UnitedHealth shares owned by Halpern Financial
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $69k | 150 | 459.74 |
| 2023-12-31 | $100k | 185 | 542.03 |
| 2023-09-30 | $109k | 216 | 504.19 |
| 2023-06-30 | $61k | 127 | 480.64 |
| 2023-03-31 | $47k | 100 | 472.59 |
| 2022-12-31 | $53k | 100 | 530.18 |
| 2022-09-30 | $51k | 100 | 505.04 |
| 2022-06-30 | $63k | 122 | 513.63 |
| 2022-03-31 | $64k | 125 | 509.97 |
| 2021-12-31 | $99k | 198 | 502.14 |
| 2021-09-30 | $29k | 73 | 390.74 |
| 2021-06-30 | $29k | 73 | 400.44 |
| 2021-03-31 | $27k | 73 | 372.07 |
| 2020-12-31 | $28k | 79 | 350.68 |
| 2020-09-30 | $25k | 79 | 311.77 |
| 2020-06-30 | $23k | 79 | 294.95 |
| 2020-03-31 | $9.7k | 39 | 249.38 |
| 2019-12-31 | $12k | 39 | 293.97 |