UnitedHealth shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in UnitedHealth
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All positions including UnitedHealth held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.4M | 13k | 584.68 |
| 2024-06-30 | $6.4M | 13k | 509.26 |
| 2024-03-31 | $6.2M | 13k | 494.70 |
| 2023-12-31 | $6.6M | 13k | 526.47 |
| 2023-09-30 | $6.5M | 13k | 504.19 |
| 2023-06-30 | $6.2M | 13k | 480.64 |
| 2023-03-31 | $6.0M | 13k | 472.59 |
| 2022-12-31 | $6.8M | 13k | 530.18 |
| 2022-09-30 | $7.0M | 14k | 505.05 |
| 2022-06-30 | $7.0M | 14k | 513.61 |
| 2022-03-31 | $6.9M | 14k | 510.00 |
| 2021-12-31 | $6.8M | 14k | 502.15 |
| 2021-09-30 | $5.2M | 13k | 390.74 |
| 2021-06-30 | $5.3M | 13k | 400.41 |
| 2021-03-31 | $4.9M | 13k | 372.11 |
| 2020-12-31 | $5.0M | 14k | 350.67 |
| 2020-09-30 | $4.4M | 14k | 311.78 |
| 2020-06-30 | $4.2M | 14k | 294.98 |
| 2020-03-31 | $3.6M | 14k | 249.35 |
| 2019-12-31 | $4.5M | 15k | 293.99 |
| 2019-09-30 | $3.3M | 15k | 217.32 |
| 2019-06-30 | $3.9M | 16k | 244.00 |
| 2019-03-31 | $3.8M | 15k | 247.25 |
| 2018-12-31 | $3.5M | 14k | 249.13 |
| 2018-09-30 | $3.2M | 12k | 266.08 |
| 2018-06-30 | $2.0M | 8.0k | 245.38 |
| 2018-03-31 | $1.9M | 8.7k | 213.96 |
| 2017-12-31 | $1.9M | 8.4k | 220.48 |
| 2017-09-30 | $1.4M | 7.3k | 195.90 |
| 2017-06-30 | $715k | 3.9k | 185.52 |
| 2017-03-31 | $326k | 2.0k | 164.07 |