UnitedHealth shares owned by 4J Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by 4J Wealth Management
from 13F filings
Historical chart of 4J Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by 4J Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by 4J Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $248k | 717 | 345.44 |
| 2025-06-30 | $259k | 829 | 312.08 |
| 2025-03-31 | $440k | 840 | 523.93 |
| 2024-12-31 | $349k | 690 | 506.07 |
| 2024-09-30 | $402k | 688 | 584.37 |
| 2024-06-30 | $350k | 688 | 508.99 |
| 2024-03-31 | $340k | 688 | 494.44 |
| 2023-12-31 | $362k | 688 | 526.46 |
| 2023-09-30 | $345k | 685 | 504.18 |
| 2023-06-30 | $324k | 673 | 480.63 |
| 2023-03-31 | $311k | 658 | 472.77 |
| 2022-12-31 | $349k | 658 | 530.38 |
| 2022-09-30 | $279k | 553 | 504.52 |
| 2022-06-30 | $284k | 553 | 513.56 |
| 2022-03-31 | $265k | 520 | 509.62 |
| 2021-12-31 | $261k | 520 | 501.92 |
| 2021-09-30 | $203k | 520 | 390.38 |
| 2021-06-30 | $208k | 520 | 400.00 |