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UnitedHealth shares owned by Evoke Wealth

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Evoke Wealth from 13F filings

Historical chart of Evoke Wealth investment in UnitedHealth

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All positions including UnitedHealth held by Evoke Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Evoke Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 20k 526.49
2023-09-30 $9.8M 19k 504.19
2023-06-30 $9.2M 19k 480.63
2023-03-31 $8.5M 18k 472.59
2022-12-31 $9.7M 18k 530.18
2022-09-30 $9.3M 18k 505.04
2022-06-30 $9.8M 19k 513.63
2022-03-31 $10M 20k 509.94
2021-12-31 $10M 21k 502.12
2021-09-30 $8.1M 21k 390.71
2021-06-30 $8.3M 21k 400.42
2021-03-31 $7.6M 21k 372.06
2020-12-31 $392k 1.1k 350.63
2020-09-30 $142k 455 312.09
2020-06-30 $134k 454 295.15
2020-03-31 $121k 486 249.29
2019-12-31 $22M 76k 293.98
2019-09-30 $17M 76k 217.32