UnitedHealth shares owned by Alta Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Alta Wealth Advisors
from 13F filings
Historical chart of Alta Wealth Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Alta Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Alta Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 3.4k | 494.70 |
| 2023-12-31 | $1.8M | 3.4k | 526.47 |
| 2023-09-30 | $1.8M | 3.5k | 504.19 |
| 2023-06-30 | $1.8M | 3.7k | 480.64 |
| 2023-03-31 | $1.8M | 3.8k | 472.59 |
| 2022-12-31 | $1.8M | 3.4k | 530.18 |
| 2022-09-30 | $1.8M | 3.6k | 505.07 |
| 2022-06-30 | $1.8M | 3.5k | 516.55 |
| 2022-03-31 | $1.8M | 3.5k | 509.87 |
| 2021-12-31 | $1.7M | 3.5k | 502.02 |
| 2021-09-30 | $1.1M | 2.7k | 390.80 |
| 2021-06-30 | $1.1M | 2.8k | 400.29 |
| 2021-03-31 | $1.0M | 2.7k | 372.19 |
| 2020-12-31 | $955k | 2.7k | 350.85 |