UnitedHealth shares owned by Jackson Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Jackson Wealth Management
from 13F filings
Historical chart of Jackson Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Jackson Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $8.0M | 15k | 526.48 |
2023-09-30 | $7.5M | 15k | 504.20 |
2023-06-30 | $7.1M | 15k | 480.65 |
2022-09-30 | $8.8M | 18k | 505.03 |
2022-06-30 | $4.0M | 7.8k | 513.61 |
2022-03-31 | $9.2M | 18k | 509.97 |
2021-12-31 | $9.8M | 20k | 502.13 |
2021-09-30 | $152k | 19k | 7.84 |
2021-06-30 | $7.8M | 19k | 400.44 |
2021-03-31 | $7.1M | 19k | 372.07 |
2020-12-31 | $5.0M | 14k | 350.66 |
2020-09-30 | $4.1M | 13k | 311.76 |
2020-06-30 | $3.4M | 12k | 294.94 |
2020-03-31 | $3.0M | 10k | 288.43 |