UnitedHealth shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12k | 36 | 345.31 |
| 2025-06-30 | $2.5k | 8 | 312.00 |
| 2025-03-31 | $4.2k | 8 | 523.75 |
| 2024-12-31 | $4.0k | 8 | 505.88 |
| 2024-09-30 | $4.7k | 8 | 584.63 |
| 2024-06-30 | $4.1k | 8 | 509.25 |
| 2024-03-31 | $4.0k | 8 | 494.63 |
| 2023-12-31 | $16k | 30 | 526.47 |
| 2023-09-30 | $15k | 30 | 504.17 |
| 2023-06-30 | $20k | 42 | 480.64 |
| 2023-03-31 | $20k | 42 | 472.60 |
| 2022-12-31 | $22k | 42 | 523.81 |
| 2022-09-30 | $21k | 42 | 500.00 |
| 2022-06-30 | $22k | 42 | 523.81 |
| 2022-03-31 | $21k | 42 | 500.00 |
| 2021-12-31 | $21k | 42 | 500.00 |
| 2021-09-30 | $16k | 42 | 380.95 |
| 2021-06-30 | $17k | 42 | 404.76 |
| 2021-03-31 | $16k | 42 | 380.95 |
| 2020-12-31 | $15k | 42 | 357.14 |
| 2020-09-30 | $17k | 54 | 314.81 |
| 2020-06-30 | $10k | 34 | 294.12 |
| 2020-03-31 | $8.0k | 34 | 235.29 |
| 2019-12-31 | $10k | 34 | 294.12 |