UnitedHealth shares owned by Barry Investment Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Barry Investment Advisors
from 13F filings
Historical chart of Barry Investment Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Barry Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $281k | 555 | 505.73 |
| 2024-09-30 | $323k | 552 | 585.01 |
| 2024-06-30 | $281k | 552 | 509.11 |
| 2024-03-31 | $273k | 552 | 494.96 |
| 2023-12-31 | $291k | 551 | 527.23 |
| 2023-09-30 | $286k | 566 | 504.68 |
| 2023-06-30 | $442k | 919 | 480.76 |
| 2023-03-31 | $433k | 916 | 473.05 |
| 2022-12-31 | $484k | 914 | 530.01 |
| 2022-09-30 | $468k | 927 | 504.85 |
| 2022-06-30 | $477k | 930 | 512.90 |
| 2022-03-31 | $473k | 928 | 509.70 |
| 2021-12-31 | $466k | 927 | 502.70 |
| 2021-09-30 | $362k | 925 | 391.35 |
| 2021-06-30 | $271k | 677 | 400.30 |
| 2021-03-31 | $250k | 673 | 371.47 |
| 2020-12-31 | $232k | 662 | 350.45 |
| 2020-09-30 | $232k | 743 | 312.25 |
| 2020-06-30 | $209k | 707 | 295.62 |
| 2016-09-30 | $230k | 1.6k | 139.99 |
| 2016-06-30 | $232k | 1.6k | 141.29 |
| 2016-03-31 | $212k | 1.6k | 129.11 |
| 2015-06-30 | $200k | 1.6k | 121.88 |