UnitedHealth shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 2.2k | 494.79 |
| 2023-12-31 | $1.1M | 2.1k | 526.37 |
| 2023-09-30 | $954k | 1.9k | 504.17 |
| 2023-06-30 | $745k | 1.6k | 480.58 |
| 2023-03-31 | $708k | 1.5k | 472.49 |
| 2022-12-31 | $781k | 1.5k | 530.09 |
| 2022-09-30 | $734k | 1.5k | 505.16 |
| 2022-06-30 | $809k | 1.6k | 513.32 |
| 2022-03-31 | $855k | 1.7k | 507.42 |
| 2021-12-31 | $840k | 1.7k | 501.79 |
| 2021-09-30 | $607k | 1.6k | 390.60 |
| 2021-06-30 | $625k | 1.6k | 400.38 |
| 2021-03-31 | $708k | 1.9k | 371.85 |
| 2020-12-31 | $716k | 2.0k | 350.47 |
| 2020-09-30 | $624k | 2.0k | 311.38 |
| 2020-06-30 | $306k | 1.0k | 294.51 |
| 2020-03-31 | $217k | 873 | 248.57 |
| 2019-12-31 | $1.4M | 4.9k | 293.84 |
| 2019-09-30 | $1.1M | 5.2k | 217.31 |
| 2019-06-30 | $1.3M | 5.3k | 243.92 |
| 2019-03-31 | $1.3M | 5.3k | 247.11 |
| 2018-12-31 | $1.5M | 6.0k | 249.13 |
| 2018-09-30 | $1.7M | 6.3k | 266.04 |
| 2018-06-30 | $1.5M | 6.2k | 245.34 |
| 2018-03-31 | $1.3M | 6.1k | 213.91 |
| 2017-12-31 | $1.3M | 5.8k | 220.35 |
| 2017-09-30 | $1.1M | 5.4k | 195.79 |
| 2017-06-30 | $999k | 5.4k | 185.41 |
| 2017-03-31 | $866k | 5.2k | 165.93 |
| 2016-12-31 | $762k | 4.7k | 162.61 |
| 2016-09-30 | $608k | 4.5k | 134.19 |
| 2016-06-30 | $668k | 4.7k | 141.08 |
| 2016-03-31 | $614k | 4.8k | 128.83 |
More positions owned by TRUE Private Wealth Advisors
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