UnitedHealth shares owned by Fiduciary Planning
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Fiduciary Planning
from 13F filings
Historical chart of Fiduciary Planning investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Fiduciary Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $208k | 421 | 494.79 |
| 2023-12-31 | $251k | 476 | 526.82 |
| 2023-09-30 | $780k | 1.5k | 504.19 |
| 2023-06-30 | $1.1M | 2.2k | 480.58 |
| 2023-03-31 | $1.0M | 2.2k | 472.53 |
| 2022-12-31 | $1.1M | 2.2k | 530.23 |
| 2022-09-30 | $1.1M | 2.2k | 504.90 |
| 2022-06-30 | $1.2M | 2.3k | 513.91 |
| 2022-03-31 | $1.1M | 2.2k | 510.12 |
| 2021-12-31 | $1.0M | 2.0k | 502.00 |
| 2021-09-30 | $806k | 2.1k | 390.88 |
| 2021-06-30 | $447k | 1.1k | 400.18 |