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UnitedHealth shares owned by Coastal Investment Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Coastal Investment Advisors from 13F filings

Historical chart of Coastal Investment Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 5.7k 526.44
2023-09-30 $2.5M 5.1k 480.61
2023-06-30 $2.5M 5.2k 480.62
2023-03-31 $2.4M 5.1k 472.61
2022-12-31 $2.8M 5.3k 530.18
2022-09-30 $2.6M 5.2k 505.05
2022-06-30 $2.7M 5.2k 517.49
2022-03-31 $2.6M 5.0k 509.91
2021-12-31 $2.6M 5.1k 502.16
2021-09-30 $2.0M 5.2k 390.66
2021-06-30 $2.1M 5.2k 400.39
2021-03-31 $1.8M 5.0k 372.11
2020-12-31 $1.6M 4.5k 350.70
2020-09-30 $1.3M 4.3k 311.67
2020-06-30 $973k 3.3k 295.12
2020-03-31 $655k 2.6k 249.24
2019-12-31 $1.4M 5.1k 279.62
2019-09-30 $1.3M 5.4k 235.29
2019-06-30 $1.3M 5.5k 235.29
2019-03-31 $920k 4.3k 214.29