UnitedHealth shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $845k | 1.4k | 584.81 |
| 2024-06-30 | $695k | 1.4k | 509.11 |
| 2024-03-31 | $635k | 1.3k | 494.61 |
| 2023-12-31 | $646k | 1.2k | 526.59 |
| 2023-09-30 | $614k | 1.2k | 504.19 |
| 2023-06-30 | $583k | 1.2k | 484.27 |
| 2023-03-31 | $511k | 1.1k | 472.56 |
| 2022-12-31 | $580k | 1.1k | 530.04 |
| 2022-09-30 | $525k | 1.0k | 504.81 |
| 2022-06-30 | $677k | 1.3k | 513.66 |
| 2022-03-31 | $786k | 1.5k | 509.73 |
| 2021-12-31 | $758k | 1.5k | 502.32 |
| 2021-09-30 | $580k | 1.5k | 390.57 |
| 2021-06-30 | $646k | 1.6k | 400.25 |
| 2021-03-31 | $676k | 1.8k | 371.84 |
| 2020-12-31 | $563k | 1.6k | 350.78 |
| 2020-09-30 | $462k | 1.5k | 311.95 |
| 2020-06-30 | $430k | 1.5k | 294.72 |
| 2020-03-31 | $381k | 1.5k | 249.51 |
| 2019-12-31 | $447k | 1.5k | 293.69 |
| 2019-09-30 | $331k | 1.5k | 217.48 |
| 2019-06-30 | $347k | 1.4k | 244.37 |
| 2019-03-31 | $349k | 1.4k | 246.99 |