UnitedHealth shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in UnitedHealth
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All positions including UnitedHealth held by TrueWealth Advisors 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 |
---|---|---|---|
2024-03-31 | $251k | 506 | 495.12 |
2023-12-31 | $453k | 860 | 526.29 |
2023-09-30 | $342k | 678 | 503.91 |