UnitedHealth shares owned by Global Wealth Management Investment Advisory
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Global Wealth Management Investment Advisory
from 13F filings
Historical chart of Global Wealth Management Investment Advisory investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Global Wealth Management Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $70k | 133 | 526.47 |
| 2023-09-30 | $77k | 153 | 504.19 |
| 2023-06-30 | $74k | 153 | 480.64 |
| 2022-06-30 | $20k | 39 | 512.82 |
| 2022-03-31 | $15k | 30 | 500.00 |
| 2021-12-31 | $15k | 30 | 500.00 |
| 2021-09-30 | $12k | 30 | 400.00 |
| 2021-06-30 | $12k | 30 | 400.00 |
| 2021-03-31 | $15k | 40 | 375.00 |
| 2020-12-31 | $21k | 61 | 344.26 |
| 2020-09-30 | $25k | 80 | 312.50 |
| 2020-06-30 | $54k | 184 | 293.48 |
| 2020-03-31 | $51k | 204 | 250.00 |
| 2019-12-31 | $54k | 182 | 296.70 |
| 2019-09-30 | $44k | 202 | 217.82 |
| 2019-06-30 | $55k | 226 | 243.36 |
| 2019-03-31 | $57k | 232 | 245.69 |
| 2018-12-31 | $73k | 294 | 248.30 |
More positions owned by Global Wealth Management Investment Advisory
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