UnitedHealth shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $879k | 2.5k | 350.90 |
| 2020-09-30 | $691k | 2.2k | 311.96 |
| 2020-06-30 | $662k | 2.2k | 295.14 |
| 2020-03-31 | $583k | 2.3k | 249.25 |
| 2019-12-31 | $729k | 2.5k | 294.07 |
| 2019-09-30 | $539k | 2.5k | 217.43 |
| 2019-06-30 | $605k | 2.5k | 244.05 |
| 2019-03-31 | $600k | 2.4k | 247.12 |
| 2018-12-31 | $591k | 2.4k | 249.16 |
| 2018-09-30 | $673k | 2.5k | 265.90 |
| 2018-06-30 | $363k | 1.5k | 245.60 |
| 2018-03-31 | $385k | 2.0k | 195.93 |
| 2017-12-31 | $422k | 1.9k | 220.37 |
| 2017-09-30 | $385k | 2.0k | 195.93 |
| 2017-06-30 | $401k | 2.2k | 185.22 |
| 2017-03-31 | $355k | 2.2k | 163.97 |
| 2016-12-31 | $396k | 2.5k | 160.19 |
| 2016-09-30 | $461k | 3.3k | 140.04 |
| 2016-06-30 | $403k | 2.9k | 141.30 |
| 2016-03-31 | $438k | 3.4k | 128.94 |
| 2015-12-31 | $397k | 3.4k | 117.66 |
More positions owned by SVA Plumb Wealth Management
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