Dougherty Wealth Advisers LLC's ownership history for UNH

Dougherty Wealth Advisers LLC currently holds 510 shares with a market value of $168.4K. It started holding UNH on 2024-09-30. At its peak, it held 510 shares on 2024-09-30. Its highest holding value was $298.2K on 2024-09-30. At its lowest, it held 510 shares on 2024-09-30, with a value of $159.1K on 2025-06-30. In the recent 180 days, Dougherty Wealth Advisers LLC has increased its shares by 0. In the recent year, Dougherty Wealth Advisers LLC has increased its shares by 0.