UnitedHealth shares owned by Circle Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $3.0M | 5.7k | 526.43 |
2023-09-30 | $2.8M | 5.6k | 504.15 |
2023-06-30 | $2.1M | 4.5k | 480.60 |
2023-03-31 | $2.1M | 4.5k | 472.55 |
2022-12-31 | $2.4M | 4.5k | 530.13 |
2022-09-30 | $2.3M | 4.6k | 505.06 |
2022-06-30 | $2.6M | 5.1k | 513.53 |
2022-03-31 | $2.6M | 5.1k | 509.93 |
2021-12-31 | $2.6M | 5.3k | 502.19 |
2021-09-30 | $2.1M | 5.3k | 390.68 |
2021-06-30 | $2.1M | 5.3k | 400.46 |
2021-03-31 | $1.8M | 4.9k | 372.11 |
2020-12-31 | $1.7M | 4.8k | 350.58 |
2020-09-30 | $1.4M | 4.5k | 311.73 |
2020-06-30 | $1.3M | 4.3k | 295.02 |
2020-03-31 | $380k | 1.5k | 249.18 |
2019-12-31 | $433k | 1.5k | 294.16 |
2019-09-30 | $352k | 1.6k | 217.15 |
2019-06-30 | $399k | 1.6k | 243.74 |
2019-03-31 | $235k | 950 | 247.37 |
2018-12-31 | $246k | 989 | 248.74 |
2018-09-30 | $400k | 1.5k | 266.31 |
2018-06-30 | $370k | 1.5k | 245.20 |
2018-03-31 | $319k | 1.5k | 214.09 |
2017-12-31 | $327k | 1.5k | 220.20 |
2017-09-30 | $288k | 1.5k | 196.05 |
2017-06-30 | $259k | 1.4k | 185.13 |
2017-03-31 | $218k | 1.3k | 164.28 |
2016-12-31 | $212k | 1.3k | 160.36 |