UnitedHealth shares owned by Barnes Pettey Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Barnes Pettey Financial Advisors
from 13F filings
Historical chart of Barnes Pettey Financial Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Barnes Pettey Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $409k | 700 | 584.68 |
| 2024-06-30 | $374k | 735 | 509.26 |
| 2024-03-31 | $364k | 735 | 494.70 |
| 2023-12-31 | $389k | 738 | 526.47 |
| 2023-09-30 | $371k | 735 | 504.19 |
| 2023-06-30 | $353k | 735 | 480.64 |
| 2023-03-31 | $347k | 735 | 472.59 |
| 2022-12-31 | $394k | 743 | 530.18 |
| 2022-09-30 | $387k | 767 | 504.56 |
| 2022-06-30 | $397k | 773 | 513.58 |
| 2022-03-31 | $380k | 746 | 509.38 |
| 2021-12-31 | $375k | 746 | 502.68 |
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