UnitedHealth shares owned by Fortis Advisors
Historical chart of Fortis Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Fortis Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $309k | 613 | 504.19 |
| 2023-06-30 | $295k | 613 | 480.64 |
| 2023-03-31 | $369k | 780 | 472.59 |
| 2022-12-31 | $414k | 780 | 530.18 |
| 2022-09-30 | $394k | 780 | 505.13 |
| 2022-06-30 | $401k | 780 | 514.10 |
| 2022-03-31 | $570k | 1.1k | 509.84 |
| 2021-12-31 | $615k | 1.2k | 502.45 |
| 2021-09-30 | $595k | 167k | 3.56 |
| 2021-06-30 | $540k | 1.3k | 400.30 |
| 2021-03-31 | $290k | 780 | 371.79 |
| 2020-12-31 | $274k | 780 | 351.28 |
| 2020-09-30 | $234k | 750 | 312.00 |
| 2020-06-30 | $221k | 750 | 294.67 |
| 2020-03-31 | $301k | 1.2k | 249.59 |
| 2019-12-31 | $364k | 1.2k | 294.26 |
| 2019-09-30 | $269k | 1.2k | 217.46 |
| 2019-06-30 | $255k | 1.0k | 244.02 |
| 2019-03-31 | $258k | 1.0k | 246.89 |
| 2018-12-31 | $224k | 900 | 248.89 |
| 2018-09-30 | $239k | 900 | 265.56 |
| 2018-06-30 | $221k | 900 | 245.56 |
| 2018-03-31 | $118k | 550 | 214.55 |
| 2017-12-31 | $231k | 1.1k | 220.00 |
| 2017-09-30 | $10k | 50 | 200.00 |