UnitedHealth shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $124k | 246 | 504.07 |
| 2024-09-30 | $145k | 249 | 582.33 |
| 2024-06-30 | $120k | 237 | 506.33 |
| 2024-03-31 | $96k | 192 | 500.00 |
| 2023-12-31 | $117k | 222 | 527.03 |
| 2023-09-30 | $106k | 211 | 502.42 |
| 2023-06-30 | $88k | 184 | 477.78 |
| 2023-03-31 | $90k | 170 | 529.41 |
| 2022-12-31 | $80k | 159 | 503.14 |
| 2022-09-30 | $80k | 159 | 503.14 |
| 2022-06-30 | $82k | 159 | 515.72 |
| 2022-03-31 | $78k | 153 | 509.80 |
| 2021-12-31 | $77k | 153 | 503.27 |
| 2021-09-30 | $76k | 195 | 389.74 |
| 2021-06-30 | $78k | 195 | 400.00 |
| 2021-03-31 | $73k | 195 | 374.36 |
| 2020-12-31 | $159k | 453 | 350.99 |
| 2020-09-30 | $60k | 192 | 312.50 |
| 2020-06-30 | $57k | 192 | 296.88 |
| 2020-03-31 | $48k | 192 | 250.00 |
More positions owned by Efficient Wealth Management
View all positions for Efficient Wealth Management