UnitedHealth shares owned by Financeware
Historical chart of Financeware investment in UnitedHealth
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All positions including UnitedHealth held by Financeware consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Financeware
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $258k | 510 | 505.86 |
| 2024-09-30 | $292k | 499 | 584.68 |
| 2024-06-30 | $252k | 494 | 509.26 |
| 2024-03-31 | $289k | 585 | 494.70 |
| 2023-12-31 | $319k | 605 | 526.47 |
| 2023-09-30 | $329k | 652 | 504.19 |
| 2023-06-30 | $309k | 643 | 480.64 |
| 2023-03-31 | $308k | 651 | 472.59 |
| 2022-12-31 | $349k | 658 | 530.18 |
| 2022-09-30 | $332k | 658 | 504.56 |
| 2022-06-30 | $338k | 658 | 513.68 |
| 2022-03-31 | $434k | 852 | 509.39 |
| 2021-12-31 | $301k | 600 | 501.67 |
| 2021-09-30 | $233k | 596 | 390.94 |
| 2021-06-30 | $234k | 584 | 400.68 |
| 2021-03-31 | $208k | 559 | 372.09 |
| 2020-03-31 | $29k | 117 | 247.86 |
| 2019-12-31 | $49k | 165 | 296.97 |
| 2019-09-30 | $21k | 95 | 221.05 |
| 2019-06-30 | $23k | 95 | 242.11 |
| 2019-03-31 | $23k | 95 | 242.11 |
| 2018-12-31 | $24k | 95 | 252.63 |
| 2018-09-30 | $25k | 95 | 263.16 |
| 2018-06-30 | $23k | 95 | 242.11 |
| 2018-03-31 | $11k | 50 | 220.00 |
| 2017-12-31 | $3.0k | 14 | 214.29 |
| 2015-06-30 | $9.0k | 70 | 128.57 |
| 2015-03-31 | $40k | 334 | 119.76 |