UnitedHealth shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $402k | 813 | 494.70 |
| 2023-12-31 | $458k | 869 | 526.47 |
| 2023-09-30 | $422k | 837 | 504.19 |
| 2023-06-30 | $369k | 768 | 480.64 |
| 2023-03-31 | $357k | 756 | 472.59 |
| 2022-12-31 | $366k | 691 | 530.18 |
| 2022-09-30 | $365k | 723 | 504.84 |
| 2022-06-30 | $380k | 740 | 513.51 |
| 2022-03-31 | $347k | 680 | 510.29 |
| 2021-12-31 | $366k | 729 | 502.06 |
| 2021-09-30 | $266k | 686 | 387.76 |