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UnitedHealth shares owned by Bogart Wealth

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

Historical chart of Bogart Wealth investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Bogart Wealth

Quarter filed Position value Share count Share price at filing
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