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UnitedHealth shares owned by Endowment Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Endowment Wealth Management from 13F filings

Historical chart of Endowment Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Endowment Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Endowment Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $309k 625 494.94
2023-12-31 $331k 628 526.73
2023-09-30 $322k 639 504.46
2023-06-30 $295k 614 480.68
2023-03-31 $276k 583 472.49
2022-12-31 $310k 584 530.48
2022-09-30 $309k 612 504.90
2022-06-30 $316k 616 512.99
2022-03-31 $305k 597 510.89
2021-12-31 $289k 576 501.74