UnitedHealth shares owned by Glassman Wealth Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Glassman Wealth Services
from 13F filings
Historical chart of Glassman Wealth Services investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Glassman Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.3M | 4.4k | 526.48 |
| 2023-09-30 | $2.2M | 4.4k | 504.20 |
| 2023-06-30 | $1.1M | 2.2k | 480.64 |
| 2023-03-31 | $1.1M | 2.3k | 472.59 |
| 2022-12-31 | $2.4M | 4.6k | 530.19 |
| 2022-09-30 | $2.4M | 4.8k | 504.99 |
| 2022-06-30 | $2.4M | 4.7k | 513.70 |
| 2022-03-31 | $1.0M | 2.0k | 509.86 |
| 2021-12-31 | $992k | 2.0k | 502.28 |
| 2021-09-30 | $707k | 1.8k | 390.61 |
| 2021-06-30 | $661k | 1.7k | 400.61 |
| 2021-03-31 | $593k | 1.6k | 371.79 |
| 2020-12-31 | $552k | 1.6k | 350.48 |
| 2020-09-30 | $479k | 1.5k | 311.85 |
| 2020-06-30 | $834k | 2.8k | 295.12 |
| 2020-03-31 | $700k | 2.8k | 249.29 |
| 2019-12-31 | $936k | 3.2k | 294.06 |
| 2019-09-30 | $1.2M | 5.5k | 217.29 |
| 2019-06-30 | $1.6M | 6.4k | 244.07 |
| 2019-03-31 | $2.0M | 8.1k | 247.20 |
| 2018-12-31 | $2.6M | 11k | 249.14 |
| 2018-09-30 | $3.6M | 13k | 266.08 |
| 2018-06-30 | $672k | 2.7k | 245.17 |
| 2018-03-31 | $585k | 2.7k | 213.97 |
| 2017-12-31 | $588k | 2.7k | 220.47 |
| 2017-09-30 | $544k | 2.8k | 195.97 |
| 2017-06-30 | $515k | 2.8k | 185.52 |
| 2017-03-31 | $455k | 2.8k | 164.08 |
| 2016-12-31 | $152k | 947 | 160.51 |
| 2016-09-30 | $106k | 758 | 139.84 |
| 2016-06-30 | $107k | 758 | 141.16 |
| 2016-03-31 | $98k | 758 | 129.29 |
| 2015-12-31 | $89k | 758 | 117.41 |
| 2015-09-30 | $88k | 758 | 116.09 |
| 2015-06-30 | $93k | 758 | 122.00 |