UnitedHealth shares owned by PRW Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by PRW Wealth Management
from 13F filings
Historical chart of PRW Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by PRW Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $478k | 901 | 529.99 |
| 2023-06-30 | $436k | 901 | 484.08 |
| 2023-03-31 | $436k | 885 | 492.09 |
| 2022-12-31 | $469k | 885 | 530.18 |
| 2022-09-30 | $447k | 885 | 505.08 |
| 2022-06-30 | $455k | 885 | 514.12 |
| 2022-03-31 | $451k | 885 | 509.60 |
| 2021-06-30 | $2.6M | 6.5k | 400.49 |
| 2019-03-31 | $81k | 334 | 242.51 |
| 2018-12-31 | $83k | 340 | 244.12 |