UnitedHealth shares owned by Davies Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Davies Financial Advisors
from 13F filings
Historical chart of Davies Financial Advisors investment in UnitedHealth
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All positions including UnitedHealth held by Davies Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Davies Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $867k | 1.7k | 505.83 |
| 2024-09-30 | $1.1M | 1.9k | 584.79 |
| 2024-06-30 | $997k | 2.0k | 509.23 |
| 2024-03-31 | $1.0M | 2.1k | 494.80 |