UnitedHealth shares owned by Capital Wealth Planning
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Capital Wealth Planning
from 13F filings
Historical chart of Capital Wealth Planning investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Capital Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Capital Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $477M | 905k | 526.47 |
| 2023-09-30 | $463M | 917k | 504.19 |
| 2023-06-30 | $429M | 892k | 480.64 |
| 2023-03-31 | $408M | 862k | 472.59 |
| 2022-12-31 | $414M | 781k | 530.18 |
| 2022-09-30 | $360M | 713k | 505.04 |
| 2022-06-30 | $332M | 645k | 513.63 |
| 2022-03-31 | $329M | 645k | 509.97 |
| 2021-12-31 | $305M | 607k | 502.14 |
| 2021-09-30 | $217M | 555k | 390.74 |
| 2021-06-30 | $207M | 518k | 400.44 |
| 2021-03-31 | $174M | 469k | 372.07 |
| 2020-12-31 | $140M | 402k | 347.55 |
| 2020-09-30 | $108M | 348k | 311.72 |
| 2020-06-30 | $96M | 326k | 294.96 |
| 2020-03-31 | $74M | 298k | 249.38 |
| 2019-12-31 | $57M | 193k | 293.98 |
| 2019-09-30 | $46M | 188k | 244.51 |
| 2019-06-30 | $40M | 163k | 244.01 |
| 2019-03-31 | $3.7M | 15k | 247.85 |
| 2018-12-31 | $6.5M | 26k | 249.69 |
| 2018-09-30 | $3.9M | 15k | 265.88 |
| 2018-06-30 | $4.1M | 17k | 245.33 |
| 2018-03-31 | $2.2M | 11k | 214.15 |
| 2017-09-30 | $1.5M | 7.5k | 195.56 |
| 2017-06-30 | $28M | 151k | 185.42 |
| 2017-03-31 | $1.3M | 7.7k | 164.06 |
| 2016-09-30 | $4.2M | 30k | 139.73 |
| 2016-06-30 | $3.6M | 25k | 141.18 |
| 2016-03-31 | $2.3M | 18k | 128.76 |
| 2015-12-31 | $624k | 5.3k | 117.62 |
| 2015-09-30 | $2.0M | 17k | 116.49 |
| 2015-06-30 | $1.5M | 13k | 122.11 |
| 2015-03-31 | $1.5M | 13k | 118.42 |
| 2014-12-31 | $1.3M | 13k | 101.30 |
| 2013-09-30 | $341k | 4.8k | 71.56 |
More positions owned by Capital Wealth Planning
Home Depot (HD)
View all positions for Capital Wealth Planning