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UnitedHealth shares owned by Fortem Financial Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Fortem Financial Group from 13F filings

Historical chart of Fortem Financial Group investment in UnitedHealth

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All positions including UnitedHealth held by Fortem Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Fortem Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $411k 781 526.60
2023-09-30 $396k 786 504.28
2023-06-30 $395k 822 480.70
2023-03-31 $384k 812 472.62
2022-12-31 $507k 957 530.18
2022-09-30 $477k 944 505.30
2022-06-30 $421k 819 514.04
2022-03-31 $420k 824 509.71
2021-12-31 $406k 808 502.48
2021-09-30 $310k 793 390.92
2021-06-30 $318k 793 401.01
2021-03-31 $289k 776 372.42
2020-12-31 $237k 676 350.59
2020-09-30 $211k 676 312.13
2019-12-31 $242k 823 294.05
2019-09-30 $272k 1.3k 217.60
2019-06-30 $315k 1.3k 244.38
2019-03-31 $319k 1.3k 247.48
2018-12-31 $326k 1.3k 248.85