UnitedHealth shares owned by Cypress Financial Planning
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Cypress Financial Planning
from 13F filings
Historical chart of Cypress Financial Planning investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Cypress Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $315k | 539 | 584.68 |
| 2024-06-30 | $274k | 537 | 509.26 |
| 2024-03-31 | $311k | 628 | 494.70 |
| 2023-09-30 | $316k | 627 | 504.19 |
| 2023-06-30 | $300k | 627 | 477.88 |
| 2023-03-31 | $309k | 626 | 494.19 |
| 2022-12-31 | $325k | 626 | 518.64 |
| 2022-09-30 | $373k | 738 | 505.42 |
| 2022-06-30 | $354k | 689 | 513.79 |
More positions owned by Cypress Financial Planning
View all positions for Cypress Financial Planning