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UnitedHealth shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management investment in UnitedHealth

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All positions including UnitedHealth held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.5M 12k 526.47
2023-09-30 $5.1M 10k 504.19
2023-06-30 $6.4M 13k 480.63
2023-03-31 $3.6M 7.6k 472.60
2022-12-31 $4.1M 7.6k 530.18
2022-09-30 $4.0M 8.0k 505.05
2022-06-30 $3.8M 7.4k 513.64
2022-03-31 $3.8M 7.5k 510.03
2021-12-31 $4.1M 8.1k 502.10
2021-09-30 $3.3M 8.4k 390.73
2021-06-30 $3.3M 8.3k 400.46
2021-03-31 $3.5M 9.5k 372.04
2020-12-31 $3.6M 10k 350.67
2020-09-30 $3.3M 11k 311.74
2020-06-30 $3.7M 13k 294.94
2020-03-31 $1.7M 6.7k 249.33
2019-12-31 $2.0M 6.9k 293.98
2019-09-30 $1.3M 6.0k 217.32
2019-06-30 $611k 2.5k 243.91