UnitedHealth shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Belpointe Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.3M | 8.7k | 494.73 |
| 2023-09-30 | $3.8M | 7.6k | 504.25 |
| 2023-06-30 | $3.1M | 6.5k | 480.67 |
| 2023-03-31 | $7.2M | 15k | 472.59 |
| 2022-12-31 | $7.1M | 13k | 530.17 |
| 2022-09-30 | $6.1M | 12k | 505.21 |
| 2022-06-30 | $5.5M | 11k | 513.70 |
| 2022-03-31 | $5.8M | 11k | 510.14 |
| 2021-12-31 | $5.6M | 11k | 502.12 |
| 2021-09-30 | $4.5M | 12k | 390.68 |
| 2021-06-30 | $4.6M | 12k | 400.38 |
| 2021-03-31 | $4.0M | 11k | 372.02 |
| 2020-12-31 | $4.1M | 12k | 350.65 |
| 2020-09-30 | $2.3M | 9.1k | 249.42 |
| 2020-06-30 | $3.0M | 10k | 294.93 |
| 2020-03-31 | $2.3M | 9.1k | 249.42 |
| 2019-12-31 | $2.7M | 9.2k | 293.98 |
| 2019-09-30 | $1.6M | 7.2k | 217.39 |
| 2019-06-30 | $1.7M | 7.1k | 243.93 |
| 2019-03-31 | $2.1M | 8.7k | 247.24 |
| 2018-12-31 | $1.6M | 6.5k | 249.16 |
| 2018-09-30 | $2.2M | 8.2k | 266.00 |
| 2018-06-30 | $1.3M | 5.4k | 245.43 |
| 2018-03-31 | $757k | 3.5k | 213.90 |
| 2017-12-31 | $699k | 3.2k | 220.37 |
| 2017-09-30 | $545k | 2.8k | 195.90 |
More positions owned by Belpointe Asset Management
View all positions for Belpointe Asset Management