UnitedHealth shares owned by Executive Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Executive Wealth Management
from 13F filings
Historical chart of Executive Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Executive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $636k | 1.1k | 584.69 |
| 2024-06-30 | $520k | 1.0k | 509.51 |
| 2024-03-31 | $10M | 21k | 489.69 |
| 2023-12-31 | $10M | 20k | 526.49 |
| 2023-09-30 | $9.8M | 20k | 504.21 |
| 2023-06-30 | $8.9M | 19k | 480.66 |
| 2023-03-31 | $7.9M | 17k | 472.61 |
| 2022-12-31 | $7.8M | 15k | 530.18 |
| 2022-09-30 | $6.9M | 6.9k | 1000.00 |
| 2022-06-30 | $6.9M | 13k | 513.58 |
| 2022-03-31 | $7.4M | 15k | 509.97 |
| 2021-12-31 | $8.6M | 17k | 502.14 |
| 2021-09-30 | $6.4M | 16k | 390.73 |
| 2021-06-30 | $6.5M | 16k | 400.41 |
| 2021-03-31 | $5.5M | 15k | 372.03 |
| 2020-12-31 | $859k | 2.5k | 350.47 |
| 2020-09-30 | $670k | 2.1k | 311.77 |
| 2020-06-30 | $628k | 2.1k | 294.70 |
| 2020-03-31 | $905k | 3.6k | 249.24 |
| 2019-12-31 | $1.2M | 4.2k | 293.77 |
| 2019-09-30 | $1.1M | 4.9k | 217.24 |
| 2019-06-30 | $1.2M | 4.9k | 244.11 |
| 2019-03-31 | $1.1M | 4.3k | 247.18 |
| 2018-12-31 | $1.2M | 5.0k | 249.19 |
More positions owned by Executive Wealth Management
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