UnitedHealth shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.3M | 4.6k | 505.86 |
| 2024-09-30 | $2.7M | 4.6k | 584.68 |
| 2024-06-30 | $2.5M | 4.9k | 509.26 |
| 2024-03-31 | $2.4M | 4.9k | 494.70 |
| 2023-12-31 | $2.8M | 5.2k | 526.47 |
| 2023-09-30 | $2.5M | 5.0k | 504.19 |
| 2023-06-30 | $2.4M | 5.0k | 480.64 |
| 2023-03-31 | $2.4M | 5.0k | 472.59 |
| 2022-12-31 | $2.8M | 5.3k | 530.18 |
| 2022-09-30 | $2.6M | 5.2k | 505.03 |
| 2022-06-30 | $2.7M | 5.2k | 513.62 |
| 2022-03-31 | $2.7M | 5.3k | 510.01 |
| 2021-12-31 | $2.7M | 5.3k | 502.07 |
| 2021-09-30 | $2.1M | 5.4k | 390.75 |
| 2021-06-30 | $3.2M | 8.0k | 400.45 |
| 2021-03-31 | $3.0M | 7.9k | 372.03 |
| 2020-12-31 | $230k | 656 | 350.61 |
| 2020-06-30 | $214k | 724 | 295.58 |
More positions owned by Aurum Wealth Management Group
View all positions for Aurum Wealth Management Group