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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

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Quarterly 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