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UnitedHealth shares owned by Client 1st Advisory Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Client 1st Advisory Group from 13F filings

Historical chart of Client 1st Advisory Group investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Client 1st Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Client 1st Advisory Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $364k 714 509.26
2024-03-31 $401k 810 494.70
2023-09-30 $344k 683 504.19
2023-06-30 $328k 683 480.64
2023-03-31 $435k 921 472.59
2022-12-31 $488k 921 530.18
2022-09-30 $465k 921 504.89
2022-06-30 $420k 817 514.08
2022-03-31 $405k 794 510.08
2021-12-31 $278k 554 501.81
2021-09-30 $210k 538 390.33
2021-06-30 $206k 515 400.00