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UnitedHealth shares owned by Laurel Wealth Planning

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

Historical chart of Laurel Wealth Planning investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Laurel Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $270k 545 495.41
2023-12-31 $287k 545 526.61
2023-09-30 $275k 545 504.59
2023-06-30 $524k 1.1k 480.73
2023-03-31 $515k 1.1k 472.48
2022-12-31 $578k 1.1k 530.18
2022-09-30 $579k 1.1k 504.80
2022-06-30 $593k 1.2k 513.42
2022-03-31 $585k 1.1k 510.03
2021-12-31 $752k 1.5k 502.34
2021-09-30 $647k 1.7k 390.46
2021-06-30 $63k 157 401.27
2021-03-31 $21k 57 368.42
2020-12-31 $20k 57 350.88