UnitedHealth shares owned by Dynamic Wealth Strategies
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Dynamic Wealth Strategies
from 13F filings
Historical chart of Dynamic Wealth Strategies investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Dynamic Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Dynamic Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $104k | 302 | 345.30 |
| 2025-06-30 | $79k | 253 | 311.97 |
| 2025-03-31 | $92k | 176 | 523.75 |
| 2024-09-30 | $98k | 167 | 586.83 |
| 2024-06-30 | $87k | 171 | 508.77 |
| 2024-03-31 | $83k | 168 | 494.05 |