UnitedHealth shares owned by Burr Financial Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Burr Financial Services
from 13F filings
Historical chart of Burr Financial Services investment in UnitedHealth
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All positions including UnitedHealth held by Burr Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Burr Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $471k | 1.4k | 345.30 |
| 2025-06-30 | $293k | 940 | 311.97 |
| 2025-03-31 | $272k | 520 | 523.75 |
| 2024-12-31 | $263k | 520 | 505.86 |
| 2024-09-30 | $612k | 1.0k | 584.68 |
| 2024-06-30 | $495k | 972 | 509.26 |
| 2024-03-31 | $502k | 1.0k | 500.96 |
| 2023-12-31 | $518k | 1.0k | 517.23 |