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UnitedHealth shares owned by Aspen Wealth Strategies

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

Historical chart of Aspen Wealth Strategies investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Aspen Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 1.8k 584.58
2024-06-30 $1.1M 1.9k 573.19
2024-03-31 $964k 1.9k 494.62
2023-12-31 $966k 1.8k 526.38
2023-09-30 $929k 1.8k 504.10
2023-06-30 $879k 1.8k 480.56
2023-03-31 $846k 1.8k 472.51
2022-12-31 $950k 1.8k 530.09