-12-31 | $346k | 689 | 502.18 |
| 2021-09-30 | $262k | 670 | 391.04 |
| 2021-06-30 | $268k | 670 | 400.00 |
More positions owned by One Charles Private Wealth Services
View all positions for One Charles Private Wealth Services