UnitedHealth shares owned by Family Firm
Historical chart of Family Firm investment in UnitedHealth
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All positions including UnitedHealth held by Family Firm consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Family Firm
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $343k | 693 | 494.50 |
| 2023-12-31 | $364k | 691 | 526.19 |
| 2023-09-30 | $340k | 674 | 504.01 |
| 2023-06-30 | $323k | 672 | 480.43 |
| 2023-03-31 | $317k | 670 | 472.34 |
| 2022-12-31 | $351k | 662 | 530.07 |
| 2022-09-30 | $332k | 662 | 501.51 |
| 2022-06-30 | $325k | 632 | 514.24 |
| 2022-03-31 | $321k | 630 | 509.52 |
| 2021-12-31 | $332k | 662 | 501.51 |
| 2021-09-30 | $287k | 660 | 434.85 |
| 2021-06-30 | $240k | 599 | 400.67 |
| 2021-03-31 | $218k | 585 | 372.65 |
| 2020-12-31 | $205k | 583 | 351.63 |
| 2018-12-31 | $220k | 885 | 248.59 |
| 2018-09-30 | $228k | 858 | 265.73 |
| 2018-06-30 | $207k | 842 | 245.84 |
| 2017-12-31 | $205k | 932 | 219.96 |