UnitedHealth shares owned by Briaud Financial Planning
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Briaud Financial Planning
from 13F filings
Historical chart of Briaud Financial Planning investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Briaud Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $145k | 466 | 311.16 |
| 2025-03-31 | $244k | 466 | 523.61 |
| 2024-12-31 | $235k | 466 | 504.29 |
| 2024-09-30 | $272k | 466 | 583.69 |
| 2024-06-30 | $237k | 466 | 508.58 |
| 2024-03-31 | $231k | 466 | 495.71 |
| 2023-09-30 | $246k | 488 | 504.10 |
| 2023-06-30 | $234k | 488 | 479.51 |
| 2023-03-31 | $220k | 466 | 472.10 |
| 2022-12-31 | $247k | 466 | 530.04 |
| 2022-09-30 | $313k | 568 | 551.06 |
| 2022-06-30 | $239k | 466 | 512.88 |
| 2022-03-31 | $237k | 466 | 508.58 |
| 2021-12-31 | $233k | 466 | 500.00 |
| 2021-03-31 | $216k | 580 | 372.41 |
| 2020-12-31 | $203 | 580 | 0.35 |