UnitedHealth shares owned by BCS Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by BCS Wealth Management
from 13F filings
Historical chart of BCS Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by BCS Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $582k | 1.7k | 345.30 |
| 2025-06-30 | $584k | 1.9k | 312.13 |
| 2025-03-31 | $850k | 1.6k | 523.72 |
| 2024-12-31 | $576k | 1.1k | 506.15 |
| 2024-09-30 | $659k | 1.1k | 584.74 |
| 2024-06-30 | $519k | 1.0k | 509.32 |
| 2024-03-31 | $504k | 1.0k | 494.60 |
| 2023-12-31 | $553k | 1.1k | 526.67 |
| 2023-09-30 | $533k | 1.1k | 503.78 |
| 2023-06-30 | $509k | 1.1k | 481.10 |
| 2023-03-31 | $318k | 672 | 473.21 |
| 2022-12-31 | $582k | 1.1k | 530.05 |
| 2022-09-30 | $560k | 1.1k | 505.42 |
| 2022-06-30 | $664k | 1.3k | 513.53 |
| 2022-03-31 | $580k | 1.1k | 509.67 |
| 2021-12-31 | $661k | 1.3k | 502.28 |
| 2021-09-30 | $454k | 1.2k | 390.71 |
| 2021-06-30 | $457k | 1.1k | 400.18 |
| 2021-03-31 | $421k | 1.1k | 371.91 |
| 2020-12-31 | $413k | 1.2k | 350.89 |
| 2020-09-30 | $350k | 1.1k | 311.67 |
| 2020-06-30 | $334k | 1.1k | 294.53 |
| 2020-03-31 | $283k | 1.1k | 249.56 |
| 2019-12-31 | $351k | 1.2k | 293.72 |