LIBERTY WEALTH MANAGEMENT LLC's ownership history for UNH


LIBERTY WEALTH MANAGEMENT LLC currently holds 585 shares with a market value of $201.8K. It started holding UNH on 2024-09-30. At its peak, it held 20.7K shares on 2025-03-31. Its highest holding value was $497.0K on 2024-09-30. At its lowest, it held 585 shares on 2025-09-30, with a value of $201.8K on 2025-09-30. In the recent 180 days, LIBERTY WEALTH MANAGEMENT LLC has decreased its shares by 20.1K. In the recent year, LIBERTY WEALTH MANAGEMENT LLC has decreased its shares by 264.


LIBERTY WEALTH MANAGEMENT LLC's ownership history for UNH