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UnitedHealth shares owned by Consolidated Planning Corp

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Consolidated Planning Corp from 13F filings

Historical chart of Consolidated Planning Corp investment in UnitedHealth

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All positions including UnitedHealth held by Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.9M 15k 526.48
2023-09-30 $7.5M 15k 504.20
2023-06-30 $9.0M 19k 480.65
2023-03-31 $8.5M 18k 472.59
2022-12-31 $9.2M 17k 530.17
2022-09-30 $8.5M 17k 505.03
2022-06-30 $8.8M 17k 513.62
2022-03-31 $774k 1.5k 510.22
2021-12-31 $773k 1.5k 502.27
2021-09-30 $601k 1.5k 390.51
2021-06-30 $614k 1.5k 400.26
2021-03-31 $575k 1.5k 371.69
2020-12-31 $542k 1.5k 350.36
2020-09-30 $452k 1.5k 311.51
2020-06-30 $421k 1.4k 294.82
2020-03-31 $363k 1.5k 249.66
2019-12-31 $426k 1.5k 293.79