UnitedHealth shares owned by ERTS Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by ERTS Wealth Advisors
from 13F filings
Historical chart of ERTS Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by ERTS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $219k | 442 | 494.70 |
| 2023-12-31 | $233k | 442 | 526.47 |
| 2023-09-30 | $225k | 446 | 504.19 |
| 2023-06-30 | $237k | 493 | 480.64 |
| 2023-03-31 | $216k | 458 | 472.59 |
| 2022-12-31 | $306k | 578 | 530.18 |
| 2022-09-30 | $308k | 609 | 505.75 |
| 2022-06-30 | $313k | 609 | 513.96 |
| 2022-03-31 | $309k | 606 | 509.90 |
| 2021-12-31 | $358k | 712 | 502.81 |
| 2021-09-30 | $278k | 712 | 390.45 |
| 2021-06-30 | $301k | 752 | 400.27 |
| 2021-03-31 | $282k | 758 | 372.03 |
| 2020-12-31 | $258k | 736 | 350.54 |
| 2020-09-30 | $228k | 731 | 311.90 |
| 2020-06-30 | $303k | 1.0k | 295.32 |
| 2020-03-31 | $276k | 1.1k | 249.77 |
| 2019-12-31 | $182k | 730 | 249.32 |
| 2019-09-30 | $264k | 1.2k | 216.93 |
| 2019-06-30 | $297k | 1.2k | 244.04 |
| 2019-03-31 | $263k | 1.1k | 246.95 |
| 2018-12-31 | $182k | 730 | 249.32 |