UnitedHealth shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Schwarz Dygos Wheeler Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Schwarz Dygos Wheeler Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $6.6M | 13k | 509.27 |
| 2024-03-31 | $6.5M | 13k | 494.73 |
| 2023-12-31 | $7.1M | 14k | 526.49 |
| 2023-09-30 | $7.5M | 15k | 504.19 |
| 2023-06-30 | $7.2M | 15k | 480.66 |
| 2023-03-31 | $7.0M | 15k | 472.65 |
| 2022-12-31 | $7.7M | 15k | 530.16 |
| 2022-09-30 | $7.5M | 15k | 505.08 |
| 2022-06-30 | $7.6M | 15k | 513.68 |
| 2022-03-31 | $6.2M | 12k | 510.02 |
| 2021-12-31 | $6.0M | 12k | 502.10 |
| 2021-09-30 | $4.8M | 12k | 390.75 |
| 2021-06-30 | $4.9M | 12k | 400.43 |
| 2021-03-31 | $4.5M | 12k | 372.07 |
| 2020-12-31 | $4.1M | 12k | 350.69 |
| 2020-09-30 | $3.7M | 12k | 311.77 |
| 2020-06-30 | $3.6M | 12k | 299.71 |
| 2020-03-31 | $3.0M | 12k | 249.35 |
| 2019-12-31 | $3.5M | 12k | 293.99 |
| 2019-09-30 | $2.6M | 12k | 217.36 |
| 2019-06-30 | $2.8M | 12k | 244.01 |
| 2019-03-31 | $2.7M | 11k | 247.22 |
| 2018-12-31 | $2.7M | 11k | 249.15 |
More positions owned by Schwarz Dygos Wheeler Investment Advisors
View all positions for Schwarz Dygos Wheeler Investment Advisors