UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Dougherty Wealth Advisers LLC's Holding History (CIK: 0001755933)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 510 Value ($000) $168 Avg Close $337.21 Range $302.50 - $378.46
Q3 2025
Shares 510 Value ($000) $176 Avg Close $298.94 Range $231.57 - $357.63
Q2 2025
Shares 510 Value ($000) $159 Avg Close $374.94 Range $243.94 - $594.32
Q1 2025
Shares 510 Value ($000) $267 Avg Close $499.48 Range $427.96 - $540.60
Q4 2024
Shares 510 Value ($000) $258 Avg Close $552.89 Range $464.38 - $613.22
Q3 2024
Shares 510 Value ($000) $298 Avg Close $548.30 Range $469.38 - $588.97
Q2 2024
Shares 538 Value ($000) $274 Avg Close $473.12 Range $420.98 - $509.52
Q1 2024
Shares 518 Value ($000) $256 Avg Close $488.97 Range $449.89 - $527.55
Q4 2023
Shares 518 Value ($000) $273 Avg Close $511.31 Range $481.83 - $533.02
Q3 2023
Shares 518 Value ($000) $261 Avg Close $469.94 Range $426.58 - $492.38
Q2 2023
Shares 518 Value ($000) $249 Avg Close $464.88 Range $423.41 - $503.95
Q1 2023
Shares 571 Value ($000) $270 Avg Close $457.25 Range $434.73 - $497.60
Q4 2022
Shares 571 Value ($000) $303 Avg Close $500.41 Range $460.31 - $526.71
Q3 2022
Shares 571 Value ($000) $288 Avg Close $495.09 Range $463.11 - $520.39
Q2 2022
Shares 571 Value ($000) $293 Avg Close $471.05 Range $423.08 - $518.69
Q1 2022
Shares 571 Value ($000) $291 Avg Close $451.15 Range $416.63 - $489.25
Q4 2021
Shares 571 Value ($000) $287 Avg Close $422.19 Range $356.94 - $475.98
Q3 2021
Shares 571 Value ($000) $223 Avg Close $384.84 Range $363.78 - $400.47
Q2 2021
Shares 571 Value ($000) $229 Avg Close $369.03 Range $333.51 - $394.04
Q1 2021
Shares 571 Value ($000) $212 Avg Close $319.66 Range $295.28 - $351.97
Q4 2020
Shares 571 Value ($000) $200 Avg Close $308.19 Range $275.16 - $337.94
Q3 2020
Shares 571 Value ($000) $178 Avg Close $281.21 Range $262.60 - $296.87
Q2 2020
Shares 571 Value ($000) $168 Avg Close $261.11 Range $205.85 - $287.65
Q1 2020
Shares 571 Value ($000) $142 Avg Close $249.73 Range $170.96 - $278.13
Q4 2019
Shares 571 Value ($000) $168 Avg Close $236.60 Range $191.58 - $272.04
Q3 2019
Shares 571 Value ($000) $124 Avg Close $217.12 Range $192.52 - $241.58
Q2 2019
Shares 921 Value ($000) $225 Avg Close $215.47 Range $186.25 - $227.91
Q1 2019
Shares 571 Value ($000) $141 Avg Close $227.63 Range $209.12 - $242.99
Q4 2018
Shares 571 Value ($000) $154 Avg Close $235.05 Range $206.71 - $256.77