UnitedHealth shares owned by Financial Planning & Information Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Financial Planning & Information Services
from 13F filings
Historical chart of Financial Planning & Information Services investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Financial Planning & Information Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Financial Planning & Information Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $409k | 699 | 584.88 |
| 2024-06-30 | $376k | 738 | 509.42 |
| 2024-03-31 | $365k | 738 | 494.86 |
| 2023-09-30 | $387k | 768 | 504.34 |
| 2023-06-30 | $372k | 773 | 480.79 |
| 2023-03-31 | $365k | 773 | 472.73 |
| 2022-12-31 | $390k | 736 | 530.35 |
| 2022-09-30 | $372k | 736 | 505.43 |
| 2022-06-30 | $378k | 736 | 513.59 |
| 2022-03-31 | $410k | 803 | 510.59 |
| 2021-12-31 | $353k | 703 | 502.13 |
| 2021-09-30 | $255k | 653 | 390.51 |
| 2021-06-30 | $257k | 642 | 400.31 |
| 2021-03-31 | $252k | 678 | 371.68 |
| 2020-12-31 | $225k | 642 | 350.47 |
| 2020-09-30 | $200k | 642 | 311.53 |
More positions owned by Financial Planning & Information Services
View all positions for Financial Planning & Information Services