UnitedHealth shares owned by Paces Ferry Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Paces Ferry Wealth Advisors
from 13F filings
Historical chart of Paces Ferry Wealth Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Paces Ferry Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Paces Ferry Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $295k | 561 | 526.47 |
| 2023-09-30 | $278k | 551 | 504.19 |
| 2023-06-30 | $252k | 525 | 480.64 |
| 2023-03-31 | $232k | 491 | 472.59 |
| 2022-12-31 | $232k | 438 | 530.18 |
| 2022-09-30 | $237k | 469 | 505.33 |
| 2022-06-30 | $240k | 468 | 512.82 |
| 2022-03-31 | $225k | 441 | 510.20 |
| 2021-12-31 | $222k | 442 | 502.26 |
| 2020-09-30 | $116k | 371 | 312.67 |
More positions owned by Paces Ferry Wealth Advisors
View all positions for Paces Ferry Wealth Advisors