UnitedHealth shares owned by Private Wealth Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Private Wealth Partners
from 13F filings
Historical chart of Private Wealth Partners investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $246k | 466 | 526.80 |
| 2023-09-30 | $235k | 466 | 504.36 |
| 2023-06-30 | $224k | 466 | 480.65 |
| 2023-03-31 | $220k | 466 | 472.44 |