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
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Quarterly reported holdings in UnitedHealth by 4J Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |