UnitedHealth shares owned by Alliance Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Alliance Wealth Advisors
from 13F filings
Historical chart of Alliance Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Alliance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $320k | 633 | 505.86 |
| 2024-09-30 | $370k | 633 | 584.68 |
| 2024-06-30 | $294k | 578 | 509.26 |
| 2024-03-31 | $337k | 681 | 494.70 |
| 2023-12-31 | $392k | 744 | 526.47 |
| 2023-09-30 | $375k | 744 | 504.19 |
| 2023-06-30 | $361k | 750 | 480.64 |
| 2023-03-31 | $353k | 747 | 472.59 |
| 2022-12-31 | $414k | 781 | 530.18 |
| 2022-09-30 | $397k | 787 | 504.45 |
| 2022-06-30 | $411k | 801 | 513.11 |
| 2022-03-31 | $403k | 791 | 509.48 |
| 2021-12-31 | $599k | 1.2k | 502.52 |
| 2021-09-30 | $463k | 1.2k | 390.72 |
| 2021-06-30 | $469k | 1.2k | 400.51 |
| 2021-03-31 | $426k | 1.1k | 372.38 |
| 2020-12-31 | $401k | 1.1k | 350.52 |