UnitedHealth shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Burt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.6M | 17k | 494.70 |
| 2023-12-31 | $9.0M | 17k | 526.47 |
| 2023-09-30 | $8.7M | 17k | 504.19 |
| 2023-06-30 | $8.3M | 17k | 480.63 |
| 2023-03-31 | $8.4M | 18k | 472.59 |
| 2022-12-31 | $9.5M | 18k | 530.17 |
| 2022-09-30 | $9.1M | 18k | 505.03 |
| 2022-06-30 | $9.2M | 18k | 513.65 |
| 2022-03-31 | $9.3M | 18k | 509.98 |
| 2021-12-31 | $9.3M | 19k | 502.16 |
| 2021-09-30 | $7.2M | 19k | 390.74 |
| 2021-06-30 | $7.4M | 19k | 400.45 |
| 2021-03-31 | $6.9M | 19k | 372.07 |
| 2020-12-31 | $6.9M | 20k | 350.66 |
| 2020-09-30 | $6.1M | 20k | 311.75 |
| 2020-06-30 | $5.8M | 20k | 294.97 |
| 2020-03-31 | $4.9M | 20k | 249.36 |
| 2019-12-31 | $5.8M | 20k | 293.98 |
| 2019-09-30 | $4.3M | 20k | 217.30 |
| 2019-06-30 | $4.9M | 20k | 244.02 |
| 2019-03-31 | $4.9M | 20k | 247.24 |
| 2018-12-31 | $5.0M | 20k | 249.13 |
| 2018-09-30 | $5.3M | 20k | 266.05 |
| 2018-06-30 | $4.9M | 20k | 245.35 |
| 2018-03-31 | $4.3M | 20k | 213.99 |
| 2017-12-31 | $4.4M | 20k | 220.46 |
| 2017-09-30 | $3.9M | 20k | 195.87 |
| 2017-06-30 | $3.8M | 20k | 185.40 |
| 2017-03-31 | $3.3M | 20k | 164.01 |
| 2016-12-31 | $3.3M | 21k | 160.06 |
| 2016-09-30 | $2.9M | 21k | 140.00 |
| 2016-06-30 | $2.9M | 21k | 141.16 |
| 2016-03-31 | $31k | 21k | 1.49 |
| 2015-12-31 | $2.4M | 21k | 117.61 |
| 2015-09-30 | $2.4M | 22k | 108.83 |
| 2015-06-30 | $2.7M | 22k | 122.00 |
| 2015-03-31 | $2.7M | 23k | 118.29 |
| 2014-12-31 | $2.3M | 23k | 101.13 |