UnitedHealth shares owned by PBWM Holdings
Historical chart of PBWM Holdings investment in UnitedHealth
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All positions including UnitedHealth held by PBWM Holdings consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by PBWM Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $1.6M | 3.4k | 472.53 |
| 2022-12-31 | $1.8M | 3.4k | 530.11 |
| 2022-09-30 | $1.7M | 3.3k | 505.09 |
| 2022-06-30 | $1.7M | 3.3k | 513.47 |
| 2022-03-31 | $1.8M | 3.5k | 509.88 |
| 2021-12-31 | $1.8M | 3.5k | 502.13 |
| 2021-09-30 | $1.4M | 3.5k | 390.67 |
| 2021-06-30 | $1.4M | 3.6k | 400.45 |
| 2021-03-31 | $1.2M | 3.4k | 371.87 |
| 2020-12-31 | $1.2M | 3.5k | 350.56 |
| 2020-09-30 | $1.1M | 3.6k | 311.82 |
| 2020-06-30 | $1.1M | 3.6k | 295.00 |
| 2020-03-31 | $1.0M | 4.1k | 249.27 |
| 2019-12-31 | $1.1M | 3.9k | 293.89 |
| 2019-09-30 | $846k | 3.9k | 217.31 |
| 2019-06-30 | $938k | 3.8k | 243.95 |
| 2019-03-31 | $950k | 3.8k | 247.27 |
| 2018-12-31 | $844k | 3.4k | 249.04 |
| 2018-09-30 | $912k | 3.4k | 266.04 |
| 2018-06-30 | $840k | 3.4k | 245.26 |
| 2018-03-31 | $560k | 2.6k | 213.82 |
| 2017-12-31 | $496k | 2.2k | 220.54 |
| 2017-09-30 | $440k | 2.2k | 195.64 |
| 2017-06-30 | $417k | 2.2k | 185.42 |
| 2017-03-31 | $369k | 2.2k | 164.07 |
| 2016-12-31 | $349k | 2.2k | 160.09 |
| 2016-09-30 | $305k | 2.2k | 139.91 |
| 2016-06-30 | $308k | 2.2k | 141.28 |
| 2016-03-31 | $357k | 2.8k | 129.54 |
| 2015-12-31 | $325k | 2.8k | 117.80 |
| 2015-09-30 | $202 | 2 | 101.00 |
| 2015-06-30 | $266k | 2.2k | 122.02 |
| 2015-03-31 | $2.2k | 258 | 8.45 |