UnitedHealth shares owned by Phocas Financial
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Phocas Financial
from 13F filings
Historical chart of Phocas Financial investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Phocas Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $228k | 460 | 494.70 |
| 2023-12-31 | $242k | 460 | 526.48 |
| 2023-06-30 | $868k | 1.8k | 480.64 |
| 2023-03-31 | $813k | 1.7k | 472.59 |
| 2022-12-31 | $822k | 1.6k | 530.18 |
| 2022-09-30 | $780k | 1.5k | 504.85 |
| 2022-06-30 | $642k | 1.3k | 513.60 |
| 2022-03-31 | $569k | 1.1k | 510.31 |
| 2016-09-30 | $329k | 2.3k | 140.12 |
| 2013-06-30 | $374k | 5.7k | 65.43 |