UnitedHealth shares owned by Burns Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $45M | 76k | 584.68 |
| 2024-06-30 | $40M | 78k | 509.26 |
| 2024-03-31 | $35M | 71k | 494.70 |
| 2023-09-30 | $30M | 59k | 504.19 |
| 2023-06-30 | $29M | 60k | 480.64 |
| 2023-03-31 | $23M | 48k | 472.59 |
| 2022-12-31 | $25M | 47k | 530.18 |
| 2022-09-30 | $21M | 41k | 505.05 |
| 2022-06-30 | $20M | 38k | 513.62 |
| 2022-03-31 | $19M | 37k | 509.98 |
| 2021-12-31 | $9.2M | 18k | 502.15 |
| 2021-09-30 | $7.5M | 19k | 390.73 |
| 2021-06-30 | $8.7M | 22k | 400.46 |
| 2021-03-31 | $8.1M | 22k | 372.08 |
| 2020-12-31 | $7.5M | 21k | 350.68 |
| 2020-09-30 | $14M | 45k | 311.77 |
| 2020-06-30 | $6.7M | 23k | 294.97 |
| 2020-03-31 | $359k | 1.4k | 249.48 |
| 2019-12-31 | $364k | 1.2k | 293.79 |
| 2019-09-30 | $263k | 1.2k | 217.00 |
| 2019-06-30 | $339k | 1.4k | 244.24 |
| 2019-03-31 | $406k | 1.6k | 247.11 |
| 2018-12-31 | $425k | 1.7k | 248.83 |
| 2018-09-30 | $265k | 995 | 266.33 |
| 2018-06-30 | $270k | 1.1k | 245.01 |
| 2018-03-31 | $209k | 975 | 214.36 |
| 2017-12-31 | $227k | 1.0k | 219.96 |
| 2017-09-30 | $228k | 1.2k | 196.04 |
| 2013-03-31 | $35k | 585 | 59.83 |