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UnitedHealth shares owned by Traverso Chambers Private Wealth Management

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

Historical chart of Traverso Chambers Private Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Traverso Chambers Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $237k 450 526.54
2023-09-30 $233k 461 504.34
2023-06-30 $215k 447 480.64
2023-03-31 $211k 447 472.59
2022-12-31 $204k 384 530.18

More positions owned by Traverso Chambers Private Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Wisdomtree Tr Us Largecap Divd (DLN)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Russell 2000 Etf (IWM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Traverso Chambers Private Wealth Management

Top funds holding UnitedHealth

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Norges Bank Investment Management
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth