UnitedHealth shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in UnitedHealth by IAG Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $77k | 131 | 584.68 |
2024-06-30 | $78k | 154 | 509.26 |
2024-03-31 | $65k | 131 | 494.70 |
2023-12-31 | $82k | 156 | 526.47 |
2023-09-30 | $79k | 156 | 504.19 |
2023-06-30 | $75k | 156 | 480.64 |
2023-03-31 | $92k | 195 | 472.59 |
2022-12-31 | $46k | 86 | 530.17 |
2022-09-30 | $22k | 44 | 500.00 |
2022-06-30 | $1.0k | 2 | 500.00 |
2022-03-31 | $2.0k | 4 | 500.00 |
2020-12-31 | $13k | 37 | 351.35 |
2020-09-30 | $12k | 37 | 324.32 |
2020-06-30 | $14k | 46 | 304.35 |
2020-03-31 | $12k | 46 | 260.87 |
2019-12-31 | $3.0k | 9 | 333.33 |