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UnitedHealth shares owned by Tradition Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Tradition Wealth Management from 13F filings

Historical chart of Tradition Wealth Management investment in UnitedHealth

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All positions including UnitedHealth held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.6M 16k 584.69
2024-06-30 $8.5M 17k 509.27
2024-03-31 $8.2M 17k 494.69
2023-12-31 $8.5M 16k 526.45
2023-09-30 $8.4M 17k 504.18
2023-06-30 $7.8M 16k 480.66
2023-03-31 $7.2M 15k 472.62
2022-12-31 $6.6M 13k 530.18
2022-09-30 $6.8M 14k 505.05
2022-06-30 $6.6M 13k 513.65
2022-03-31 $6.4M 13k 509.92
2021-12-31 $6.2M 12k 502.09
2021-09-30 $4.8M 12k 390.75
2021-06-30 $4.8M 12k 400.45
2021-03-31 $4.0M 11k 372.11
2020-12-31 $3.5M 10k 350.69