UnitedHealth shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in UnitedHealth
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Download as csvQuarterly reported holdings in UnitedHealth by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $1.1M | 2.0k | 523.73 |
| 2024-12-31 | $1.1M | 2.1k | 505.80 |
| 2024-09-30 | $1.3M | 2.1k | 584.62 |
| 2024-06-30 | $1.1M | 2.2k | 509.18 |
| 2024-03-31 | $1.2M | 2.4k | 494.69 |
| 2023-12-31 | $1.2M | 2.3k | 526.50 |
| 2023-09-30 | $1.3M | 2.5k | 535.41 |
| 2023-06-30 | $1.3M | 2.8k | 480.59 |
| 2023-03-31 | $1.4M | 3.1k | 472.59 |
| 2022-12-31 | $1.6M | 2.9k | 530.14 |
| 2022-09-30 | $1.5M | 3.0k | 504.97 |
| 2022-06-30 | $1.6M | 3.0k | 513.45 |
| 2022-03-31 | $1.5M | 2.9k | 509.90 |
| 2021-12-31 | $1.5M | 3.0k | 501.98 |
| 2021-09-30 | $1.2M | 3.1k | 390.83 |
| 2021-06-30 | $1.3M | 3.2k | 400.38 |
| 2021-03-31 | $1.2M | 3.2k | 372.24 |
| 2020-12-31 | $1.1M | 3.1k | 350.64 |
| 2020-09-30 | $996k | 3.2k | 311.64 |
| 2020-06-30 | $769k | 2.6k | 294.86 |
| 2020-03-31 | $686k | 2.8k | 249.00 |
| 2019-12-31 | $622k | 2.1k | 293.83 |
More positions owned by Carolinas Wealth Consulting
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