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UnitedHealth shares owned by Financial Advocates Investment Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Financial Advocates Investment Management from 13F filings

Historical chart of Financial Advocates Investment Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Financial Advocates Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 4.3k 584.62
2024-06-30 $2.2M 4.4k 509.29
2024-03-31 $2.3M 4.6k 494.68
2023-12-31 $2.6M 4.9k 526.51
2023-09-30 $2.3M 4.7k 504.23
2023-06-30 $2.2M 4.7k 480.63
2023-03-31 $2.4M 5.2k 472.63
2022-12-31 $2.8M 5.3k 530.17
2022-09-30 $1.6M 3.4k 461.54
2022-06-30 $1.8M 3.6k 513.48
2022-03-31 $1.3M 2.5k 509.87
2021-12-31 $1.5M 2.9k 502.04
2021-09-30 $1.0M 2.6k 390.81
2021-06-30 $959k 2.4k 400.42
2021-03-31 $1.2M 3.3k 360.95
2020-12-31 $1.2M 3.3k 350.95
2020-09-30 $865k 2.8k 311.71
2020-06-30 $788k 2.7k 295.02
2020-03-31 $613k 2.5k 249.39
2019-12-31 $723k 2.5k 293.78
2019-09-30 $353k 1.9k 190.71
2019-06-30 $381k 1.6k 243.76
2019-03-31 $486k 2.0k 247.08
2018-12-31 $135k 1.7k 80.67
2018-09-30 $430k 2.3k 185.53
2018-06-30 $349k 1.4k 247.69
2018-03-31 $271k 1.3k 214.23
2017-12-31 $296k 1.3k 220.49