UnitedHealth shares owned by Compass Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $88k | 150 | 584.68 |
| 2024-06-30 | $112k | 219 | 509.26 |
| 2024-03-31 | $107k | 217 | 494.70 |
| 2023-12-31 | $140k | 266 | 526.47 |
| 2023-09-30 | $134k | 266 | 504.19 |
| 2023-06-30 | $162k | 337 | 480.64 |
| 2023-03-31 | $165k | 350 | 472.59 |
| 2022-12-31 | $176k | 332 | 530.18 |