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UnitedHealth shares owned by Carr Financial Group Corp

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Carr Financial Group Corp from 13F filings

Historical chart of Carr Financial Group Corp investment in UnitedHealth

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All positions including UnitedHealth held by Carr Financial Group Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Carr Financial Group Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $357k 610 584.67
2024-06-30 $295k 579 509.39
2024-03-31 $515k 1.0k 494.64
2023-12-31 $612k 1.2k 526.56
2023-09-30 $602k 1.1k 530.98
2023-06-30 $275k 573 480.66

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Vanguard Specialized Funds Div App Etf (VIG)
Ishares Msci Emrg Chn (EMXC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Msci Intl Qualty (IQLT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Ishares Tr Ibonds 25 Trm Hg (IBHE)
Microsoft Corporation (MSFT)

View all positions for Carr Financial Group Corp

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