UnitedHealth shares owned by Affiance Financial
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Affiance Financial
from 13F filings
Historical chart of Affiance Financial investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Affiance Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in UnitedHealth by Affiance Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $3.9M | 8.0k | 494.74 |
2023-12-31 | $4.1M | 7.8k | 526.49 |
2023-09-30 | $4.0M | 7.9k | 504.19 |
2023-06-30 | $3.8M | 7.9k | 480.69 |
2023-03-31 | $3.7M | 7.9k | 472.62 |
2022-12-31 | $4.2M | 7.9k | 530.20 |
2022-09-30 | $3.9M | 7.8k | 505.05 |
2022-06-30 | $4.0M | 7.9k | 513.63 |
2022-03-31 | $2.2M | 4.2k | 510.06 |
2021-12-31 | $2.3M | 4.6k | 502.17 |
2021-09-30 | $1.8M | 4.7k | 390.80 |
2021-06-30 | $1.9M | 4.7k | 400.38 |
2021-03-31 | $1.7M | 4.7k | 372.04 |
2020-12-31 | $1.6M | 4.7k | 350.64 |
2020-09-30 | $1.5M | 4.7k | 311.75 |
2020-06-30 | $1.4M | 4.7k | 294.98 |
2020-03-31 | $962k | 3.9k | 249.35 |
2019-12-31 | $1.3M | 4.4k | 293.94 |
2019-09-30 | $883k | 4.1k | 217.27 |
2019-06-30 | $861k | 3.5k | 244.12 |
2019-03-31 | $870k | 3.5k | 247.37 |
2018-12-31 | $876k | 3.5k | 249.08 |
2018-09-30 | $933k | 3.5k | 266.04 |
2018-06-30 | $814k | 3.3k | 245.48 |
2018-03-31 | $688k | 3.2k | 213.93 |
2017-12-31 | $643k | 2.9k | 220.51 |
2017-09-30 | $571k | 2.9k | 195.82 |
2017-06-30 | $541k | 2.9k | 185.53 |
2017-03-31 | $478k | 2.9k | 163.92 |
2016-12-31 | $467k | 2.9k | 160.15 |
2016-09-30 | $408k | 2.9k | 139.92 |
2016-06-30 | $412k | 2.9k | 141.29 |
2016-03-31 | $377k | 2.9k | 129.07 |
2015-12-31 | $344k | 2.9k | 117.77 |
2015-09-30 | $339k | 2.9k | 116.06 |
2015-06-30 | $356k | 2.9k | 121.88 |
2015-03-31 | $320k | 2.7k | 118.26 |
2014-12-31 | $274k | 2.7k | 101.26 |