UnitedHealth shares owned by Taylor & Morgan Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Taylor & Morgan Wealth Management
from 13F filings
Historical chart of Taylor & Morgan Wealth Management investment in UnitedHealth
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All positions including UnitedHealth held by Taylor & Morgan Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $438k | 749 | 585.03 |
2024-06-30 | $394k | 773 | 509.27 |
2024-03-31 | $382k | 773 | 494.38 |
2023-12-31 | $407k | 772 | 526.51 |
2023-09-30 | $402k | 798 | 503.97 |
2023-06-30 | $419k | 872 | 480.75 |
2023-03-31 | $436k | 922 | 472.46 |
2022-12-31 | $489k | 921 | 530.38 |
2022-09-30 | $369k | 731 | 504.79 |
2022-06-30 | $375k | 731 | 513.00 |
2022-03-31 | $373k | 731 | 510.26 |
2021-12-31 | $367k | 731 | 502.05 |
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