UnitedHealth shares owned by Aletheian Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Aletheian Wealth Advisors
from 13F filings
Historical chart of Aletheian Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Aletheian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 2.5k | 494.74 |
| 2023-12-31 | $1.0M | 2.0k | 526.52 |
| 2023-09-30 | $1.0M | 2.0k | 504.24 |
| 2023-06-30 | $1.3M | 2.7k | 480.67 |
| 2023-03-31 | $331k | 701 | 472.72 |
| 2022-12-31 | $325k | 613 | 530.34 |
| 2022-09-30 | $256k | 507 | 504.93 |
| 2022-06-30 | $311k | 606 | 513.20 |
| 2022-03-31 | $259k | 507 | 510.85 |
| 2021-12-31 | $214k | 426 | 502.35 |