UnitedHealth shares owned by Defined Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Defined Wealth Management
from 13F filings
Historical chart of Defined Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Defined Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in UnitedHealth by Defined Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.9M | 3.3k | 584.68 |
2024-06-30 | $1.7M | 3.3k | 509.26 |
2024-03-31 | $1.6M | 3.3k | 494.70 |
2023-12-31 | $1.8M | 3.4k | 526.47 |
2023-09-30 | $1.7M | 3.4k | 504.19 |
2023-06-30 | $1.6M | 3.4k | 480.64 |
2023-03-31 | $1.6M | 3.4k | 472.59 |
2022-12-31 | $1.8M | 3.4k | 530.18 |
2022-09-30 | $1.7M | 3.4k | 505.04 |
2022-06-30 | $1.7M | 3.4k | 513.63 |
2022-03-31 | $1.7M | 3.4k | 510.08 |
2021-12-31 | $1.7M | 3.4k | 502.07 |
2021-09-30 | $1.3M | 3.4k | 390.63 |
2021-06-30 | $1.3M | 3.3k | 400.37 |
2021-03-31 | $1.2M | 3.3k | 372.16 |
2020-12-31 | $1.1M | 3.3k | 350.71 |