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UnitedHealth shares owned by Accurate Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Accurate Wealth Management from 13F filings

Historical chart of Accurate Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 7.1k 501.15
2023-12-31 $3.8M 7.1k 539.70
2023-09-30 $3.9M 7.2k 536.71
2023-06-30 $1.4M 3.0k 477.40
2023-03-31 $1.5M 2.8k 515.10
2022-12-31 $2.5M 5.1k 486.01
2022-09-30 $906k 1.7k 520.99
2022-06-30 $603k 1.2k 514.07
2022-03-31 $603k 1.2k 509.72
2021-12-31 $236k 478 493.72