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UnitedHealth shares owned by Forza Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Forza Wealth Management from 13F filings

Historical chart of Forza Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Forza Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Forza Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $403k 690 584.68
2024-06-30 $278k 545 509.26
2024-03-31 $288k 583 494.70
2023-12-31 $444k 843 526.47
2023-09-30 $450k 893 504.19
2023-06-30 $453k 943 480.64
2023-03-31 $446k 943 472.59