UnitedHealth shares owned by Wealthstream Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wealthstream Advisors
from 13F filings
Historical chart of Wealthstream Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Wealthstream Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $878k | 1.8k | 494.78 |
| 2023-12-31 | $1.2M | 2.3k | 526.53 |
| 2023-09-30 | $909k | 1.8k | 504.31 |
| 2023-06-30 | $639k | 1.3k | 480.80 |
| 2023-03-31 | $265k | 561 | 472.32 |
| 2022-12-31 | $263k | 496 | 529.84 |
| 2022-09-30 | $242k | 479 | 505.22 |
| 2022-06-30 | $232k | 452 | 513.27 |
| 2022-03-31 | $221k | 433 | 510.39 |