UnitedHealth shares owned by CGC Financial Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by CGC Financial Services
from 13F filings
Historical chart of CGC Financial Services investment in UnitedHealth
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All positions including UnitedHealth held by CGC Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by CGC Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14k | 41 | 345.29 |
| 2025-06-30 | $13k | 41 | 311.98 |
| 2025-03-31 | $24k | 45 | 523.76 |
| 2024-12-31 | $28k | 55 | 505.85 |
| 2024-09-30 | $32k | 55 | 584.67 |
| 2024-06-30 | $28k | 55 | 509.25 |
| 2024-03-31 | $27k | 55 | 494.71 |
| 2023-12-31 | $29k | 55 | 526.47 |
| 2023-09-30 | $2.5k | 5 | 504.20 |
| 2023-06-30 | $2.4k | 5 | 480.60 |