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UnitedHealth shares owned by Guardian Wealth Management

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

Historical chart of Guardian Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Guardian Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $75k 129 584.68
2024-06-30 $66k 129 511.15
2024-03-31 $64k 129 494.98
2023-12-31 $68k 128 529.41
2023-09-30 $65k 128 505.73
2023-06-30 $62k 128 480.75
2023-03-31 $60k 128 471.35
2022-12-31 $68k 127 531.64
2022-09-30 $64k 127 503.94
2022-06-30 $65k 127 511.81
2022-03-31 $65k 127 511.81
2021-12-31 $64k 127 503.94