UnitedHealth shares owned by Bogart Wealth
Historical chart of Bogart Wealth investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $293k | 849 | 345.45 |
| 2025-06-30 | $174k | 556 | 311.97 |
| 2025-03-31 | $4.6M | 8.8k | 523.77 |
| 2024-12-31 | $5.9M | 12k | 505.85 |
| 2024-09-30 | $6.8M | 12k | 584.68 |
| 2024-06-30 | $6.0M | 12k | 509.28 |
| 2024-03-31 | $7.2M | 15k | 494.69 |
| 2023-12-31 | $7.2M | 14k | 526.48 |
| 2023-09-30 | $6.9M | 14k | 504.18 |
| 2023-06-30 | $6.4M | 13k | 480.65 |
| 2023-03-31 | $6.0M | 13k | 472.58 |
| 2022-12-31 | $6.0M | 11k | 530.20 |
| 2022-09-30 | $4.9M | 9.7k | 505.01 |
| 2022-06-30 | $4.1M | 7.9k | 513.64 |
| 2022-03-31 | $4.3M | 8.4k | 509.96 |
| 2021-12-31 | $3.7M | 7.5k | 502.08 |
| 2021-09-30 | $2.6M | 6.6k | 390.79 |
| 2021-06-30 | $2.2M | 5.6k | 400.36 |
| 2021-03-31 | $1.7M | 4.6k | 372.14 |
| 2020-12-31 | $1.2M | 3.5k | 350.72 |
| 2020-09-30 | $1.0M | 3.3k | 311.59 |
| 2020-06-30 | $948k | 3.2k | 294.96 |
| 2020-03-31 | $775k | 3.1k | 249.44 |
| 2019-12-31 | $856k | 2.9k | 294.06 |
| 2019-09-30 | $609k | 2.8k | 217.27 |
| 2019-06-30 | $658k | 2.7k | 243.79 |
| 2019-03-31 | $670k | 2.7k | 247.23 |
| 2018-12-31 | $660k | 2.7k | 248.96 |
| 2018-09-30 | $625k | 2.4k | 265.96 |
| 2018-06-30 | $547k | 2.2k | 245.07 |
| 2018-03-31 | $512k | 2.2k | 228.98 |
| 2017-12-31 | $370k | 1.7k | 220.24 |
| 2017-09-30 | $37k | 186 | 198.92 |