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UnitedHealth shares owned by SkyOak Wealt

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by SkyOak Wealt from 13F filings

Historical chart of SkyOak Wealt investment in UnitedHealth

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All positions including UnitedHealth held by SkyOak Wealt consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by SkyOak Wealt

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 3.3k 494.70
2023-12-31 $1.3M 2.5k 526.47
2023-09-30 $1.2M 2.5k 504.19
2023-06-30 $1.1M 2.2k 480.64
2023-03-31 $986k 2.1k 472.59
2022-12-31 $413k 778 530.18
2022-09-30 $586k 1.2k 504.74
2022-06-30 $383k 746 513.40
2022-03-31 $619k 1.2k 510.31
2021-12-31 $365k 726 502.75
2021-09-30 $311k 796 390.70
2021-06-30 $344k 860 400.00
2021-03-31 $339k 860 394.19
2019-12-31 $645k 2.2k 293.98