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UnitedHealth shares owned by Financial Planning & Information Services

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Financial Planning & Information Services from 13F filings

Historical chart of Financial Planning & Information Services investment in UnitedHealth

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All positions including UnitedHealth held by Financial Planning & Information Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Financial Planning & Information Services

Quarter filed Position value Share count Share price at filing
2023-09-30 $387k 768 504.34
2023-06-30 $372k 773 480.79
2023-03-31 $365k 773 472.73
2022-12-31 $390k 736 530.35
2022-09-30 $372k 736 505.43
2022-06-30 $378k 736 513.59
2022-03-31 $410k 803 510.59
2021-12-31 $353k 703 502.13
2021-09-30 $255k 653 390.51
2021-06-30 $257k 642 400.31
2021-03-31 $252k 678 371.68
2020-12-31 $225k 642 350.47
2020-09-30 $200k 642 311.53