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UnitedHealth shares owned by Sowell Financial Services

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sowell Financial Services from 13F filings

Historical chart of Sowell Financial Services investment in UnitedHealth

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All positions including UnitedHealth held by Sowell Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Sowell Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.4M 13k 494.67
2023-12-31 $7.1M 13k 526.47
2023-09-30 $6.2M 12k 504.19
2023-06-30 $7.2M 15k 480.65
2023-03-31 $4.1M 8.8k 472.64
2022-12-31 $7.0M 13k 530.13
2022-09-30 $7.0M 14k 505.05
2022-06-30 $8.3M 16k 513.65
2021-12-31 $7.0M 14k 502.10
2021-09-30 $5.1M 13k 390.73
2021-06-30 $5.1M 13k 400.45
2021-03-31 $6.5M 16k 414.93
2020-12-31 $5.5M 16k 350.69
2020-09-30 $4.5M 15k 311.76
2020-06-30 $4.2M 14k 294.94
2020-03-31 $5.2M 21k 249.38
2019-12-31 $5.6M 19k 293.97
2019-09-30 $3.4M 16k 217.33
2019-03-31 $2.5M 10k 247.28
2018-12-31 $2.4M 9.7k 249.13
2018-09-30 $2.8M 10k 266.04
2018-06-30 $2.4M 9.2k 260.86
2018-03-31 $2.2M 9.5k 233.41
2017-12-31 $2.5M 10k 243.21
2017-09-30 $1.5M 7.1k 209.54
2017-06-30 $1.0M 5.4k 194.90
2017-03-31 $716k 4.1k 175.66
2016-12-31 $236k 1.4k 162.98