UnitedHealth shares owned by FirstPurpose Wealth
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by FirstPurpose Wealth
from 13F filings
Historical chart of FirstPurpose Wealth investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by FirstPurpose Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 2.9k | 450.05 |
| 2023-12-31 | $1.5M | 2.9k | 526.47 |
| 2023-09-30 | $1.5M | 2.9k | 504.19 |
| 2023-06-30 | $1.4M | 2.9k | 480.64 |
| 2023-03-31 | $1.3M | 2.8k | 472.59 |
| 2022-12-31 | $1.5M | 2.7k | 530.18 |
| 2022-09-30 | $1.3M | 2.6k | 504.94 |
| 2022-06-30 | $411k | 800 | 513.75 |
| 2022-03-31 | $439k | 860 | 510.47 |
| 2021-12-31 | $409k | 814 | 502.46 |