UnitedHealth shares owned by Tanglewood Legacy Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Tanglewood Legacy Advisors
from 13F filings
Historical chart of Tanglewood Legacy Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Tanglewood Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $71k | 122 | 584.68 |
| 2024-06-30 | $62k | 122 | 509.26 |
| 2024-03-31 | $60k | 122 | 494.70 |
| 2023-12-31 | $64k | 122 | 526.47 |
| 2023-09-30 | $62k | 122 | 504.19 |
| 2023-06-30 | $59k | 122 | 480.64 |
| 2023-03-31 | $58k | 122 | 472.59 |
| 2022-12-31 | $65k | 122 | 530.18 |
More positions owned by Tanglewood Legacy Advisors
View all positions for Tanglewood Legacy Advisors