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UnitedHealth shares owned by Avaii Wealth Management

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

Historical chart of Avaii Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Avaii Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $413k 706 584.84
2024-06-30 $390k 765 509.36
2024-03-31 $392k 793 494.76
2023-12-31 $448k 850 526.52
2023-09-30 $430k 853 504.21
2023-06-30 $402k 836 480.66
2023-03-31 $392k 829 472.61
2022-12-31 $434k 818 530.19
2022-09-30 $405k 802 504.99
2022-06-30 $391k 761 513.27
2022-03-31 $404k 788 512.82
2021-12-31 $316k 630 501.59