UnitedHealth shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $518k | 886 | 584.68 |
| 2024-06-30 | $522k | 1.0k | 509.26 |
| 2024-03-31 | $618k | 1.3k | 494.70 |
| 2023-12-31 | $676k | 1.3k | 526.47 |
| 2023-09-30 | $609k | 1.2k | 504.19 |
| 2023-06-30 | $595k | 1.2k | 480.64 |
| 2023-03-31 | $619k | 1.3k | 472.59 |
| 2022-12-31 | $625k | 1.2k | 530.18 |
| 2022-09-30 | $523k | 1.0k | 504.83 |
| 2022-06-30 | $521k | 1.0k | 513.81 |
| 2022-03-31 | $546k | 1.1k | 509.80 |
| 2021-12-31 | $498k | 991 | 502.52 |
| 2021-09-30 | $393k | 1.0k | 391.04 |
| 2021-06-30 | $405k | 1.0k | 400.59 |
| 2021-03-31 | $368k | 989 | 372.09 |
| 2020-12-31 | $381k | 1.1k | 350.51 |
| 2020-09-30 | $336k | 1.1k | 310.25 |
| 2020-06-30 | $252k | 855 | 294.74 |
| 2019-12-31 | $233k | 791 | 294.56 |
| 2018-03-31 | $18k | 86 | 209.30 |
| 2017-12-31 | $25k | 112 | 223.21 |
More positions owned by Holistic Financial Partners
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