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UnitedHealth shares owned by IAG Wealth Partners

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by IAG Wealth Partners from 13F filings

Historical chart of IAG Wealth Partners investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $65k 131 494.70
2023-12-31 $82k 156 526.47
2023-09-30 $79k 156 504.19
2023-06-30 $75k 156 480.64
2023-03-31 $92k 195 472.59
2022-12-31 $46k 86 530.17
2022-09-30 $22k 44 500.00
2022-06-30 $1.0k 2 500.00
2022-03-31 $2.0k 4 500.00
2020-12-31 $13k 37 351.35
2020-09-30 $12k 37 324.32
2020-06-30 $14k 46 304.35
2020-03-31 $12k 46 260.87
2019-12-31 $3.0k 9 333.33