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Bromfield Sneider Wealth Advisors

SEC CIK
0001891795
Latest filing
Apr 10, 2024

UNH holding history

UnitedHealth Group Inc in every 13F filed by Bromfield Sneider Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q1 2024 holdings

Shares (Q1 2024)
83
Value
$41.1K
% of portfolio
<0.1%
Quarters held
9
Since Q1 2022
Holdings of UNH by Bromfield Sneider Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202483$41.1K<0.1%00.0%UnchangedHolders
Q4 202383$43.7K<0.1%00.0%UnchangedHolders
Q3 202383$41.8K<0.1%−22−21.0%ReducedHolders
Q2 2023105$50.5K<0.1%00.0%UnchangedHolders
Q1 2023105$49.6K<0.1%00.0%UnchangedHolders
Q4 2022105$55.7K0.1%00.0%UnchangedHolders
Q3 2022105$53.0K0.1%00.0%UnchangedHolders
Q2 2022105$54.0K0.1%00.0%UnchangedHolders
Q1 2022105$54.0K0.1%+105NewHolders