UnitedHealth shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $373k | 713 | 523.63 |
| 2024-09-30 | $1.5M | 2.6k | 589.18 |
| 2024-06-30 | $1.5M | 2.9k | 494.69 |
| 2024-03-31 | $1.5M | 3.0k | 484.08 |
| 2023-12-31 | $1.5M | 2.7k | 537.95 |
| 2023-09-30 | $1.3M | 2.5k | 524.78 |
| 2023-06-30 | $994k | 2.1k | 471.24 |
| 2023-03-31 | $898k | 1.8k | 490.40 |
| 2022-12-31 | $997k | 2.0k | 492.39 |
| 2022-09-30 | $947k | 1.9k | 499.47 |
| 2022-06-30 | $997k | 1.9k | 514.18 |
| 2022-03-31 | $1.0M | 1.9k | 537.89 |
| 2021-12-31 | $1.9M | 4.1k | 461.16 |
| 2021-09-30 | $1.9M | 4.1k | 462.60 |
| 2021-06-30 | $1.6M | 3.8k | 411.80 |
| 2021-03-31 | $1.1M | 2.9k | 396.55 |
| 2020-12-31 | $916k | 2.6k | 347.36 |
| 2020-09-30 | $757k | 2.3k | 322.81 |
| 2020-06-30 | $559k | 1.8k | 304.47 |
| 2020-03-31 | $328k | 1.1k | 290.52 |
| 2019-12-31 | $1.6M | 5.4k | 290.73 |
| 2019-09-30 | $1.1M | 4.4k | 254.18 |
| 2019-06-30 | $1.3M | 5.3k | 241.44 |
| 2019-03-31 | $1.1k | 4.4k | 0.25 |
| 2018-12-31 | $1.2M | 4.5k | 266.27 |
| 2018-09-30 | $1.4M | 5.2k | 263.46 |
| 2018-06-30 | $1.7M | 6.8k | 245.31 |
| 2018-03-31 | $1.5M | 7.1k | 214.01 |
| 2017-12-31 | $1.4M | 6.4k | 220.47 |
More positions owned by Castle Rock Wealth Management
View all positions for Castle Rock Wealth Management